HNWIs and SRI: Current Status, Outlook and Potential Pitfalls

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A presentation by Erol Bilecen at TBLI CONFERENCE EUROPE 2008.

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  • HNWIs and SRI: Current Status, Outlook and Potential Pitfalls

    1. 1. Nigh Net Worth Wealth Management and the Tripple Bottom Line Erol Bilecen Head Client Services Sustainable Investment TBLI Conference Europe, Amsterdam, November 13 2008
    2. 2. Bank Sarasin - a highly regarded Swiss private bank <ul><li>Swiss Private Bank, founded in 1841 </li></ul><ul><li>Specialised in asset management, private banking and trading </li></ul><ul><li>Approx. € 51 billion of assets-under-management (69% private clients business) </li></ul><ul><li>More than 1,300 employees </li></ul><ul><li>Headquarters in Basel </li></ul><ul><li>Offices in Geneva, Lugano, Zurich, Bahrain, Dubai, Dublin, Frankfurt, Guernsey, Hong Kong, Qatar, La Coruña, London, Madrid, Munich, Oman, Paris, Singapore </li></ul><ul><li>Rabobank, an AAA-rated commercial bank, is the majority shareholder with a 46% stake in its equity capital and 69% of its voting rights </li></ul>
    3. 3. Wealth and Innovation
    4. 4. High Net Worth Individuals – Innovators
    5. 5. High Net Worth Individuals and SRI Source: Merrill Lynch, Cap Gemini (2008): World Wealth Report 2007
    6. 6. High Net Worth Individuals and Clean Tech Investments Source: Merrill Lynch, Cap Gemini (2008): World Wealth Report 2008
    7. 7. High Net Worth Individuals and SRI
    8. 8. High Net Worth Individuals – Investment Strategies
    9. 9. Excursion: Are Sustainability Theme Investments Sustainable by Definition? Case 1: Climate Change and Nuclear Power
    10. 10. Excursion: Are Sustainability Theme Investments Sustainable by Definition? <ul><li>We saw a biofuel hype in equity markets and sky-rocketing share prices </li></ul><ul><li>But wait a minute – are biofuels all that sustainable? </li></ul><ul><li>What about the environmental and social implications of an „uncontrolled“ growth of biofuel production? </li></ul><ul><li>What is the best utilisation path of biomass for energy production? </li></ul>
    11. 11. High Net Worth Individuals – Sustainable Investment Asset Allocation
    12. 12. High Net Worth Individuals – Motives for Sustainable Investments
    13. 13. High Net Worth Individuals and Sustainable & Responsible Investments – Outlook
    14. 14. High Net Worth Individuals and Sustainable & Responsible Investments – Outlook
    15. 15. Legal disclaimer <ul><li>This Document was produced by Bank Sarasin & Co. Ltd (hereafter „bank“) with the greatest of care and to the best of its knowledge and belief. However, the bank provides no guarantee with regard to its content and completeness and does not accept any liability for losses which might arise from making use of this information. The opinions expressed in this document are those of the bank at the time of writing and are subject to change at any time without notice. If nothing is indicated to the contrary, all figures are unaudited. This document is provided for information purposes only and is for the exclusive use of the recipient. It does not constitute an offer or a recommendation to buy or sell financial instruments or banking services and does not release the recipient from exercising his/her own judgment. The recipient is in particular recommended to check that the information provided is in line with his/her own circumstances with regard to any legal, regulatory, tax or other consequences, if necessary with the help of a professional advisor. This document may not be reproduced either in part or in full without the written permission of the bank. It is expressly not intended for persons who, due to their nationality or place of residence, are not permitted access to such information under local law. Every investment involves risk, especially with regard to fluctuations in value and return. It should be noted that historical returns and financial market scenarios are no guarantee of future performance. Investments in foreign currencies involve the additional risk that the foreign currency might lose its value against the investor‘s reference currency. The investment funds mentioned in this publication are domiciled in Luxembourg. They are represented in Switzerland through Bank Sarasin & Co. Ltd, Basle. The paying agent in Switzerland is Bank Sarasin & Co. Ltd, Basle. Subscriptions are only valid on the basis of the current sales prospectus and the most recent annual report (or half-yearly report, if this is more recent). The prospectus, the simplified prospectus, the management regulations and the annual and half-yearly reports may be obtained free of charge from Bank Sarasin & Co Ltd, Basle and from all other branches of Bank Sarasin & Co. Ltd. ® 2008 Copyright by Bank Sarasin & Co. Ltd </li></ul>
    16. 16. Your contact: Erol Bilecen Bank Sarasin & Co. Ltd Elisabethenstrasse 62 4002 Basel Switzerland Tel.: +41 (0)61 277 75 62 Fax: +41 (0)61 277 76 88 E-mail: erol.bilecen@sarasin.ch URL: www.sarasin.ch/sustainability

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