In this presentation, prepared for The Mark Challenge at the International University of Monaco (IUM), Wealth-X Senior Director of Business Development Manual Bianchi covers key aspects of the UHNW population, how they approach philanthropic giving, and what growth opportunities Wealth-X identifies in major gift fundraising over the next 5 years.

1. APPLIED WEALTH INTELLIGENCE
The UHNW
population &
Philanthropic
Giving
Wealth-X | The Global Authority on Wealth Intelligence
PRESENTED BY MANUEL BIANCHI, Senior Director Business Development
April 25th, 2017

2. Content
• Company Overview & Target Focus
• UHNWIs and Billionaires Key Findings
• Philanthropic Giving

3. Company Overview &
Target Focus

4. 4
Who We Are
 14+ Years of Experience
 500+ Clients Served
 180+ Global Staff
 140+ Researchers
 35+ Languages Covered
 The world’s leading wealth information and insight business
 Clients across 4 main sectors:
 Financial services
 Luxury brands
 Not-for-profit
 Educational Institutions
 We research, verify, structure publicly available information on the world’s
wealthy population to allow our clients to target their sales & marketing efforts,
by building a meaningful and bespoke strategy

5. 5
HNW and UHNW
213’000
UHNW Individuals
$32.4
Trillion
Total Dollar Net Worth
=
15’800’000
HNW Individuals
$42.1
Trillion
Total Dollar Net Worth
=

6. 6
The global UHNW population

7. Key Findings

8. 8
Wealth Tiers
 The UHNW population represents
0.003% of the global population,
but controls about 12% of the
global wealth;
 The world’s billionaires,
comprising just 1% of the world’s
UHNW population, hold over a
quarter of UHNW wealth;

9. 9
Billionaire numbers
2’397
BILLIONAIRES in 2016
$7.4 Trillion
Total Dollar Net Worth
=
1BILLIONAIRE for every
3’000’000
Individuals

10. 10
The global Billionaire population

11. 11
The global UHNW population forecast
 By 2020 UHNW wealth is
expected to grow to
US$46.2 trillion at a
compound annual growth
rate of 9%. Furthermore,
the UHNW population is
expected to exceed
318,000.

12. 12
The average UHNW Individual
Male
NEARLY 60 years old
Self
Made

13. 13
Source of Wealth by Gender
 Two thirds of women received some or all of their wealth via inheritance compared with a third of
men.

14. 14
Interest, Passions, Hobbies & Industries

15. Philanthropic Giving

16. 16
Global Major Donors

17. 17
UHNW Giving by region

18. 18
Education greatest recipient of philanthropic
giving
 Education is by far the greatest recipient of philanthropic giving, receiving 44% of the total value
of gifts.

19. 19
Further recipients of philanthropic giving

20. 20
Growth in Major Giving

21. Thank you
21

22. APPLIED WEALTH INTELLIGENCE
Manuel Bianchi
mbianchi@wealthx.com
+41 78 681 30 36