2013-02-16 16:06:11 - New Financial Services market report from WealthInsight: "HNWI Asset Allocation in Poland 2012"
This report provides the latest asset allocations of Polish HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocation of Polish HNWIs to 2017 and a comprehensive and robust background of the local economy.
* There are just over 28,400 HNWIs in Poland in 2012. These HNWIs hold US$139 billion in wealth which equates to 16% of total individual wealth held in the country.
* In 2012, equities were the largest asset class for HNWIs in Poland (31% of total HNWI assets), followed by business interests (24.8%), real estate (19.0%), fixed income (14.3%), cash (6.8%) and alternatives (4.6%).
* Business interest and fixed-income products recorded the strongest growth over the
review period, driven by new business formation and a movement to safer asset classes. Equities and real estate registered the weakest performance.
* Over the forecast period, alternatives are expected to be the top-performing asset class for HNWIs, followed by equities and real estate. As a result, there will be a movement away from cash and towards alternatives.
* As of 2012, HNWI liquid assets amounted to US$23 billion, representing approximately 16.3% of the wealth holdings of Polish HNWIs.
* WealthInsight’s research showed that in 2012, 36% of Polish HNWIs have second homes abroad. The largest destinations for these homes include Geneva, Zurich, Paris and London.
* At the end of 2012, Polish HNWIs held 30.6% (US$42 billion) of their wealth outside of Poland, which is well above the norm for worldwide HNWIs of between 20% and 30%.
Full Report Details at
- www.fastmr.com/prod/537961_hnwi_asset_allocation_in_poland_2012. ..
* Independent market sizing of Polish HNWIs across five wealth bands
* HNWI volume, wealth and allocation trends from 2007 to 2012
* HNWI volume, wealth and allocation forecasts to 2017
* HNWI and UHNWI asset allocations across 13 asset classes
* Insights into the drivers of HNWI wealth
Reasons to Purchase
* The WealthInsight Intelligence Center Database is an unparalleled resource and the leading resource of its kind. Compiled and curated by a team of expert research specialists, the Database comprises profiles on major private banks, wealth managers and family offices in each country.
* The WealthInsight Intelligence Center Database also includes up to one hundred data-points on over 100,000 HNWIs from around the world.
* With the Database 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 2017.
Companies Mentioned in this Report: Alior Bank SA, Bank Slaski SA ING Bank, Bank Millennium SA, Bank Handlowy (w Warszawie) SA, Bank Pekao SA, BRE Bank, Noble Bank SA Bank, DZ BANK Polska Bank, Bank PKO SA Polski, Bank BPH SA, Getin Noble Bank S.A., BNP Paribas Bank Polska SA, Raiffeisen Bank Polska SA BRE Bank SA, Kathrein & Co, Dresdner Bank Luxembourg, Dexia Banque Internationale a Luxembourg, Credit Suisse Private Banking, JP Morgan Private Bank, Julius Baer, Deutsche Bank Private Wealth Management, UBS Wealth Management
Partial Table of Contents:
1.1 Details of this Report
2 Executive Summary
3 Wealth Sector Fundamentals
3.1 Political Background
3.2 Economic Background
3.3 Benchmarking Poland Wealth in Context
3.3.1 World statistics
3.3.2 Distribution of wealth in Poland
3.4 HNWI Volume and Wealth Trends
4 Analysis of Polish HNWI investments
4.1 Analysis by Asset Classes
4.1.1 Trends in alternative assets
4.1.2 Trends in “art, wine and wheels”
4.1.3 Trends of investments in real estate
4.1.4 Trends of investments in cash and deposits
4.1.5 Trends of investments in fixed income
4.1.6 Trends of investments in equity
4.1.7 Trends of investments in business interests
4.2 Analysis of Foreign Investments
4.2.1 Investments in Europe
4.2.2 Investments in North America
4.2.3 Investments in Asia-Pacific
4.2.4 Investments in Latin America
4.2.5 Investments in Africa
4.3 Alternative Breakdown: Liquid vs Investable Assets
4.4 Analysis of Polish UHNWI Investments
5.1 Regulatory Environment in Poland
5.1.1 Banking regulations
5.1.2 Regulations on taxes
5.2 Key Economic Trends and Drivers
5.2.1 PLN to US$ exchange rate
5.2.2 Real GDP growth
5.2.3 Per capita GDP
5.2.4 Domestic market capitalization
5.2.5 Housing price index
5.2.6 Commodity index
5.2.7 Foreign direct investment
5.2.8 Investments of FIIs in equity products
5.2.9 Inflation rate
5.2.10 Interest rate
5.2.11 Balance of payments
5.2.12 Government debt
5.2.13 Stock market performance
5.3 Wealth Breakdowns
6 About WealthInsight
List of Tables
Table 1: HNWI Wealth Band and Group Definitions
Table 2: POLAND: States by GDP, 2011
Table 3: POLAND: The largest 10 cities by population, 2011
Table 4: POLAND: Allocations of HNWI Assets, 2007−2017
Table 5: POLAND: HNWIs – Holdings Growth 2007–2017
Table 6: POLAND: HNWIs – Trends of Investments in Alternative Assets 2007–2017
Table 7: POLAND: HNWIs – Alternative Asset Composition 2007–2017
Table 8: POLAND: Trends in “Art, Wine and Wheels 2007–2012
Table 9: POLAND: Residential City Performance (US$ Terms), 2011
Table 10: POLAND: Residential real estate prices, US$ terms, 2012
Full Table of Contents is available at:
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