1. Market Research
  2. > Financial Services
  3. > Real Estate Market Trends

Wealth in Poland: Sizing the Market Opportunity

  • April 2016
  • 39 pages
  • GlobalData
Report ID: 3375787

Summary

Table of Contents

Search Inside

Summary
Poland is an emerging economy and has a relatively short history of economic freedom and capital markets. As a result, the retail savings and investments market is very much skewed towards deposits. However, the value of onshore liquid assets held by Polish residents has been growing fast. The HNW population remains tiny, but at the same time is growing its wealth at the fastest pace. With their changing preferences and growing interest in offshore investments, Polish billionaires are a lucrative target for private banks and wealth managers.

Key Findings
- Affluent individuals, who account for only 3.2% of the overall population, hold 83.8% of total liquid assets in Poland.

- Similarly to other Central and Eastern European markets, Polish retail savings and investments are allocated mainly to deposits, which comprise 81.8% of the total market.

- Despite historically low interest rates, Polish retail investors have not turned significantly to equities or mutual funds, as since the financial crisis they have tended to avoid risky asset classes.

- Polish HNW individuals allocate around 20% of their portfolios in less liquid investments, showing a strong preference towards property.

- The proportion of the HNW portfolio held offshore has doubled in Poland since 2012. Currently 24% of HNW assets are held abroad, primarily in search of better investment opportunities and tax efficiency.

Synopsis
Verdict Financial's “Wealth in Poland: Sizing the Market Opportunity” analyzes Poland's wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets.

Specifically the report:

- Sizes the affluent market (both by the number of individuals and the value of their liquid assets) using our proprietary datasets.

- Analyzes which asset classes are favored by Polish investors and how their preferences impact the growth of the total savings and investments market.

- Examines HNW clients' attitudes towards non-liquid investments such as property and commodities.

- Identifies key drivers and booking centers for offshore investments.

Reasons To Buy
- Benchmark your share of the Polish wealth market against the current market size.

- Forecast your future growth prospects using our projections for the market to 2019.

- Identify your most promising client segment by analyzing penetration of affluent individuals in Poland.

- Evaluate your HNW proposition by understanding how low interest rates and stock market volatility affect HNW clients' preferences.

- Review your offshore strategy by learning HNW motivations for offshore investments and their preferred booking centers.

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 60 Million searchable statistics with tables, figures & datasets
  • More than 25,000 trusted sources
  • Single User License — provides access to the report by one individual.
  • Department License — allows you to share the report with up to 5 users
  • Site License — allows the report to be shared amongst all employees in a defined country
  • Corporate License — allows for complete access, globally.

Ahmad helps you find the right report:

Testimonials

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

We were impressed with the support that ReportLinker’s research specialists’ team provided. The report we purchased was useful and provided exactly what we want.

Category Manager at
Ikea

ReportLinker gave access to reliable and useful data while avoiding dispersing resources and spending too much time on unnecessary research.

Executive Director at
PwC Advisory

The customer service was fast, responsive, and 100% professional in all my dealings (...) If we have more research needs, I'll certainly prioritize working with ReportLinker!

Scott Griffith

Vice President Marketing at
Maurice Sporting Goods

The research specialist provided prompt, helpful instructions for accessing ReportLinker's product. He also followed up to make sure everything went smoothly and to ensure an easy transition to the next stage of my research

Jessica P Huffman

Research Associate at
American Transportation Research Institute

Excellent customer service. Very responsive and fast.

Director, Corporate Strategy at
Ingredion

I reached out to ReportLinker for a detailed market study on the Air Treatment industry. The quality of the report, the research specialist’s willingness to solve my queries exceeded my expectations. I would definitely recommend ReportLinker for in-depth industry information.

Mariana Mendoza

Global Platform Senior Manager at
Whirlpool Corporation

Thanks! I like what you've provided and will certainly come back if I need to do further research works.

Bee Hin Png

CEO at
LDR Pte Ltd

The research specialist advised us on the best content for our needs and provided a great report and follow-up, thanks very much we shall look at ReportLinker in the future.

Kate Merrick

Global Marketing Manager at
Eurotherm by Schneider Electric

Purchase Reports From Reputable Market Research Publishers

VR Content Creation Market - Global Industry Analysis, Size, Share, Growth, Trends and Forecast 2016 - 2024

  • $ 5795
  • Industry report
  • February 2017
  • by Transparency Market Research

VR Content Creation Market: Overview VR content creation market report provides analysis for the period 2014 – 2024, wherein the period from 2016 to 2024 is the forecast and 2015 is the base year. The ...

Economic & Retail Update Q1 2017

  • $ 5759
  • Industry report
  • February 2017
  • by GlobalData

Economic & Retail Update Q1 2017 Summary As the impact of the shock EU referendum result begins to be realised, the UK economy will feel the brunt with inflation rising and consumer confidence remaining ...

HNW Asset Allocation Trends 2017

  • $ 5250
  • Industry report
  • March 2017
  • by GlobalData

HNW Asset Allocation Trends 2017 Summary HNW investment preferences are the result of interplay between a multitude of factors, such as macroeconomic and political conditions, risk-preferences, demographic ...


ref:plp2016

Reportlinker.com © Copyright 2017. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.