1. 2007 & 2006 winner of: “The leading strategy consultants in global wealth management” WealthBriefing 1 Philanthropy among UHNWs and family offices in Europe Zuercher Roundtable der Philanthropie 28 February 2008

2. © Scorpio Partnership, 2008 2 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 3 Participants in the study I Source: Philanthropy among UHNWs and family offices in Europe

4. © Scorpio Partnership, 2008 4 Participants in the study II Source: Philanthropy among UHNWs and family offices in Europe

5. © Scorpio Partnership, 2008 5 Profile of givers Source: Philanthropy among UHNWs and family offices in Europe

6. © Scorpio Partnership, 2008 6 Advice active-givers would give to other would-be givers Source: Philanthropy among UHNWs and family offices in Europe

7. © Scorpio Partnership, 2008 7 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 8 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 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