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市場調查報告書

Insight Report:全球資產管理市場上的慈善事業

Insight Report: Philanthropy

出版商 Wealthinsight 商品編碼 294513
出版日期 內容資訊 英文 111 Pages
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Insight Report:全球資產管理市場上的慈善事業 Insight Report: Philanthropy
出版日期: 2014年01月29日 內容資訊: 英文 111 Pages
簡介

在全球各國慈善活動持續性擴大,其中很多全球富裕階級(HNWI)完成了很大的作用。可是,富裕階級的資金援助活動基於各樣因素(人口結構、文化、傳統等),在每個國家、地區的差異很大。為此,每個地區的活動推動因素和課題也有很大的差異。近幾年自發性的資金援助縮小,取代的是組織性慈善活動擴大。富裕階級的關心不僅是單純的節稅對策,也關心投資慈善活動帶來的影響度。許多富裕階級依活動對象而積極參與。慈善事業部門的影響度和革新,現在被寄予很大的關心。

本報告提供全球資產管理市場上慈善活動狀況相關分析、全球各國的富裕階級(HNWI)參與慈善活動的理由、及目前活動情形的特徵和規模、各地區的詳細趨勢、主要的資金援助對象、援助方面的特質(年齡、性別、行業等)的關聯性、私人銀行、資產管理企業的主要成功案例等調查資料、考察,並將結果概述為以下內容。

第1章 簡介

  • 關於本報告
  • 定義

第2章 摘要整理

第3章 慈善事業中資產管理企業所扮演的角色

第4章 全球市場現況

  • 概況
  • 全球各地的富裕階級(HNWI)的慈善事業:現狀與範圍
  • 南北美洲
  • 亞太地區
  • 歐洲
  • 中東、非洲

第5章 目前資金援助模式和「家族的價值觀」

  • 近幾年的主要趨勢
  • 南北美洲
  • 亞太地區
  • 歐洲
  • 中東、非洲
  • 家族財團 (Family Foundations)
  • 資金援助主要的授予對象

第6章 關於 WealthInsight

圖表一覽

目錄
Product Code: WI0010FR

The report provides market analysis and insights, including:

  • In-depth analysis of the philanthropic sector and the opportunities and challenges it holds for wealth management firms
  • Detailed analysis of key causes that attract the attention of HNWIs for philanthropic contributions
  • Detailed analysis of key and emerging trends in the philanthropic sector
  • Insights into the philanthropic giving patterns of HNWIs across regions
  • Case studies of private banks and wealth managers that are successfully challenging the sector's dynamics

Summary

Global philanthropic activity demonstrated steady growth during the review period, and HNWIs have played a significant role in achieving this. However, the global trend of giving among HNWIs varies by region and country, depending on demographics, culture and traditions. Accordingly, each region has its own drivers and challenges. While a decline is being observed in spontaneous HNWI contributions in the philanthropy sector, structured philanthropic contributions are growing. Rather than contributing to qualify for tax deductions, the focus of HNWIs has increasingly been concentrated around the impact of their philanthropic investments. Many HNWIs are willing to become actively involved in their cause by volunteering. The philanthropy sector is demonstrating an increasing focus on impact and innovation.

Scope

  • This report provides an in-depth analysis of the philanthropic sector and the opportunities it holds for wealth management firms. It includes case studies of private banks and wealth managers that are successfully challenging the sector's dynamics.
  • The report focuses on the philanthropic trends of HNWIs worldwide, and provides analysis from WealthInsight's proprietary HNWI database comprising over 75,000 individuals. For the purpose of identifying regional trends, HNWI philanthropists have been segmented by the geographical region.
  • The report examines the specific trends in the Americas, Europe, Asia-Pacific, the Middle East and Africa. For each region, the motives of HNWI philanthropists are analyzed by age, gender, the industry they belong to, and their wealth band.

