Endowus

Last Friday, we caught a glimpse into the future of wealth at the Endowus Wealthtech Conference 2024! For the third year running, we were joined by industry leaders and investment giants sharing their thoughts and insights on the future of wealth management. From massive global topics like the US elections to CPF and SRS investing, something that remains close to every Singaporean's heart, it was a privilege to host and observe panels filled with experts in their respective fields. One key learning from the discussions - there's a monumental US$700 billion in wealth, as seen in the McKinsey Wealth Report, that is expected to transition onto digital platforms in the coming years - which speaks to the massive opportunity at hand for wealth management players to create and design better user experiences for investors. That's a responsibility for all the players in the sector and is mission-critical to Endowus's vision to help others invest better. We would like to extend our heartfelt thanks to everyone who participated in this event; our sponsors, partners, supporting associations, staff, and clients. We could not have done it without you! Thank you for participating with us this year, see you in the next. Official Knowledge Partner: McKinsey & Company Diamond Partner: Amundi Platinum Partners: Dimensional Fund Advisors, PIMCO Gold Partners: Capital Group, The Carlyle Group, Jupiter Asset Management, Neuberger Berman, UBP - Union Bancaire Privée Supporting Partners: Singapore FinTech Association (SFA), Family Office Association Hong Kong, FinTech Association of Hong Kong #Endowus #EndowusWealthTechConference2024 #EWC2024 #Singapore #wealthtech

"The time has come for policy to adjust". In partnership with Thornburg Investment Management, Endowus brings you an event detailing the recent monetary policy changes and unique market opportunities and strategies to optimise your portfolio to weather these volatile times. Featuring Edwin Ho, Endowus Senior Client Advisor and Christian Hoffmann, Head of Fixed Income and Managing Director at Thornburg, we look forward to the insights that will be shared that evening. The seats have been filled for the evening, thank you all for your interest and we'll see you at the next one. Find the full details of this event here: https://hk.endw.us/3YEvqk7 See you there! #EndowusHK #ThornburgInvestmentManagement #PolicyChanges #InvestBetter

Economic data continues to surprise the market, helping the US market stay strong amidst several ongoing factors, from a softening economy to the Fed's policy response and arguably the most anticipated event of the year which is the elections. And while the China stock market received record flows, it just as easily saw outflows in a matter of days. It's a reminder that the market continues to be volatile as we race ahead in the last quarter of the year. Join our investment office for our live webinar as they share their views on managing investments during this action-packed period - register here: https://lnkd.in/gG99uRbU #Endowus #FedPolicy #USMarket #InvestBetter

Latest project from Endowus: Paint the town blue 💙🇭🇰 After months of hardwork, we are excited to have launched phase 1 of our very first large scale OOH campaign in #HongKong. Catch our ads in Central, Admiralty, Causeway Bay MTR and trams along the island under the theme “𝐄𝐥𝐞𝐯𝐚𝐭𝐞 𝐲𝐨𝐮𝐫 𝐰𝐞𝐚𝐥𝐭𝐡: 𝐈𝐧𝐯𝐞𝐬𝐭 𝐁𝐞𝐭𝐭𝐞𝐫 𝐭𝐨 𝐋𝐢𝐯𝐞 𝐁𝐞𝐭𝐭𝐞𝐫”. This commitment to further invest in our HK growth comes after the overwhelmingly positive response from clients since our full service launch 6 months ago - to bring a truly #independent, non-commission based wealth advisory model to Hong Kong, whereby we act as true #fiduciary to clients and not product pushers of the latest hot product that pays good commission. Download the Endowus app and become a client today if you haven’t yet done so. Reach out if want to learn more, myself and our team of client advisors would be more than happy to assist you on your wealth journey! #Endowus #InvestBetterToLiveBetter #HongKong #cost #access #advice Samuel Rhee Gregory Van Sin Ting So Deepak Sarda Hugh Chung Dominic Ong Abigail T. Clarissa Wang Zhuoran (John) Li Serene Chew Yu Ling Chan Sheryl C. Jen Lua Jason Teo Min Axthelm, CFA Janet Hung Sylvia Ng Hesperus Mak Ellie Yuen Karen H. Weiling Chooi Xingheng Chen Kate Lin Edwin Ho Vanessa Wong Muting Zhu Gloria Chiu Tatiana Park Ludovic D. HU Ze

Huge week for us, from launching a massive OOH campaign in #Hongkong to closing it with Endowus WealthTech Conference 2024. Blanketing Central, Admiralty and Causeway Bay in the next few weeks, our very first break-out campaign focused on driving the message home on the values that guide us, to help people invest better to live better — with more to come! And finally, closing the week with #ewc2024, I want to thank all the sponsors, our partners, esteemed speakers and moderators, and supporting associations, the attendees who took time off on a Friday to attend, and most of all our Endowies who came down in full force to lend their support! The success of the event was only possible because of all of you. Samuel Rhee Gregory Van Sin Ting So Deepak Sarda Yu Ling Chan Sheryl C. Hugh Chung Dominic Ong Steffanie Yuen Abigail T. Clarissa Wang Zhuoran (John) Li Jen Lua Jason Teo Min Axthelm, CFA Serene Chew Have an amazing weekend!

