Philanthropy among UHNWs and family offices in Europe

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Philanthropy among UHNWs and family offices in
Europe Zuercher Roundtable der Philanthropie 28
February 2008
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Agenda

• Scorpio Partnerships 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?

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Participants in the study I
Source Philanthropy among UHNWs and family
offices in Europe
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Participants in the study II
Source Philanthropy among UHNWs and family
offices in Europe
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Profile of givers
Source Philanthropy among UHNWs and family
offices in Europe
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Advice active-givers would give to other would-be
givers
Source Philanthropy among UHNWs and family
offices in Europe
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The emotive structures of giving
Family philanthropic vehicle Theme
Environmentalism
Generation I
Theme Forest preservation
Generation II
Generation II Land degradation
Generation III
Generation III Water preservation
Generation IV
Generation IV Global climate change
Source Philanthropy among UHNWs and family
offices in Europe
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The Swiss dynamic

• 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 Germany
• Family legacy
• Capacity and desire to change
• Obligation Vs Opportunity
• Causes and projects are just as diverse as
  elsewhere in Europe
• Arts
• Education
• Environmentalism

Source Philanthropy among UHNWs and family
offices in Europe