Post on 02-Jan-2016
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1
2007 & 2006 winner of:
“The leading strategy consultants in global wealth management”
WealthBriefing
Philanthropy among UHNWs and family offices in Europe
Zuercher Roundtable der Philanthropie
28 February 2008
2© Scorpio Partnership, 2008
Agenda
Scorpio Partnership’s research for WiSE, NPC and the Bertelsmann Stiftung
Sample dynamics
Profiles of givers
Insights from from within the UHNW sample
The emotive structures of UHNW giving
Is UHNW philanthropy in Switzerland different to the UK and Germany?
3© Scorpio Partnership, 2008
Participants in the study I
10
4
2
43 33
122
0
2
4
6
8
1 0
1 2
UK Germany Switzerland
Type of respondent
Nu
mb
er
UNHW MFO Foundation head / professional advisor
SFO
Source: Philanthropy among UHNWs and family offices in Europe
4© Scorpio Partnership, 2008
Participants in the study II
Source: Philanthropy among UHNWs and family offices in Europe
9
4
2
7
4
2
3
0
3
0
1
2
3
4
5
6
7
8
9
10
UK Germany Switzerland
Jurisdiction
Nu
mb
er
New philanthropists Institutional philanthropists Blend of profiles
5© Scorpio Partnership, 2008
Profile of givers
Source: Philanthropy among UHNWs and family offices in Europe
3
4
5
8
14
19
23
0 5 10 15 20 25
Anonymous. Happy to put into the pot and forget.
Professional philanthropist. Set up a professionally runfoundation.
Family involvement. Want to involve family memberson an ongoing basis
Social giver. Desire to be part of a social or culturalnetwork of givers.
Declared. Want the gift to make an impact.
Strategic. Taking highly informed and targetedapproach to support specific causes.
Anonymous. Seek feedback to see the money is wellspent.
No. of responses
6© Scorpio Partnership, 2008
Advice active-givers would give to other would-be givers
Source: Philanthropy among UHNWs and family offices in Europe
7
6
8
3
5
5
7
5
2
7
1
1
10 8 6 4 2 0 2 4 6 8
Strategically focus on anarea of interest
Work with people &networks
Take personal involvement
Build the correct structures
Take risk
Deploy own skills
No. of responses
New philanthropists Established philanthropists
7© Scorpio Partnership, 2008
Generation IV
Generation II
Generation III
Generation I
The emotive structures of giving
Source: Philanthropy among UHNWs and family offices in Europe
Family philanthropic vehicle
Theme: Environmentalism
Generation IV: Global climate change
Generation II: Land degradation
Generation III: Water preservation
Theme: Forest preservation
8© Scorpio Partnership, 2008
The Swiss dynamic
Source: Philanthropy among UHNWs and family offices in Europe
Swiss philanthropy has traits similar to both UK and German philanthropy
Zurich and Geneva - Different philosophies of philanthropy
Swiss UHNWs are advocates of philanthropy but less so than in the UK
Reasons for UHNWs to give are ultimately very similar in Switzerland, the UK and GermanyFamily legacyCapacity and desire to changeObligation Vs Opportunity
Causes and projects are just as diverse as elsewhere in EuropeArtsEducationEnvironmentalism