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市場調査レポート

Insight Report:世界の資産管理市場におけるフィランソロピー

Insight Report: Philanthropy

発行 Wealthinsight 商品コード 294513
出版日 ページ情報 英文 111 Pages
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Insight Report:世界の資産管理市場におけるフィランソロピー Insight Report: Philanthropy
出版日: 2014年01月29日 ページ情報: 英文 111 Pages
概要

世界各国でフィランソロピー活動は持続的に拡大しており、その中で世界の富裕層(HNWI)の多くが大きな役割を果たしています。しかし、富裕層いよる資金援助活動は様々な要因(人口構造・文化・伝統など)により、国・地域ごとの違いが大きくなっています。そのため、地域ごとに活動の促進要因や課題にも大きな違いが出てきています。近年は自発的な資金援助が縮小する代わりに、組織的なフィランソロピー活動が拡大しています。富裕層の関心は単なる節税対策だけではなく、フィランソロピー活動への投資がもたらす影響度にも向けられています。多くの富裕層は活動対象により積極的に関わりたいと考えています。フィランソロピー部門の影響度やイノベーションにいま、大きな関心が寄せられています。

当レポートでは、世界の資産管理市場におけるフィランソロピー(慈善活動)活動の状況について分析し、世界各国の富裕層(HNWI)がフィランソロピー活動に参与する理由や、現在の活動状況の特徴と規模、地域別の詳細動向、主な資金援助対象、援助側の特質(年齢・性別・業種など)との関係性、プライベートバンク・資産管理企業による主な成功事例などを調査・考察して、その結果を概略以下の構成でお届けします。

第1章 イントロダクション

  • 当レポートについて
  • 定義

第2章 エグゼクティブ・サマリー

第3章 フィランソロピーにおける資産管理企業の役割

第4章 世界市場の現状

  • 概況
  • 世界各地での富裕層(HNWI)によるフィランソロピー:現状と範囲
  • 南北アメリカ
  • アジア太平洋地域
  • 欧州
  • 中東・アフリカ

第5章 現在の資金援助パターンと「家族の価値観」

  • 近年の主な動向
  • 南北アメリカ
  • アジア太平洋地域
  • 欧州
  • 中東・アフリカ
  • 家族財団 (Family Foundations)
  • 資金援助の主な授与対象

第6章 WealthInsightについて

図表一覧

目次
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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