Zero conflict-of-interest wealth management
Securities and Futures Commission of Hong Kong (SFC)
CE NO. bqr225
CE NO. bqr225
Gregory Van
CEO
Endowus
Endowus
200+ Best-In-Class Funds from
50+ Global Asset Managers
50+ Global Asset Managers
No Subscription Fees
100% Cashback on
Trailer Commissions
Trailer Commissions
Automated & Human Advice
Wealth Platform of Choice
for Finance Professionals
for Finance Professionals
Onboard in just a few minutes.
Start from HKD10,000.
Start from HKD10,000.
200+ Best-In-Class Funds from
50+ Global Asset Managers
50+ Global Asset Managers
No Subscription Fees
100% Cashback on
Trailer Commissions
Trailer Commissions
Automated & Human Advice
Wealth Platform of Choice
for Finance Professionals
for Finance Professionals
Onboard in just a few minutes.
Start from HKD10,000.
Start from HKD10,000.
World-class investment strategies at your fingertips.
With over US$5B in group assets, Endowus helps its clients access Best-in-Class funds from the world’s leading asset managers, at low fair fees.
Exclusive access to PI-only funds, private markets, hedge funds and alternatives
We keep the same promise of no subscription fees, 100% Cashback on trailer commissions, low fair fees, and our expert opinion & advice.
PRIVATE MARKETS
KKR • CARLYLE • HARBOURVEST • PARTNERS GROUP • EQT • OAKTREE
Hedge funds
MILLENNIUM • BRIDGEWATER • POINT72 • BALYASNY • BREVAN HOWARD • SCHONFELD • EISLER • HUDSON BAY • LMR • UBS O'CONNOR • BLACKROCK • FRANKLIN TEMPLETON • JUPITER • LUMYNA
and other handpicked strategies by global leading managers
Learn about Endowus Private Wealth
Samuel Rhee
Endowus Chairman & Chief Investment Officer
Former CEO & CIO of Morgan Stanley Investment Management in Asia
Former CEO & CIO of Morgan Stanley Investment Management in Asia
“Being an Endowus clients means having people and systems that obsess over investing on your side. It means having high-quality fund access, personalisation, technology automation, and high-touch service when you want it, to help you organise your money towards your near-term needs and long-term wealth goals. It means gaining wealth & peace of mind.”
Samuel Rhee
Endowus Chairman & Chief Investment Officer
Former CEO & CIO of Morgan Stanley Investment Management in Asia
Former CEO & CIO of Morgan Stanley Investment Management in Asia
Investing your way, with us on your side.
Pick your own funds
If it’s on our list, it has our stamp of approval. Screened and monitored for track record, strategy, fees, team, and more, access 200+ top-tier funds from 50+ global managers.
Automated advice
Take control of your target return, risk, preferences and income payouts with our multi-fund portfolios pre-optimised for your specific investment goals.
Human advice
Whether it’s about your investment goals, a specific fund, or any of your money questions, you have full access to our client advisory team, as and when you want it.
Fees that make sense, for you and us.
Uniquely, Endowus does not make money through subscription fees, transaction fees, leverage, or recurring trailer commissions, so Endowus and its people are not incentivised to push churn, leverage, or high-commission products.
Endowus only makes a clean, transparent, assets-based Endowus Fee of 0.10% to 0.60% p.a. directly from you, our client, so that we are only incentivised to serve and grow your wealth. When our clients succeed, Endowus succeeds.
Endowus only makes a clean, transparent, assets-based Endowus Fee of 0.10% to 0.60% p.a. directly from you, our client, so that we are only incentivised to serve and grow your wealth. When our clients succeed, Endowus succeeds.
100%
Cashback on
trailer commissions
trailer commissions
$0
Subscription fees
Redemption fees
Fund switching fees
Redemption fees
Fund switching fees
$40M+
Fees saved
for our clients
for our clients
Investing for all of us
Our team is your team.
Founded to solve our own wealth experiences, the team today is over 150 strong with decades of experience from leading financial institutions and technology companies including Morgan Stanley, UBS, Goldman Sachs, Fidelity, Amazon, JP Morgan, McKinsey, Grab, Alibaba, Airbnb, Lazada and more.
WITH US$95M+ RAISED FROM top-tier global investors
Safety & security to invest with peace of mind.
Partnered with
We partner with HSBC, where your deposits are kept in a HSBC trust account (Client Money Account) and separate from Endowus’ balance sheet and operating accounts.
This means your investable assets are segregated, no matter what happens to Endowus.
This means your investable assets are segregated, no matter what happens to Endowus.
Find out more
No lending of your money or assets.
Bank runs happen because banks are in the business of taking your deposits (a liability for the bank) and lending your money out to earn interest.
As a non-bank platform, Endowus offers no leverage, does not lend out client monies or assets, and is not a custodian of your securities. Client assets are ultimately held by fund-appointed custodians.
As a non-bank platform, Endowus offers no leverage, does not lend out client monies or assets, and is not a custodian of your securities. Client assets are ultimately held by fund-appointed custodians.
Compliance for clients working in finance.
(i) Endowus only offer discretionary managed third-party funds, and do not carry single stocks/bond or exchange-traded securities, satisfying most personal account dealing (PAD) requirements.
(ii) As requested, our system can automatically configure to send monthly statements to a designated reporting email address.
(ii) As requested, our system can automatically configure to send monthly statements to a designated reporting email address.
Thought leadership in action.
Endowus is missional about financial education. We believe in helping everyone invest better by empowering you with the necessary financial knowledge to help you reach your goals.
hear what the industry says about endowus
“… aims to become leading automated adviser in Asia”
“... the ambition to define the
future of wealth management”
future of wealth management”
“... brought transformational
changes to the industry”
changes to the industry”
“... a new and better wealth management experience”