Reasons To Buy

  • Take strategic business decisions using information on the involvement of HNWIs in philanthropic activities across different regions.
  • Understand the factors that affect HNWIs' philanthropic decision-making processes.
  • Understand current strategic offerings of wealth management firms to attract HNWI philanthropists.
  • Understand the role played by charitable organizations and giving vehicles in the philanthropy sector.

Table of Contents

1. Introduction

  • 1.1. What is this report about?
  • 1.2. Definitions

2. Executive Summary

3. The Role of Wealth Management Firms in Philanthropy

4. Global Snapshot

  • 4.1. Overview
  • 4.2. The Current State and Scope of HNWI Philanthropy Worldwide
  • 4.3. The Americas
  • 4.4. Asia-Pacific
  • 4.5. Europe
  • 4.6. The Middle East and Africa

5. Current Giving Patterns and Family Values

  • 5.1. Key Emerging Trends
  • 5.2. Americas
  • 5.3. Asia-Pacific
  • 5.4. Europe
  • 5.5. The Middle East and Africa
  • 5.6. Family Foundations
  • 5.7. Key Recipients of Philanthropic Contributions

6. About WealthInsight

List of Tables

  • Table 1: Philanthropic Causes Definitions
  • Table 2: HNWI Wealth Band and Group Definitions
  • Table 3: Global HNWIs - Philanthropy by Cause (%), 2013
  • Table 4: Global HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Table 5: Global HNWIs - Philanthropy by Age and Cause (%), 2013
  • Table 6: Global HNWIs - Philanthropy by Wealth band and Cause (%), 2013
  • Table 7: Global HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013-Part One
  • Table 8: Global HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Two
  • Table 9: Global HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Three
  • Table 10: American HNWIs - Philanthropy by Cause (%), 2013
  • Table 11: American HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Table 12: American HNWIs - Philanthropy by Age and Cause (%), 2013
  • Table 13: American HNWIs - Philanthropy by Wealth Band and Cause (%), 2013
  • Table 14: American HNWIs- Segmentation by Industry and Philanthropic Activity (%), 2013 - Part One
  • Table 15: American HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Two
  • Table 16: American HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Three
  • Table 17: Asia-Pacific HNWIs - Philanthropy by Cause (%), 2013
  • Table 18: Asia-Pacific HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Table 19: Asia-Pacific HNWIs - Philanthropy by Age and Cause (%), 2013
  • Table 20: Asia-Pacific HNWIs - Philanthropy by Wealth band and Cause (%), 2013
  • Table 21: Asia-Pacific HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part One
  • Table 22: Asia-Pacific HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Two
  • Table 23: Asia-Pacific HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Three
  • Table 24: European HNWIs- Philanthropy by Cause (%), 2013
  • Table 25: European HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Table 26: European HNWIs- Philanthropy by Age and Cause (%), 2013
  • Table 27: European HNWIs- Philanthropy by Wealth Band and Cause (%), 2013
  • Table 28: European HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part One
  • Table 29: European HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Two
  • Table 30: European HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Three
  • Table 31: Middle Eastern and African HNWIs - Philanthropy by Cause (%), 2013
  • Table 32: Middle Eastern and African HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Table 33: Middle Eastern and African HNWIs - Philanthropy by Age and Cause (%), 2013
  • Table 34: Middle Eastern and African HNWIs - Philanthropy by Wealth Band and Cause (%), 2013
  • Table 35: Middle Eastern and African HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part One
  • Table 36: Middle Eastern and African HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Two
  • Table 37: Middle Eastern and African HNWIs - Segmentation by Industry and Philanthropic Activity (%), 2013 - Part Three
  • Table 38: Global Philanthropic Giving through Charitable Organizations (%), 2013
  • Table 39: Global Philanthropic Giving through Clubs or Associations (%), 2013
  • Table 40: Global Philanthropic Giving through Educational Organizations (%), 2013
  • Table 41: Global Philanthropic Giving through Cultural Organizations (%), 2013
  • Table 42: The Americas - Top Five Family Foundations, 2013
  • Table 43: Europe - Family Foundations, 2013
  • Table 44: India - Family Foundations, 2013
  • Table 45: China - Family Foundations, 2013
  • Table 46: Middle East and Africa -Family Foundations, 2013

