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Ultra HNWIs in Poland 2014

  • February 2015
  • -
  • WealthInsight
  • -
  • 109 pages

Synopsis
This report reviews the performance and asset allocations of Ultra HNWIs in Poland, and highlights top-performing cities. It also includes an evaluation of the local wealth management industry.

Summary
- This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Poland.

- The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's UHNWIs have performed through the crisis.

Scope
- UHNWI volume, wealth and allocation trends from 2009 to 2013

- UHNWI volume, wealth and allocation forecasts to 2018

- UHNWI asset allocations across 13 asset classes

- Number of UHNWIs in each state and all major cities

- Fastest growing cities and states for UHNWIs (2009-2013)

- Number of wealth managers in each city

- City wise ratings of wealth management saturation and potential

- Details of the development, challenges and opportunities of the Wealth Management and Private Banking sector in Poland

- Size of Poland wealth management industry

- Largest domestic private banks by AuM

- Detailed wealth management and family office information

- Insights into the drivers of HNWI wealth

Reasons To Buy
- The Ultra HNWIs in Poland 2014 is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the database comprises dossiers on over 60,000 HNWIs from around the world.

- With the wealth reports as the foundation for our research and analysis, we are able obtain an unsurpassed level of granularity, insight and authority on the HNWI and wealth management universe in each of the countries and regions we cover.

- Report includes comprehensive forecasts to 2018.

- Also provides detailed information on UHNWIs in each major city.

Key Highlights
- There were 487 UHNWIs in Poland in 2013, with an average per capita wealth of US$85.5 million, making them a prime target group for wealth sector professionals. Of this total, there were five billionaires, 71 centimillionaires and 411 affluent millionaires.

- UHNWIs accounted for 1.7% of the total HNWI population in 2013, higher than the global average of 0.7%. The number of Polish UHNWIs increased by 29.9% during the review period, from 375 in 2009 to 487 in 2013.

- There was a range of performance between the different UHNWI wealth bands. While the number of billionaires rose by 150.0%, the number of centimillionaires and affluent millionaires rose by 29.1% and 29.2% respectively.

- WealthInsight expects the number of UHNWIs to increase by 12.9% to reach 568 in 2018. This will include six billionaires, 84 centimillionaires and 478 affluent millionaires.

Table Of Contents

Ultra HNWIs in Poland 2014
Table of Contents
1 Introduction
1.1 Details of this Report
1.2 Definitions
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Polish Wealth in Context
3.3.1 Distribution of wealth in Poland
3.4 HNWI Volume and Wealth Trends
4 Findings from the WealthInsight HNWI Database
4.1 Trends in HNWI Wealth to 2018
4.1.1 HNWI trend analysis
4.1.2 Wealth band trends
4.1.3 Demographic breakdown of HNWIs
4.1.4 HNWIs - job titles
4.1.5 HNWIs - industry breakdown
4.1.6 HNWIs - industry performance
4.1.7 HNWIs - breakdown by city
4.1.8 HNWIs - city performance
4.1.9 HNWIs - city population densities
4.1.10 HNWIs - city forecasts
4.1.11 HNWIs - breakdown by state
4.1.12 HNWIs - state performance
4.1.13 HNWIs - state population densities
4.2 UHNWIs
4.2.1 UHNWI volume trend analysis
4.2.2 UHNWI wealth trend analysis
4.2.3 Demographic breakdown of UHNWIs
4.2.4 UHNWIs - industry breakdown
4.2.5 UHNWIs - city breakdown and performance
4.3 UHNWIs - Billionaires
4.3.1 Billionaire volume trend analysis
4.3.2 Billionaire wealth trend analysis
4.3.3 Billionaire per capita net worth trend analysis
4.3.4 List of billionaires
4.4 UHNWIs - Centimillionaires
4.4.1 Centimillionaire volume trend analysis
4.4.2 Centimillionaire wealth trend analysis
4.4.3 Centimillionaire per capita net worth trend analysis
4.5 UHNWIs - Affluent Millionaires
4.5.1 Affluent millionaire volume trend analysis
4.5.2 Affluent millionaire wealth trend analysis
4.5.3 Affluent millionaire per capita net worth trend analysis
4.6 Core HNWIs
4.6.1 Core HNWI volume trend analysis
4.7 Core HNWIs - Mid-Tier Millionaires
4.7.1 Mid-tier millionaire volume trend analysis
4.7.2 Mid-tier millionaire wealth trend analysis
4.7.3 Mid-tier millionaire per capita net worth trend analysis
4.8 Core HNWIs - Lower-Tier Millionaires
4.8.1 Lower-tier millionaire volume trend analysis
4.8.2 Lower-tier millionaire wealth trend analysis
4.8.3 Lower-tier millionaire per capita net worth trend analysis
5 Analysis of Polish HNWI Investments
5.1 Analysis by Asset Class
5.1.1 Trends in alternative assets
5.1.2 Trends in ‘art, wine and wheels'
5.1.3 Trends of investments in real estate
5.1.4 Trends of investments in cash and deposits
5.1.5 Trends of investments in fixed-income
5.1.6 Investment trends in equity
5.1.7 Investments trends in business interests
5.2 Analysis of Foreign Investments
5.2.1 Investments in Europe
5.2.2 Investments in North America (including the US, Mexico and the Caribbean)
5.2.3 Investments in Asia-Pacific
5.2.4 Investments in Central and South America
5.2.5 Investments in the Middle East
5.2.6 Investments in Africa
5.3 Alternative Breakdown: Liquid vs Investable Assets
5.4 Analysis of Polish UHNWI Investments
6 Competitive Landscape of the Wealth Sector
6.1 Competitive Landscape
6.1.1 Foreign private banks
6.1.2 Wealth managers
6.1.3 Family offices
6.1.4 Financial advisors
6.2 Developments in the Private Banking Industry
6.3 Wealth Management and the Private Banking Industry
6.3.1 Polish wealth management industry - clientele model and maturity
6.4 Behavioral Mapping of Wealth Management and Private Banking in Poland
7 Appendix
7.1 Tax Regulations
7.2 Key Drivers
7.2.1 Real GDP growth
7.2.2 Per capita GDP
7.2.3 Domestic market capitalization
7.2.4 Commodity index
7.2.5 Foreign direct investments - inflow and outflow
7.2.6 Inflation rate
7.2.7 Interest rate
7.2.8 Balance of payments
7.2.9 Government debt
7.2.10 Stock market performance
7.3 Wealth Breakdowns
8 About WealthInsight

