High-net-worth individual's value in the light of polish and international banking experience Cover Image

Wartość zamożnego klienta prywatnego w świetle doświadczeń bankowości polskiej i międzynarodowej
High-net-worth individual's value in the light of polish and international banking experience

Author(s): Rafał Płókarz
Subject(s): Economy
Published by: Wydawnictwo Naukowe Uniwersytetu Szczecińskiego
Keywords: private banking; asset management; high-net-worth individual's valuation

Summary/Abstract: The article presents high-net-worth individual's (HNWl's) valuation issue in light of Polish and international banking experience. Two case studies were analyzed: private banking activity of one of the largest Polish banks, and a leading Polish asset management company. The following outcome of a comparison between foreign and Polish financial institutions was obtained: Polish HN Wis, while less wealthy, are in average more profitable for their money managers, and employees of Polish financial institutions are more efficient (for their employers) in wealth management process.

  • Issue Year: 2013
  • Issue No: 64 (1)
  • Page Range: 513-521
  • Page Count: 9