featured

Market rallies, tariff negotiations, are we on the cusp of a full recovery? — Market Insights (May 2025)

With markets recovering and ongoing tariff negotiations, are we in the clear? Read about how the Endowus Investment Office feels about the markets in May.

June 19, 2025

Hong Kong fixed deposit and money market funds: Grow your idle cash (June 2025)

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

Rewriting the rules: Challenging outdated notions of luck, risk, and gender

Making investment decisions has long been associated with men. Our Chief Client Officer explains why perceived gender differences in investing are largely a myth.

Invaluable lessons on money, as told by Endowus parents

How do parents working in a fintech company teach financial literacy to their kids? We hear it from the mums and dads of Endowus.

Webinars and Events

Articles

Investing 

Market rallies, tariff negotiations, are we on the cusp of a full recovery? — Market Insights (May 2025)

With markets recovering and ongoing tariff negotiations, are we in the clear? Read about how the Endowus Investment Office feels about the markets in May.

Are there more opportunities in private equity?

The endowment model gave great returns due to its avoidance of cash or liquid deposits and a greater allocation to alternatives, especially private equity. With so much money flowing into private markets such as private equity and private credit, is the excess returns achieved in the past sustainable?

Why invest in money market funds?

What is a money market fund? Learn about what constitutes the investment vehicle and the best money market funds for your portfolio in Hong Kong.

Are we heading towards a new world order? — Market Insights (April 2025)

Liberation Day has come and gone, yet investors are still reeling from its consequences. Read about how Endowus’ Investment Office feels about the markets in April.

In-Person Event｜JP Morgan AM x Endowus: Capturing Opportunities Amid Market Volatility

The laws of nature and why markets go up in the long term

What happens if I invest after the stock market corrects by 15% or more?

Endowus Q1 2025 Market Update and Outlook — Freedom or fallout?





Investment Solutions 

Hong Kong fixed deposit and money market funds: Grow your idle cash (June 2025)

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

Webinar: A Conversation with Point72: Capturing Artificial Intelligence's High Growth Potential

This webinar is only open to Endowus clients who are Professional Investors. Discover how hedge fund manager identifies and captures Artificial intelligence opportunities

In-Person Event: Exclusive Evening with Carlyle US$400B+ Private Markets Giant

Join Endowus HK on 13 May 2025 for an exclusive evening with experts from Carlyle to discuss opportunities in private equity and private credit.

Endowus HK Q1 2025 Portfolios Performance Review

Find out how the Flagship Portfolios, CashUp, IncomeUp, and Satellite model portfolios held up against uncertainty in Q1 2025.

Webinar: A deep dive into Private Equity

Enhancements to our Global Technology model portfolio

Webinar: A deep dive into Private Credit

How the Endowus HK portfolios performed in Q4 2024





Personal Finance 

Rewriting the rules: Challenging outdated notions of luck, risk, and gender

Making investment decisions has long been associated with men. Our Chief Client Officer explains why perceived gender differences in investing are largely a myth.

Invaluable lessons on money, as told by Endowus parents

How do parents working in a fintech company teach financial literacy to their kids? We hear it from the mums and dads of Endowus.

Warren Buffett’s Berkshire Hathaway sells stocks. Why is it not a template to copy?

Rather than copying Buffett’s and Berkshire’s exact moves, the broader lesson lies in developing an investment strategy that fits your financial situation.

Tax guide 2025: calculation, allowances, and management tips

Dive into Hong Kong's tax system, how to make full use of allowances and deductions when filing taxes, and how to reduce tax burden through advanced financial planning.

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

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

Spring cleaning your investments the right way

Endowus 2024 book recommendations





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.





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.





General Information
‍
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.