featured

In-person event: Wealth HER Way 2025: Empowering Financial Independence

Join Endowus this International Women’s Day 2025 for an empowering evening of tips and discussions on achieving financial independence for female investors in Hong Kong.

February 19, 2025

Endowus cash management solutions update (Feb 2025)

Explore optimal ways to grow your savings with flexible cash management solutions.

4 Tips to make your year-end bonus go the extra mile

Learn how to make the most out of your year-end bonus and turn it into lasting wealth.

Highlights from Endowus Private Markets & Alternatives Symposium: Part I

In-person event: The Rise of Alternative Investments in Asset Allocation

CPA Australia, in collaboration with Endowus, Asia’s leading wealth management platform, warmly invites you to this upcoming investment seminar. Our panel of speakers will share insights on the growing sectors of private markets, the role of alternative investments in portfolios and how investors can incorporate them to complement their traditional portfolios especially during times of uncertainty.

Deepseek dethrones ChatGPT, Nvidia crashes — Market Insights (January 2025)

With Deepseek stirring up tech competition, Fed Chair Jerome Powell’s statement signalling fewer rate cuts in 2025 and Trump’s continued tariff policies, 2025 starts with a bang.

Highlights from Endowus Private Markets & Alternatives Symposium: Part I

Growth stocks, artificial intelligence, and more: Fund manager sentiment survey 2025

After strong back-to-back gains in US equity markets, Endowus Investment Office conducted a survey with over 50 asset managers to learn how their portfolios allocate and the structural themes that they are capitalising on.

Top 3 concerns of fund managers in 2025

2025 market outlook: Interest rates, Trump, and AI

S&P 500 reaches a new all-time high. What’s next in 2025?

From cash to bonds: A strategic shift in post-pandemic investing

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Investment Solutions 

Endowus cash management solutions update (Feb 2025)

Explore optimal ways to grow your savings with flexible cash management solutions.

Enhancements to our Global Technology model portfolio

The latest changes aim to deliver improved risk-adjusted returns in the long term, through greater allocations to higher-quality companies and reduced weights on more volatile technology investments.

Webinar: A deep dive into Private Credit

This webinar is only open to Endowus clients who are Professional Investors. Discover the private credit and how they can potentially help enhance an investor's monthly income.

How the Endowus HK portfolios performed in Q4 2024

Find out how the Flagship Portfolios, CashUp, IncomeUp, and Satellite portfolios held up against uncertainty in Q4 2024.

Endowus Fund Smart — Most popular and best performing funds of 2024

Fed’s latest move as Trump is re-elected as US President — Endowus cash management solutions (Nov 2024)

Introducing 3 new funds by JP Morgan Asset Management on Endowus HK

Beyond Public Markets: Private Credit, Private Equity & Secondaries

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Personal Finance 

In-person event: Wealth HER Way 2025: Empowering Financial Independence

Join Endowus this International Women’s Day 2025 for an empowering evening of tips and discussions on achieving financial independence for female investors in Hong Kong.

4 Tips to make your year-end bonus go the extra mile

Learn how to make the most out of your year-end bonus and turn it into lasting wealth.

Spring cleaning your investments the right way

Market commentators are bound to be wrong about forecasts again. Instead, broaden your financial assessment to longer-term goals, commit to investing regularly, and consider life-stage investing.

Endowus 2024 book recommendations

Invest better and live better with these book recommendations from the Endowus team.

5 Money management tips for fresh graduates in Hong Kong

How to not fail at your New Year's resolutions (again)

The wisdom of the crowds and market pricing

What your MBTI says about your investing style

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Retirement 

The science behind why we are bad at saving for retirement

Our minds are vulnerable to innate cognitive biases and psychological pitfalls when it comes to taking actions that will benefit us in the long term.

How much do you need to retire in Hong Kong?

Retirement: Some Hongkongers dream of it, others dread it | Learn how much you need for your golden years and how to start planning now.

MPF Must-knows: Consolidation and Tax-deductible Voluntary Contributions (TVC)

Simplify the management of your MPF account and enjoy additional tax benefits with TVC.

Gen X, it’s not too late to start investing in your 40s

If you didn’t begin investing in your 20s or 30s, you may wonder if the investing ship has sailed. Fret not — here’s a guide for Gen X investors to get started.

FIRE: Financial independence, retire early in Hong Kong

Find out about the types of FIRE and whether the FIRE movement is right for you.

Why is legacy planning important for retirement?

Legacy planning is not just for the ultra-wealthy. Learn why it is important for everyone, and how it is done in Hong Kong.

Why decumulation is useful as a retirement strategy

Besides planning how to grow our wealth, few think about how to draw down those funds when we retire. Learn why decumulation is a key retirement strategy.

