Our expertise drives your success
CE NO. bqr225
Connect to the future of Private Wealth
Schedule and speak to our expert advisors at your convenience.
Meet the experts behind your wealth
At the forefront of this team is Sin Ting So, Chief Client Officer at Endowus, who has extensive experience in the wealth management industry at leading private banks in Hong Kong and Singapore, including Morgan Stanley and Nomura.
FAQs
Our team brings together decades of experience at leading global financial institutions and technology companies, including Goldman Sachs, Morgan Stanley, UBS, Blackstone, Nomura, HSBC, Macquarie, Wilmar, SP Services, Grab, Intuit, Zalora, Carousell, Alibaba, Kakao, ByteDance, Dropbox, Lyft, and more. Read more here
Endowus is also backed by global leading venture capital firms such as Lightspeed Venture Partners, and SoftBank Asia Venture Partners. You can read more in our press page.
Visit our FAQ portal to get answers to commonly asked questions and resources that can help you navigate the platform, learn more about our investment solutions, and troubleshoot issues in your account.
We also have a team of MAS licensed client advisors who are available Monday through Friday to answer questions, address concerns and guide you through investing on our platform.
Every investing journey is unique. Before your call, you may wish to have a sense of the investment goals, ideas and concerns that you would like to cover in the discussion. Read more about goals-based investing here.
By tailoring the advisory experience to best suit your circumstance, we hope to help you invest better, to live easier today and better tomorrow.
Endowus Fee is charged on a quarterly basis based on your daily average total assets under advice (AUA) for the period of the fee, depending on your portfolio type (Private Market & Hedge Funds, CPF, SRS, Cash, Cash Smart, Fund Smart - Single Fund). It is an all-in fee that includes portfolio advice & creation, unlimited transactions, all at your convenience on the Endowus platform.
Endowus has no sales fees, and 100% Cashback on trailer fees. Unlike other platforms, we do not collect kickbacks from fund managers. We are only paid by you, the client we serve.
Endowus Fee per annum based on assets under advice (AUA):
Alternatives (Private Markets & Hedge Funds)
0.60% < USD$0.5M
0.55% ≥ USD$0.5M to < USD$1M
0.50% ≥ USD$1M to < USD$5M
0.40% ≥ USD$5M
Cash Investments:
0.60% S$200,000 and below
0.50% S$200,001 to S$1,000,000
0.35% S$1,000,001 to S$5,000,000
0.25% S$5,000,001 and above
CPF/SRS Investments:
0.40% flat fee for any amount
Cash Smart (high yield cash management solutions):
0.05% per year for any amount
Note that fund-level fees (fund total expense ratio) are charged by the fund manager out of the underlying fund Net Asset Value (NAV).
Please read more at our FAQ on fees here.
Fund Smart allows you to custom build your ideal investment portfolio with the same great institutional access to best-in-class funds. Fund Smart is available for investment with your Cash, CPF & SRS.
Useful resources:
Webinar introducing Endowus Fund Smart
Full list of funds available on the Fund Smart platform to Retail Investors. Additional funds are available to Accredited and Institutional Investors - for more information please reach out to support@endowus.com