List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: Cities in Poland by Population (Volume), 2013
Table 3: Polish HNWIs - Volume Distribution (%), 2013
Table 4: Polish HNWIs - Wealth Distribution (%), 2013
Table 5: Polish HNWIs - Industry Performance, 2009-2013
Table 6: Polish HNWIs - Cities, 2013
Table 7: Polish HNWI Growth in Top Cities (Thousand), 2009-2013
Table 8: Polish HNWI Population Density in Major Cities (Thousand), 2013
Table 9: Polish HNWIs in Top Cities, 2009-2018
Table 10: Polish HNWIs - Growth Rates for Top Cities (%), 2009-2018
Table 11: Poland Volume of HNWI by States, 2013
Table 12: Polish HNWI State Performance (%), 2009-2013
Table 13: Polish HNWIs Population Density by State, 2013
Table 14: Polish UHNWI Gender Performance (%), 2009-2013
Table 15: Polish UHNWI Sources of Wealth (%), 2013
Table 16: Polish Volume of UHNWIs in Top Cities, 2009-2018
Table 17: Polish UHNWI Growth Rates in Top Cities (%), 2009-2018
Table 18: Polish Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Table 19: Polish Top 5 Billionaires (US$ Billion), 2013
Table 20: Polish Billionaire Wealth Growth (US$ Billion), 2009?2013
Table 21: Polish Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 22: Polish Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 23: Polish Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 24: Polish Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Table 25: Polish Allocations of HNWI Assets (%), 2009-2018
Table 26: Polish HNWI Holdings Growth (%), 2009-2018
Table 27: Polish HNWI Alternative Asset Composition (%), 2009-2018
Table 28: Polish HNWI Trends of Investments in Alternative Assets (%), 2009-2018
Table 29: Polish Trends in ‘Art, Wine and Wheels', 2009-2013
Table 30: Global Prime Real Estate Prices per m2 (US$), 2014
Table 31: Polish HNWI Foreign Investment Allocations (%), 2009-2018
Table 32: Polish HNWI Liquidity Breakdown (US$ Billion), 2009-2018
Table 33: Polish HNWI Liquidity Breakdown (%), 2009-2018
Table 34: Polish UHNWI Allocations and Share of HNWI Assets (%), 2013
Table 35: Leading Foreign Private Banks in Poland by Head Office, 2013
Table 36: Leading Polish Family Offices, 2013
Table 37: Polish Wealth Management Industry - Recent Deal Activity, 2014
Table 38: Polish Income Tax Bands (USD), 2013-2014
Table 39: Polish Real GDP Growth (%), 2009-2018
Table 40: Polish GDP per Capita (US$), 2009-2018
Table 41: Polish Domestic Market Capitalization (US$ Billion),2009-2013
Table 42: Polish Commodity Indices, 2009-2018
Table 43: Polish Foreign Direct Investment (US$ Billion), 2009-2018
Table 44: Polish Inflation Rate (%), 2009-2018
Table 45: Polish Money Market Rate (%), 2009-2018
Table 46: Poland's Balance of Payments (US$ Billion), 2009-2013
Table 47: Polish Government Debt as a Percentage of GDP, 2009-2018
Table 48: Polish Stock Market Performance, 2009-2013
Table 49: Polish HNWI Wealth vs GDP Ratio, 2009-2018
Table 50: Poland - Appendix One
Table 51: Poland - Appendix Two