Plan for retirement with this simple checklist

Preparing early for our retirement years is important. Here's a basic checklist of what to keep in mind and how to start the planning process.

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About Endowus 

Wealth management conflicts of interest are failing investors. Here’s what’s needed

The 'fee-based' model – as pioneered in mature financial markets – encourages wealth managers to uphold their fiduciary responsibility, instead of chasing lucrative commissions.

4 New features on the Endowus platform

Explore eDDA, fund holdings transfer-in, automatic statement forwarding, and more new features on Endowus HK!

How your money and assets are kept safe and secured when investing through Endowus Hong Kong

Find out how Endowus keeps your money and assets safe and secured.

A letter from Endowus' Co-founders

A successful US$35M fundraise, a glimpse of the future, and a sincere Thank You. 成功融資3,500萬美元，衷心感謝一路有您，與您一起展望未來

Choosing Endowus when investing in Hong Kong

Learn more about why investing with Endowus is special in Hong Kong, as we bring better investment advice, better products, and lower cost to everyone.

Why invest through Endowus

What sets Endowus Hong Kong apart from other investment platforms? Access top-tier funds and personalised advice to grow your wealth at low and fair fees.

Introducing the Endowus HK team

Get to know the core team at Asia’s leading fund platform Endowus, as we expand to Hong Kong to bring better investment advice, better products, and lower cost to everyone.

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General Information
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This Website is operated by Endowus HK Limited, which is licensed (CE No. BQR225) under the Securities and Futures Ordinance (Cap571) to carry on business in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. You can verify this information on the Hong Kong Securities and Futures Commission (SFC) website here.

Not offer, solicitation or sale of any investment product
This website is for information purposes. Nothing contained on this Website constitutes tax, accounting, regulatory, legal or investment advice. Neither the information, nor any opinion, contained on this Website constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.

The contents of this Website have been prepared without regard to the investment objectives, financial situation, or means of any particular person or entity, and the Website is not soliciting any action based upon them. Any opinions expressed on this Website may change as subsequent conditions vary.

Past performance is no guarantee of future results
Investment involves risk. The value of an investment may go down as well as up and investors may not get back their money originally invested. Past performance is no guarantee of future results. An investment in a portfolio is not the same as a deposit with a banking institution. Please refer to the respective fund disclosure documentation for details about potential risks, charges and expenses.

Accuracy of Information on this Website
Although this material is based upon information that Endowus considers reliable and endeavours to keep current, Endowus does not assure that this material is accurate, current or complete, and it should not be relied upon as such. The information and services provided on this Website are provided "AS IS" and without warranties of any kind, either expressed or implied. Endowus does not warrant, either expressly or impliedly, the accuracy or completeness of the information, text, graphics, links or other items contained on this Website and does not warrant that the functions contained in this Website will be uninterrupted or error-free, that defects will be corrected, or that the Website will be free of viruses or other harmful components. Endowus expressly disclaims all liability for errors and omissions in the materials on this Website and for the use or interpretation by others of information contained on the Website.

For the avoidance of doubt, all information and Endowus’ dealings with you are subject to Endowus’ Platform Agreement, Privacy Policy and Terms and Conditions, which will be available here.

The material contained in this Website has not been reviewed by the SFC or any regulatory authority in Hong Kong.

Fund Smart Series: Curating the best-in-class funds

In-person event: Wealth HER Way 2025: Empowering Financial Independence

Join Endowus this International Women’s Day 2025 for an empowering evening of tips and discussions on achieving financial independence for female investors in Hong Kong.

Endowus cash management solutions update (Feb 2025)

Explore optimal ways to grow your savings with flexible cash management solutions.

4 Tips to make your year-end bonus go the extra mile

Learn how to make the most out of your year-end bonus and turn it into lasting wealth.

Highlights from Endowus Private Markets & Alternatives Symposium: Part I

Read more to find out what was said about private equity and hedge funds in the first part of the Endowus Private Markets & Alternatives Symposium 2025.

In-person event: The Rise of Alternative Investments in Asset Allocation

Deepseek dethrones ChatGPT, Nvidia crashes — Market Insights (January 2025)

With Deepseek stirring up tech competition, Fed Chair Jerome Powell’s statement signalling fewer rate cuts in 2025 and Trump’s continued tariff policies, 2025 starts with a bang.

Highlights from Endowus Private Markets & Alternatives Symposium: Part I

Read more to find out what was said about private equity and hedge funds in the first part of the Endowus Private Markets & Alternatives Symposium 2025.

