Central and Eastern European Wealth Management 2004

List of Tables

Table 1: Local Czech wealth manager product offerings

Table 2: Foreign competitors present in the Czech market and their offerings

Table 3: Hungarian wealth manager product offerings

Table 4: Foreign competitors present in the Hungarian banking market

Table 5: Polish wealth managers are mainly owned by foreign players, November 2003

Table 6: Foreign banks present in the Polish banking market

Table 7: Population at year end, 1998-2002

Table 8: Real GDP, 1998-2002

Table 9: Real GDP growth, 1998-2002

Table 10: Foreign direct investment, 1999-2002

Table 11: Foreign direct investment as a per cent of GDP, 1999-2002

Table 12: Stock exchange performance (as measured by major index), 1998-2003

Table 13: Stock exchange performance year-on-year growth (as measured by major index), 1999-2003

Table 14: Income inequality, as measured by Gini Index and income distribution, 1996, 1998

Table 15: National savings ratio, 1999-2003

Table 16: National savings ratio, 2004f-7f

Table 17: Retail savings and investments market actual, 1998-2002

Table 18: Retail savings and investments market actual, 2003-7f

Table 19: Mass affluent individuals, 1998-2002

Table 20: Mass affluent liquid wealth, 1998-2002

Table 21: Mass affluent individuals, 2003-7f

Table 22: Mass affluent liquid wealth, 2003-7f

Table 23: High net worth individuals, 1998-2002

Table 24: High net worth liquid assets, 1998-2002

Table 25: High net worth individuals, 2003-7f

Table 26: High net worth liquid wealth, 2003-7f

Table 27: Wealth markets that have been modeled using the Global Wealth Model

List of Figures

Figure 1: Methodology diagram and report structure

Figure 2: GDP growth has tapered off across Central and Eastern Europe since 2000

Figure 3: Foreign direct investment has fluctuated significantly in CEE, 1999-2002

Figure 4: After significant drops in 2000-1, the CEE exchanges are once again reaching their 1999 levels

Figure 5: National savings ratios are forecast to increase in all three CEE countries

Figure 6: Over a third of all individual income is generated by the top 20% of the population in the CEE

Figure 7: Poland's savings and investments balances dwarf those of its neighbors

Figure 8: Poland's mass affluents will stagnate in 2003-5 before climbing again, while Hungarian and Czech mass affluents will grow steadily

Figure 9: Polish mass affluent liquid assets account for nearly 70% of all mass affluent liquid assets in CEE

Figure 10: Poland's high net worth population dwarfs its Czech and Hungarian neighbors, although growth to 2007 will be somewhat volatile

Figure 11: Hungary's and the Czech Republic's high net worths will see their liquid assets grow more steadily than Polish high net worth liquid assets to 2007