Endowus

Personalising wealth management for the community has always been our goal. That means catering to the nuanced demands of different investors. What sets Endowus apart is a client-driven and goal-oriented investment philosophy - not a product-centric approach. Our CIO, Hugh Chung, provides a bit more insight into this in a recent interview with Hubbis. Central to Endowus's solutions are its portfolio solutions aimed at helping clients diversify their investments even within a particular asset allocation. These are largely driven by the investment office to cater to as many unique client circumstances as possible, with our MAS-licensed client advisors providing another layer of advisory and guidance. By leveraging these comprehensive and strategically designed portfolios, clients are empowered to achieve their specific financial goals, whether it's growing their wealth, securing their retirement, or preserving their assets. Thank you, Hubbis and Michael Stanhope, for having Hugh on. Read the full article here: https://lnkd.in/gdixAi98 #Endowus #WealthManagement #GoalBasedInvesting #FinancialPlanning #ClientCentric #Innovation #DigitalWealth

1 day left. This year, we're reintroducing our 1-minute takeaway challenge, where fund managers will get to share their biggest takeaway on the best themes of 2025 alongside future opportunities. Brookfield Oaktree Wealth Solutions, Dimensional Fund Advisors, Macquarie Group and PIMCO are just a few names in the industry that will participate in this challenge. For those still interested in registering for the event, join the waitlist here: https://hk.endw.us/3Xb0KG3 You don’t want to miss this, we’ll see you tomorrow. Diamond Partner: iCapital Platinum Partner: Dimensional Fund Advisors Gold Partners: Acadian Asset Management, Amundi, Barings, Brookfield Oaktree Wealth Solutions, The Carlyle Group, Macquarie Group, Man Group, Partners Group, PIMCO, Ping An Asset Management (HK) and UBP - Union Bancaire Privée Supporting Partners: AIMA - The Alternative Investment Management Association, Family Office Association Hong Kong, FinTech Association of Hong Kong, The Hong Kong Institute of Bankers, Hong Kong Securities and Investment Institute, Hong Kong Venture Capital and Private Equity Association (HKVCA), Invest Hong Kong Co-Host: Carret Private Capital Limited #Endowus #EndowusHK #EndowusInvestmentSummit2025 #AlternativeInvestments #MarketViews Investment involves risk. Please refer to our T&C and disclaimer at https://hk.endw.us/legal. This social post has not been reviewed by the SFC. Endowus HK Limited is licensed (CE No. BQR225) by SFC for Type 1 (Dealing in Securities), 4 (Advising on Securities) and 9 (Asset Management) regulated activities.

1 in 4 people will be over 60 by 2050, 3 times what it was in 2010. Ensuring that Asia is well equipped to deal with the growing ageing population requires solutions that may take time to come to fruition. Endowus is proud to be an ecosystem partner with the World Economic Forum's Centre for Financial and Monetary Systems, UpLink - World Economic Forum and Manulife, as they launch Innovating for Asia’s Demographic Future, a challenge aimed at enabling multigenerational financial resilience, equitable healthy ageing and lifelong fulfilment across Asian populations. 🌏 The programme is open to startups building solutions that empower individuals to stay financially stable, proactively manage their health and remain engaged in their communities. These focuses strongly align with Endowus' missional purpose. Those inducted into the programme could win a share of the C$200,000 prize and gain access to exclusive networking events and mentorship from leading companies, visibility and funding opportunities.  Sign up for the challenge before 28 April - https://wef.ch/4c0BoRt #Endowus #WorldEconomicForum #LongevityEconomy #FinancialResilience #HealthyAgeing 

Investing is not inherently a gendered activity. In this month's Science of Wealth with The Business Times, Endowus Chief Client Officer Sin Ting So provides clarity on why investing isn't just a man's game. In reality, men and women share notable similarities in their investing views and goals on a fundamental level. However, certain societal and cultural contexts have led to pronounced differences which may unwittingly perpetuate 'traditional' beliefs. Wealth management for women should recognise these structural challenges and better understand these nuances so wealth advisers can offer more customised advice. Dispel these tired, outdated notions - read the full article here: https://lnkd.in/gzt4gcvP #Endowus #BusinessTimes #ScienceOfWealth #FemaleInvesting

3 days left. We’re bringing together the industry’s finest to give you a better overview of the industry and its outlook, as it stands. Endowus CEO, Gregory Van, will host a fireside chat with our Diamond Partner, iCapital and their Managing Director, Head of Asia Pacific, Tuan Lam. As a rapidly growing alternative platform in Asia with US$14 billion in platform assets in the region, their point of view on the markets and the accessibility of alternative investments is invaluable. Join the wait list here: https://hk.endw.us/3Xb0KG3 Diamond Partner: iCapital Platinum Partner: Dimensional Fund Advisors Gold Partners: Acadian Asset Management, Amundi, Barings, Brookfield Oaktree Wealth Solutions, The Carlyle Group, Macquarie Group, Man Group, Partners Group, PIMCO, Ping An Asset Management (HK) and UBP - Union Bancaire Privée Supporting Partners: AIMA - The Alternative Investment Management Association, Family Office Association Hong Kong, FinTech Association of Hong Kong, The Hong Kong Institute of Bankers, Hong Kong Securities and Investment Institute, Hong Kong Venture Capital and Private Equity Association (HKVCA), Invest Hong Kong Co-Host: Carret Private Capital Limited #Endowus #EndowusHK #EndowusInvestmentSummit2025 #AlternativeInvestments #MarketViews Investment involves risk. Please refer to our T&C and disclaimer at https://hk.endw.us/legal. This social post has not been reviewed by the SFC. Endowus HK Limited is licensed (CE No. BQR225) by SFC for Type 1 (Dealing in Securities), 4 (Advising on Securities) and 9 (Asset Management) regulated activities.