List of Figures
Figure 1: HNWI Wealth Band Definitions
Figure 2: Map of Poland
Figure 3: Polish Asset Price Performance (%), 2009-2013
Figure 4: Polish HNWI Performance (US$ Billion and HNWI Volume), 2009-2018
Figure 5: Poland Vs Global HNWIs (%), 2009-2018
Figure 6: Polish HNWIs - Growth Factor Correlation, 2009-2013
Figure 7: Polish HNWIs - Wealth Pyramid (Volume Distribution), 2013
Figure 8: Polish HNWIs - Wealth Pyramid (Distribution), 2013
Figure 9: Polish HNWIs - Age Distribution (%), 2013
Figure 10: Polish HNWIs - Job Titles (%), 2009-2013
Figure 11: Polish HNWIs - Distribution by Industry (%), 2013
Figure 12: Polish HNWIs - City Performance (%), 2009-2013
Figure 13: Polish HNWIs - Volume of HNWIs by City (Thousand), 2009 and 2013
Figure 14: Polish HNWIs - City Forecasts (%), 2014-2018
Figure 15: Polish Volume of HNWIs by City (Thousand), 2014-2018
Figure 16: Polish UHNWI Wealth Share vs Volume Growth (%), 2009-2013
Figure 17: Polish UHNWI Volume by Wealth Band (Thousand), 2009-2018
Figure 18: Polish UHNWI Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 19: Polish UHNWI Age Distribution (Percentage Share), 2013
Figure 20: Polish UHNWI Distribution by Industry (%), 2013
Figure 21: Polish Billionaires Market Overview (Volume and US$ Billion), 2009-2018
Figure 22: Polish Centimillionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 23: Polish Affluent Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 24: Polish Mid-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 25: Polish Lower-Tier Millionaires Market Overview (Volume and US$ Million/Billion), 2009-2018
Figure 26: Polish HNWI Asset Class Composition (%), 2009-2018
Figure 27: Polish HNWI Trends in Alternative Assets (US$ Billion), 2009-2018
Figure 28: Polish Trends in ‘Art, Wine and Wheels', 2009-2013
Figure 29: Polish HNWI Foreign Investment Allocations and Growth (%), 2013
Figure 30: Polish HNWI Global Distribution of Foreign Investments (%), 2009-2018
Figure 31: Polish HNWI Liquidity Breakdown (%), 2009-2018
Figure 32: Polish UHNWI Asset Class Composition (%), 2009-2018
Figure 33: Polish Wealth Management Industry - Maturity Level of Operators, 2014
Figure 34: Polish Wealth Management Industry - Behavioral Mapping, 2013
Figure 35: Polish Real GDP Growth (%), 2009-2018
Figure 36: Polish GDP per Capita (US$), 2009-2018
Figure 37: Polish Domestic Market Capitalization (US$ Billion), 2009-2013
Figure 38: Polish Commodity Indices, 2009-2018
Figure 39: Polish Foreign Direct Investment (US$ Billion), 2009-2018
Figure 40: Polish Inflation Rate (%), 2009-2018
Figure 41: Polish Money Market Rate (%), 2009-2018
Figure 42: Poland's Balance of Payments (US$ Billion), 2009-2013
Figure 43: Polish Government Debt as a Percentage of GDP, 2009-2018
Figure 44: Polish Stock Market Performance, 2009-2013
Figure 45: Polish HNWI Wealth vs GDP Ratio, 2009-2018
Figure 46: Polish HNWIs - Volume by Wealth Band, 2009-2018
Figure 47: Polish HNWIs - Wealth by Wealth Band (US$ Billion), 2009-2018
Figure 48: Polish HNWIs - Wealth per Capita (US$ Million), 2009-2018

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