Growth stocks, artificial intelligence, and more: Fund manager sentiment survey 2025

After strong back-to-back gains in US equity markets, Endowus Investment Office conducted a survey with over 50 asset managers to learn how their portfolios allocate and the structural themes that they are capitalising on.

Top 3 concerns of fund managers in 2025

2025 market outlook: Interest rates, Trump, and AI

S&P 500 reaches a new all-time high. What’s next in 2025?

From cash to bonds: A strategic shift in post-pandemic investing

Endowus cash management solutions update (Feb 2025)

Explore optimal ways to grow your savings with flexible cash management solutions.

Enhancements to our Global Technology model portfolio

The latest changes aim to deliver improved risk-adjusted returns in the long term, through greater allocations to higher-quality companies and reduced weights on more volatile technology investments.

Webinar: A deep dive into Private Credit

This webinar is only open to Endowus clients who are Professional Investors. Discover the private credit and how they can potentially help enhance an investor's monthly income.

How the Endowus HK portfolios performed in Q4 2024

Find out how the Flagship Portfolios, CashUp, IncomeUp, and Satellite portfolios held up against uncertainty in Q4 2024.

Endowus Fund Smart — Most popular and best performing funds of 2024

Fed’s latest move as Trump is re-elected as US President — Endowus cash management solutions (Nov 2024)

Introducing 3 new funds by JP Morgan Asset Management on Endowus HK

Beyond Public Markets: Private Credit, Private Equity & Secondaries

In-person event: Wealth HER Way 2025: Empowering Financial Independence

Join Endowus this International Women’s Day 2025 for an empowering evening of tips and discussions on achieving financial independence for female investors in Hong Kong.

4 Tips to make your year-end bonus go the extra mile

Learn how to make the most out of your year-end bonus and turn it into lasting wealth.

Spring cleaning your investments the right way

Market commentators are bound to be wrong about forecasts again. Instead, broaden your financial assessment to longer-term goals, commit to investing regularly, and consider life-stage investing.

Endowus 2024 book recommendations

Invest better and live better with these book recommendations from the Endowus team.

5 Money management tips for fresh graduates in Hong Kong

How to not fail at your New Year's resolutions (again)

The wisdom of the crowds and market pricing

What your MBTI says about your investing style

The science behind why we are bad at saving for retirement

Our minds are vulnerable to innate cognitive biases and psychological pitfalls when it comes to taking actions that will benefit us in the long term.

How much do you need to retire in Hong Kong?

Retirement: Some Hongkongers dream of it, others dread it | Learn how much you need for your golden years and how to start planning now.

MPF Must-knows: Consolidation and Tax-deductible Voluntary Contributions (TVC)

Simplify the management of your MPF account and enjoy additional tax benefits with TVC.

Gen X, it’s not too late to start investing in your 40s

If you didn’t begin investing in your 20s or 30s, you may wonder if the investing ship has sailed. Fret not — here’s a guide for Gen X investors to get started.

FIRE: Financial independence, retire early in Hong Kong

Find out about the types of FIRE and whether the FIRE movement is right for you.

Why is legacy planning important for retirement?

Legacy planning is not just for the ultra-wealthy. Learn why it is important for everyone, and how it is done in Hong Kong.

Why decumulation is useful as a retirement strategy

Besides planning how to grow our wealth, few think about how to draw down those funds when we retire. Learn why decumulation is a key retirement strategy.

Plan for retirement with this simple checklist

Preparing early for our retirement years is important. Here's a basic checklist of what to keep in mind and how to start the planning process.

Wealth management conflicts of interest are failing investors. Here’s what’s needed

The 'fee-based' model – as pioneered in mature financial markets – encourages wealth managers to uphold their fiduciary responsibility, instead of chasing lucrative commissions.

4 New features on the Endowus platform

Explore eDDA, fund holdings transfer-in, automatic statement forwarding, and more new features on Endowus HK!

How your money and assets are kept safe and secured when investing through Endowus Hong Kong

Find out how Endowus keeps your money and assets safe and secured.

A letter from Endowus' Co-founders

A successful US$35M fundraise, a glimpse of the future, and a sincere Thank You. 成功融資3,500萬美元，衷心感謝一路有您，與您一起展望未來

Choosing Endowus when investing in Hong Kong

Learn more about why investing with Endowus is special in Hong Kong, as we bring better investment advice, better products, and lower cost to everyone.

Why invest through Endowus

What sets Endowus Hong Kong apart from other investment platforms? Access top-tier funds and personalised advice to grow your wealth at low and fair fees.

Introducing the Endowus HK team

Get to know the core team at Asia’s leading fund platform Endowus, as we expand to Hong Kong to bring better investment advice, better products, and lower cost to everyone.