“Europe’s Ultra Wealthy gave a total of $52BN in 2020, equating to a third of Global UHNW giving, and Asia $ 21BN representing a 12% global share in UHNW giving.”
THE PHILANTHROPY OPPORTUNITY
As our collective consciousness grows, major financial players are taking an active role in creating a more holistic approach to wealth management and supporting their clients in leveraging their wealth to contribute towards addressing global issues.
WHY WIN ADVISORS ?
WIN Advisors benefits not only from a in-depth understanding and experience in the world of Philanthropy and the interactions between the complexity of stakeholders it represents, but also the as the Founder, I benefit from an long-standing career of 20+ years in the area of Finance.
Having served as a Private Banker, Investment Advisor and headed a Wealth Intermediaries Department in Switzerland for over 6 years, I not only understand the Philanthropy world but also that of the financial services industry.
Benefiting also from the experience of structuring and operating a Philanthropy Department within a Banking environment, I have extensive experience in interacting with private clients, family offices, trust companies and independent asset managers in the context of Philanthropy and supporting relationship managers in engaging with their clients to discuss and implement their Philanthropic projects.
Philanthropy has become an integral part of the asset allocation of HNW and UHNW individuals.
Impact oriented asset allocation advice on the diverse spectrum of possibilities offered in the responsible allocation of private wealth may be expressed not only through the elaboration of personal Philanthropic projects and allocation of grants to non-profit organizations, but also through a diverse spectrum of investment opportunities such as the leverage that Venture Philanthropy and targeted impact investing offers and the catalytic impact towards the causes they support.
The in-depth expertise we offer understands both the significant opportunity represented by Philanthropy as well as insight into the potential challenges that integrating a Philanthropy service offering represents to financial intermediaries.
We bring the unique blend of skill sets that can help smoothly integrate professionalized Philanthropy services into your current client offering.
HOW WE SUPPORT YOUR PHILANTHROPY RELATED NEEDS
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We help you reflect on and structure your Philanthropy proposition to enhance your current service offering in alignment with your objectives and corporate values and goals.
This encompasses the elaboration of marketing & communication materials and relevant documentation as well as social media posts to share the extended offering with a wider audience.
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We support your relationship managers in conducting a book review and identifying and discussing the opportunities within their client and prospect base to whom they can promote your Philanthropy service offering. We may also assist with the outreach to these clients and prospects as required.
Note : We adhere all all times to your internal and the external regulatory environment and to the principles linked to Swiss Banking Secrecy.
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We provide information sessions and educational material to the relationship managers and wider staff of your organization to allow them to speak knowingly on Philanthropy and the global issues it seeks to address.
Their buy-in and engagement is key to a successful roll-out and scaling of the Philanthropy service offering within your organization.
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We support your relationship manager in their interactions with their clients on the theme of Philanthropy and throughout their entire journey from the due diligence and implementation process, to feedback on the impact being achieved.
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We work with you to provide professional quarterly or annual reviews, assessing the impact achieved. This information can be prepared and shared alongside their traditional portfolio reviews.
Note : Pure Philanthropy projects and portfolios will report in terms of impact and not financial performance. All financial related “impact” themed investments will rely on the review and assessments provided by the issuing organizations.
HOW WE WORK ?
Tailored to your needs
Our services are tailored to your needs as a one-stop outsourced professional Philanthropy service provider, to enable your organization to establish and scale a Philanthropy offering.
In-house presence, blended or external and online support
We may either collaborate on a time-spent basis with external support or establish a regular part-time blended external and inhouse presence for a greater integration and regular interactions.