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