List of Figures

  • Figure 1: Venture Philanthropy Model of Asian Venture Philanthropy Network
  • Figure 2: Global HNWIs - Philanthropy by Cause (%), 2013
  • Figure 3: Global HNWIs - Philanthropy by Cause (%), 2013
  • Figure 4: Global HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Figure 5: Female HNWIs- Philanthropy by Cause (%), 2013
  • Figure 6: Male HNWIs - Philanthropy by Cause (%), 2013
  • Figure 7: Global HNWIs - Philanthropy by Age and Cause (%), 2013
  • Figure 8: Global HNWIs - Philanthropy by Wealth Band and Cause (%), 2013
  • Figure 9: Billionaires - Philanthropy by Cause (%), 2013
  • Figure 10: Centimillionaires- Philanthropy by Cause (%), 2013
  • Figure 11: Affluent Millionaires - Philanthropy by Cause (%), 2013
  • Figure 12: Mid-Tier Millionaires- Philanthropy by Cause (%), 2013
  • Figure 13: Lower-Tier Millionaires - Philanthropy by Cause (%), 2013
  • Figure 14: HNWI Populations in Key Countries in the Americas (Thousands), 2008-2012
  • Figure 15: HNWI Populations In Key Countries in the Americas (Thousands), 2013-2017
  • Figure 16: Growth of HNWI Giving Vehicles in the US (Assets in US$ Million), 2011-2012
  • Figure 17: Growth of Giving Vehicles in the US (Assets in US$ Billions), 2011-2012
  • Figure 18: Growth in HNWI Population in Selected Countries in the Asia-Pacific (Thousands), 2008-2012
  • Figure 19: Growth in HNWI Populations in Selected Asia-Pacific Countries (Thousands), 2013-2017
  • Figure 20: Growth in HNWI Populations in Selected European Countries (Thousand), 2008-2012
  • Figure 21: Growth in HNWI Populations in Selected European Countries (Thousand), 2013-2017
  • Figure 22: American HNWIs - Philanthropy by Cause (%), 2013
  • Figure 23: American HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Figure 24: American HNWIs - Philanthropy by Age and Cause (%), 2013
  • Figure 25: American HNWIs - Philanthropy by Wealth band and Cause (%), 2013
  • Figure 26: Asia-Pacific HNWIs - Philanthropy by Cause (%), 2013
  • Figure 27: Asia-Pacific HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Figure 28: Asia-Pacific HNWIs - Philanthropy by Age and Cause (%), 2013
  • Figure 29: Asia-Pacific HNWIs - Philanthropy by Wealth band and Cause (%), 2013
  • Figure 30: European HNWIs - Philanthropy by Cause (%), 2013
  • Figure 31: European HNWIs- Philanthropy by Gender and Cause (%), 2013
  • Figure 32: European HNWIs- Philanthropy by Age and Cause (%), 2013
  • Figure 33: European HNWIs - Philanthropy by Wealth Band and Cause (%), 2013
  • Figure 34: Middle Eastern and African HNWIs - Philanthropy by Cause (%), 2013
  • Figure 35: Middle Eastern and African HNWIs - Philanthropy by Gender and Cause (%), 2013
  • Figure 36: Middle Eastern and African HNWIs - Philanthropy by Age and Cause (%), 2013
  • Figure 37: Middle Eastern and African HNWIs - Philanthropy by Wealth Band and Cause (%), 2013
  • Figure 38: Global Philanthropic Foundations by Type (%), 2013
  • Figure 39: The Americas - Sectors to which Family Foundations Donate Funds (%), 2013
  • Figure 40: Europe - Sectors to which Family Foundations Donate Funds (%), 2013
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