Improving the digital and personal experience is essential to the future of wealth and its transference. At Endowus, we strive to create that positive future. At our third annual Endowus WealthTech Conference, we welcomed speakers, clients, and industry partners to discuss strategies for staying invested and maximising long-term savings while managing emotions amid global changes. With over 500 attendees, we shared insights on public and private markets and explored hyperlocal topics like CPF investing. We hope this event was fruitful for everyone involved. Thank you for spending your day with us and we look forward to seeing you next year. Find out more about tapping into digital wealth in our joint report with McKinsey & Company here: https://lnkd.in/gGj3nUMp #Endowus #McKinsey #DigitalWealth #EWC2024

This Founder Friday, we’re excited to feature Samuel Rhee and Gregory Van, co-founders of Endowus, a pioneering digital wealth platform transforming investment strategies for individuals, family offices, and institutions across Asia. Here’s how they’re setting new standards in the wealth management industry: 🔗 Endowus was founded in 2017 with a mission to provide evidence-based advice and access to the world’s best funds across public, private markets, and hedge funds—all at a transparent, fair fee. Licensed in both Singapore and Hong Kong, they are the first digital advisor in the region to span private wealth and public pensions, offering a seamless wealth management solution. 🚀 Their unique fee-only model sets them apart from other players in the industry. By eliminating trailer fee commissions and returning them to clients as cash back, they effectively lower investment costs and boost returns. This focus on client success removes the conflicts of interest seen in trailer fee financial services, which often prioritize high-commission products. 🌍 As Asia’s leading independent digital wealth platform, Endowus combines personal savings, private wealth, and public pensions (CPF & SRS in Singapore) to help investors grow their wealth with expert advice. They offer clients access to institutional financial solutions at low, transparent fees, ensuring alignment with their best interests. 🤝 Today, Endowus serves over 100,000 clients, from individuals to family offices and institutions, while partnering with 80+ top global asset managers to provide the best investment opportunities across multiple asset classes. 🏆 Endowus has received numerous accolades, including being named Singapore’s Best Digital Wealth Management by Asia Asset Management (2024) and earning a place on the World Economic Forum’s Technology Pioneers list (2023). Their growth and leadership have also been recognized by Forbes and LinkedIn. With Endowus, Samuel and Gregory are leading the charge in democratizing wealth management in Asia. Learn more about how Endowus is helping clients to invest better and live better: endowus.com #FounderFridays

✈️✈️✈️ [REPORTING FROM HONG KONG] WHAT SHOULD WE KNOW ABOUT Endowus' OPERATIONS IN HONG KONG? ✈️✈️✈️ As part of my coverage of the Day 2 of the Cyberport Hong Kong Venture Capital Forum, I spoke with Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus. Endowus is no stranger to the business community and I believe it is used by quite a number of startup founders that I talked to as well. It is an independent fee-only wealth and fund platform, a digital fund investment platform and fiduciary adviser to over 200,000 individuals, family offices, charities, endowments and institutions. But what do we not know (and should know) about Endowus' operations in Hong Kong? Find out more from Steffanie in the video below! And do tune in to my report on the Cyberport Venture Capital Forum Day 2 on MONEY FM 89.3 at about 4.10pm today! Many thanks to Karen King and Janice Chan (RICE Communications) for arranging this! Samuel Rhee Gregory Van Sin Ting So Hugh Chung Serene Chew Dominic Ong Jason Huan Deepak Sarda Zhuoran (John) Li Min Axthelm, CFA Sheryl C. Abigail T. Clarissa Wang Yu Ling C. Jason Teo Jen Lua Michael Dempster Emma Yanfang C. Ting Shermaine Zachary Young Jian Guan Soo Daniel C. Yuhan Tan, CFA Kevin Lee Weiling Chooi Audrey Hia Yan Rong T. Nicolas Goh Sheryl C. Brandon Lee Nicolette Ong Sean Hu

We are less than 24 hours away from our flagship Endowus WealthTech Conference which is happening for the third time since our first event! Here are some key facts for the event: 📝Over 1000 registered for the in-person event 💼 With 30+  expert speakers from finance, tech and personal finance communities 🤝Over 10 world-class financial institutions partnering us for the event 💡5 exciting panels covering the global market outlook, including insights on personal finance mastery 🌟1 goal to make investing better for you to live better We can't wait to see you tomorrow and for those joining us, take photos and share them with us while tagging #EWC2024 to share the love. Those joining us virtually, we haven't forgotten you and look out for our live coverage of the event on our socials and our livestream links! #Endowus #EndowusWealthTechConference2024 #EWC2024 #Singapore #wealthtech

Endowus WealthTech Conference is returning for the third edition this year at Conrad Centennial on 25 October Friday. Themed “Access Unlocked: The Future of Wealth” and with a crowd of asset managers, financial services, family officers, consulting firms, fintech and your local investing community, join us for a whole day of knowledge, insights and networking as we explore the future of wealth management and address the key questions you have on your mind about market outlook, investing and long-term savings. With over 30+ speakers from the top fund managers including BlackRock, GSAM, Capital Group, M&G Investments and more, I’m sure it is going to be an insightful event for the public and media! Having been a watcher of Endowus for the past few years now, I’m excited to be part of this in the months of preparation. Looking forward to see our Partners and some of my previous media friends! See you there! #EWC2024 Find out more here: https://lnkd.in/guXZC9Na