The US administration's latest tariffs have taken the world by storm, with analysts and world leaders wary of the repercussions of the decision. Will we see a trade war in the future? We've compiled fund manager views on European equities and how they may be affected by the new tariffs to help you guide your investing decisions as we move forward. Read the full article here: https://lnkd.in/gdZ69gwX #Endowus #Trump #USTariffs #FundManager Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Please refer to our full disclaimer at https://sg.endow.us/mas.

With trade tensions in full swing and the US administration's announcement of ‘reciprocal tariffs’ on trading partners, investors fearing that a trade war is on the horizon have rushed to sell assets, sending shockwaves through the global markets.    The recent uncertainty that surrounds the investment market reminds us once again that market ups and downs are a normal mechanism. Continue to stay disciplined and diversified, and avoid selling out of fear or trying to time the market. When we get back to basics and focus on time-tested, evidence-based investment strategies, your investment decisions will no longer be driven by emotions, and you'll avoid the losses associated with panic selling. Swipe to read an in-depth view from our Investment Office. #Endowus #TrumpTariffs #MarketVolatilty #InvestBetter Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Please refer to our full disclaimer at https://sg.endow.us/mas.

It’s been a volatile start to the year. Geopolitical relations have been strained, and the US has been in a state of flux since Trump’s appointment. What do we do for the rest of the year? The 2nd edition of the Endowus Investment Summit brings together C-suite leaders in the wealth management industry to provide their perspectives on that question. Look forward to a candid conversation on the current investment environment and how you may position your portfolios for long-term growth despite volatile conditions. Moderated by our Chairman and Group CIO, Samuel Rhee, you wouldn’t want to miss this. Our Head of Hong Kong, Steffanie Yuen, will also speak about the current credit space and how fund managers identify value and manage risks in this asset class. We’re running out of seats, so register now: https://hk.endw.us/3Xb0KG3 Diamond Partner: iCapital Platinum Partner: Dimensional Fund Advisors Gold Partners: Acadian Asset Management, Amundi, Barings, Brookfield Oaktree Wealth Solutions, The Carlyle Group, Macquarie Group, Man Group, Partners Group, PIMCO, Ping An Asset Management (HK), UBP - Union Bancaire Privée Supporting Partners: AIMA - The Alternative Investment Management Association, Family Office Association Hong Kong, FinTech Association of Hong Kong, The Hong Kong Institute of Bankers, Hong Kong Securities and Investment Institute, Hong Kong Venture Capital and Private Equity Association (HKVCA), Invest Hong Kong Co-Host: Carret Private Capital Limited #Endowus #EndowusHK #EndowusInvestmentSummit #PrivateMarkets Investment involves risk. Please refer to our T&C and disclaimer at https://hk.endw.us/legal. This social post has not been reviewed by the SFC. Endowus HK Limited is licensed (CE No. BQR225) by SFC for Type 1 (Dealing in Securities), 4 (Advising on Securities) and 9 (Asset Management) regulated activities.

The world is constantly evolving, much less financial systems and investor needs. The World Economic Forum has been one of the biggest global drivers of these changes, and they invited Gregory Van and Steffanie Yuen to speak at their inaugural Centre for Financial and Monetary Systems 2025 Symposium. Speaking on the panel on the Rise of Retail Investors, Greg spoke about how technology is transforming the wealth-building experience for people. While AI has been key in reshaping the experience, the starting point for such tools should be focused on the intention of building long-term wealth in a sustainable way for the future, not about selling and churning financial products. Steff shared her insights on Future-Proofing the Longevity Economy: Innovations and Key Trends, a topic that lies close to the Endowus mission as we support clients in their pursuit of retirement adequacy. What's heartening to see is that communities, businesses and societies are collaborating now more than ever to push for more progressive practices in finance. Here are some other key takeaways from the day's events: 👩🏻🎓 Investors are getting younger: 30% of Gen Z began investing during university or early adulthood, compared to 15% of millennials. 🤖 AI could be the future of financial advice: 41% of Gen Z would be open to using an AI assistant to manage their investments. Only 14% of baby boomers said the same. 💰 Financial focus is shifting toward the short term: In 2024, 51% of investors prioritised emergency savings, up from 41% in 2022, while those focused on having enough to retire dropped from 48% to 42%. ✊🏻 Ensuring financial resilience through key life events: Nearly 40% of people globally face financial instability after unplanned career interruptions, including breaks in their careers, illness or unexpected retirement. 🌍 Providing universal access to financial education: Only 33% of the global population is deemed financially literate, contributing to wealth inequalities that are in turn strongly correlated with life expectancy inequalities. 👴🏻 The evolution of jobs and skill development across age groups: Globally, up to 25% of individuals aged 55 and older wish to work in old age but face barriers in finding opportunities. Thank you, World Economic Forum, for having Greg and Steff share their insights at the symposium. #Endowus #WorldEconomicForum #RetailInvestors #LongevityEconomy

Wishing all our Muslim friends and families a joyous and blessed celebration this Hari Raya — from all of us at Endowus. #HariRayaAidilfitri #Ramadan