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Wealth Insights
Wealth Insights
Report 2025 ________________________________________________________________
Report 2025 _____________________________________________________________________
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>4 in 5
investors are satisfied with their financial advisors.
>3 in 5
investors do not align their actions with their retirement goals.
>1 in 2
investors feel that their financial advisors do not understand their unique investing needs.
1 in 3
investors are unaware how their financial advisor is remunerated.
Introduction
In the 2025 edition of the Endowus Wealth Insights Report, we take a deeper look into investor behaviours and preferences and how these are shaped by experiences with financial advisory
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In the 2025 edition of the Endowus Wealth Insights Report, we take a deeper look into investor behaviours and preferences and how these are shaped by experiences with financial advisory services. It compiles responses from more than 800 mass affluent investors in Hong Kong and Singapore*.
This year's findings highlights the substantial gap between what investors aspire to achieve and the actions they take. For most, the primary financial goal is long-term: a secure retirement. Yet, many are not fully aligned in strategy or execution.
The report offers valuable insight to investors on how the client-advisor relationship can be leveraged to overcome this disconnect, and better inform these interactions which can ultimately improve success.
This year's findings highlights the substantial gap between what investors aspire to achieve and the actions they take. For most, the primary financial goal is long-term: a secure retirement. Yet, many are not fully aligned in strategy or execution.
The report offers valuable insight to investors on how the client-advisor relationship can be leveraged to overcome this disconnect, and better inform these interactions which can ultimately improve success.
Sin Ting So
Chief Client Officer
Endowus
Endowus
*The study was conducted by a market research firm, YouGov, to conduct the survey in April 2025, interviewing 800 mass affluent investors in Hong Kong and Singapore. Respondents belong to the top 40% of household income (>HK$42,000 in Hong Kong and >S$8,000 in Singapore).
download the full report
Key Insights
____________> 4 in 5
investors are satisfied with their financial advisors.
89% of investors feel that their financial advisors are knowledgeable about markets and products, and 87% say that advisors helped them gain a better understanding of investing and financial markets.
Trust forms the cornerstone of financial advisory, and this is built on integrity and expertise, knowing that the advice received in the best interest of the investor’s unique needs.
Trust forms the cornerstone of financial advisory, and this is built on integrity and expertise, knowing that the advice received in the best interest of the investor’s unique needs.
___________________>3 in 5
investors do not align their actions with their retirement goals.
The majority of investors in Singapore (61%) and Hong Kong (56%) list retirement adequacy as a key priority.
Yet, only 37% align their investment decisions with these goals.
Aligning actions to goals is crucial in bridging the gap between intention and action for investment success.
Yet, only 37% align their investment decisions with these goals.
Aligning actions to goals is crucial in bridging the gap between intention and action for investment success.
__________________>1 in 2
investors feel that their financial advisors do not understand their unique investing needs.
Less than half of investors feel their financial advisors truly understand their unique investing needs.
Successful advisory relies on having a financial advisor with a comprehensive grasp of scientifically-proven investing principles and a client-first approach to portfolio recommendation.
Successful advisory relies on having a financial advisor with a comprehensive grasp of scientifically-proven investing principles and a client-first approach to portfolio recommendation.
_______________1 in 3
investors are unaware how their financial advisor is remunerated.
1 in 3 investors are unaware how their financial advisor is remunerated.
Beyond renumeration, building a tangible level of trust with your financial advisor is fundamental to driving aligned investment decisions.
Beyond renumeration, building a tangible level of trust with your financial advisor is fundamental to driving aligned investment decisions.
Speak to our
Client Advisors today
Begin your wealth journey with us —
guided by objective and conflict-free advice.
guided by objective and conflict-free advice.
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