Unlocking private wealth for

economic development

Premium Clients Switzerland & Global EAM

Zurich, 14. November 2013

Patrick Elmer, Head Philanthropy Services and Responsible Investment

Why Are We Here Today?

2

Our world today

Global Adult Population (Billion) Total Wealth (Trillion USD)

0.4

1.1

3.2

200

33

7

Our World Today

3

Total wealth

worldwide

USD 200 tn

Philanthropic

giving

0.028%

+

Official

Development

Assistance

0.065%

Tremendous Untapped Potential

4

Why Care?

5

63%

26%

11%

Social impact

Financial return

Diversification

Primary Reason To Invest In Microfinance

Source: Credit Suisse Survey 6

Expected Financial Return

Source: Credit Suisse internal survey, 2010

< 2% 2-4% >4%

34% 53%

13%

7 Source: Credit Suisse Survey

Insights on Wealth and Worth

8 Source: U.S. Trust / Bank of America

45% of HNWIs agree that their investment

decisions are a way to express their social, political and environmental values

60% of HNWIs feel that the way they invest can have some influence on society

46% of HNWIs are willing to accept lower

returns from investments in companies that have a greater positive impact

51% 51% 44% 40% 39%

Access to Capital

Access to Education

Political System

Health Issues

Economic System

The Most Notable Obstacles To Wealth Creation

9 Source: Forbes 400 Summit on Philanthropy, supported by Credit Suisse

Evolving Investors’ Preferences ….

10

Global

diversification

Africa

focus

Mutual

Funds

Institutional

Investors Private

Investors

Direct

investment

Fixed

income Mission

alignment

Structured

Notes

Agriculture

Health

Liquidity

Microfinance

Energy

Low

risk

High yield

High

impact Hard

Currencies

Asia

11

To Fit With Needs In The Field

Patient

capital

Network

Infrastructures

Training

Expertise

Access to

markets

Local currencies Product and

service

delivery

12

But How To Make It Fly?

Putting Pieces Together

13

Funding +

Technical

Assistance

Structure &

Story

Strategic

Partners

Trust &

Credibility

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