Polish HNWI Liquid Assets valued US$65.6 billion in 2013
HNWI Asset Allocation in Poland 2014 is a new market research publication announced by Reportstack. This report is the result of 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
• Insights into the drivers of HNWI wealth
Reasons to Buy
• The HNWI Asset Allocation 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 report 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, equities made up the largest asset class for Polish HNWIs, accounting for 31.8% of the total HNWI assets, followed by business interests with 24.5%, real estate with 18.9%, fixed-income with 13.5%, cash and deposits with 6.1%, and alternatives with 5.2%.
• Equities, business interests and alternatives recorded growth at respective review-period rates of 51.7%, 47.3% and 46.7%.
• Alternative assets held by Polish HNWIs increased during the review period from 4.9% of the total HNWI assets in 2009 to 5.2% in 2013. HNWI allocations to commodities increased from 0.8% of the total assets in 2009 to 1.0% in 2013.
• Allocations in commodities are expected to decline over the forecast period, reaching 0.8% of the total HNWI assets by 2018, as global liquidity tightens from an expected drop in demand from China for raw materials, which will cause global commodity prices to flatten.
• In 2013, Polish HNWI liquid assets valued US$65.6 billion, representing 51.2% of the total wealth holdings.
Companies Mentioned
ING Bank Slaski Private Banking Handlowy Private Banking Bank Zachodni Private Banking PKO Bank Polski Private Banking mBank Private Banking BNP Paribas Polska SA Noble Bank Bank Pekao Private Banking Alior Bank Private Banking Bank Millemmium Private Banking
To access full report with TOC, please visit HNWI Asset Allocation in Poland 2014.