Challenges and Opportunities for the Wealth Sector in Poland 2014

Synopsis
This report is a thorough analysis of Poland's Wealth Management and Private Banking sector, and the opportunities and challenges that it faces.

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 HNWIs have performed through the crisis.

Scope

 Independent market sizing of Poland HNWIs across five wealth bands

 HNWI volume and wealth trends from 2009 to 2013

 HNWI volume and wealth forecasts to 2018

 HNWI and 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)

 Insights into the drivers of HNWI wealth

Reasons To Buy

 The Challenges and Opportunities for the Wealth Sector 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.

Key Highlights

 In 2013, Polish HNWIs held 27.8% (US$35.5 billion) of their wealth outside of the country, in line with the global average of 20-30%. 

 WealthInsight expects foreign asset holdings to increase to US$48.7 billion in 2018, accounting for 28.0% of the total HNWI assets.

 Europe accounted for 56.5% of Polish HNWIs' foreign assets in 2013, followed by the Asia-Pacific with 17.1%, North America with 13.4%, South America with 5.6%, the Middle East with 4.0%, and Africa with 3.4%.

 Polish HNWI allocations to Europe decreased during the review period, from 65.2% in 2009 to 56.5% in 2013. North America and the Asia-Pacific were the most popular emerging regions in terms of Polish investment.

 HNWIs are further expected to increase their levels of investment in Asia-Pacific to 19.4% of foreign HNWI assets in 2018, with investments increasingly being diverted to emerging economies.