featured

Endowus Q1 2024 Market Update and Outlook — Geopolitical risks and markets

Amidst Middle East turmoil and U.S. inflation peaks, with rate cuts delayed once again till September. Keep abreast of unfolding market dynamics and their implications for investors.

April 24, 2024

Kissing a June rate cut goodbye? The next best move to manage your cash — Endowus cash management solutions (April 2024)

Inflation remains stubbornly high. Sentiments are abound on whether anticipated cuts will occur in June. While interest rates remain at a high, how should you be optimising your cash?

Endowus HK Q1 2024 Model Portfolios Performance Review

Find out how the Global, CashUp, IncomeUp, and Satellite model portfolios held up against uncertainty in Q1 2024.

EIS 2024: Keynote Fireside Chat with Howard Lee from HKMA and John Studzinski CBE from PIMCO

Our Guests of Honour, Howard Lee, Deputy Chief Executive at Hong Kong Monetary Authority and John Studzinski CBE, Managing Director and Vice Chairman at PIMCO kicked off the event in a fireside chat moderated by our Co-founder and Chairman, Samuel Rhee, covering topics from rate cuts to risks factor for the rest of 2024.

Webinars and Events

Articles

Investing 

EIS 2024: Private Markets and Hedge Funds: The How and When of Diversification

Experts from Carlyle, EQT, iCapital, and Partners Group discussed the persistent interest in alternative exposure of institutions, and how it’s only just beginning for individual investors.

Endowus Q1 2024 Market Update and Outlook — Geopolitical risks and markets

Amidst Middle East turmoil and U.S. inflation peaks, with rate cuts delayed once again till September. Keep abreast of unfolding market dynamics and their implications for investors.

EIS 2024: Keynote Fireside Chat with Howard Lee from HKMA and John Studzinski CBE from PIMCO

Our Guests of Honour, Howard Lee, Deputy Chief Executive at Hong Kong Monetary Authority and John Studzinski CBE, Managing Director and Vice Chairman at PIMCO kicked off the event in a fireside chat moderated by our Co-founder and Chairman, Samuel Rhee, covering topics from rate cuts to risks factor for the rest of 2024.

One takeaway from the Endowus Investment Summit 2024

World-class fund managers presented their highest conviction ideas, as well as the best opportunities in 2024 at the Endowus Investment Summit 2024.

Webinar: Navigating today's markets: How to enhance the odds of investing success

Are “evergreen” funds really the future of private market investing?

Magnificent 7 stocks: How to invest in tech's power players

3 things you need to know about index investing





Investment Solutions 

Kissing a June rate cut goodbye? The next best move to manage your cash — Endowus cash management solutions (April 2024)

Inflation remains stubbornly high. Sentiments are abound on whether anticipated cuts will occur in June. While interest rates remain at a high, how should you be optimising your cash?

Endowus HK Q1 2024 Model Portfolios Performance Review

Find out how the Global, CashUp, IncomeUp, and Satellite model portfolios held up against uncertainty in Q1 2024.

What should you do with your cash with US Fed interest rates peaking? — Endowus cash management solutions (March 2024)

The Fed interest rates have likely peaked with inflation rates under control. Examine options for your cash in the March 2024 edition of our cash management solutions update as rates remain elevated.

Endowus IncomeUp Portfolios: Earn passive income of up to 7.5% p.a.*

Join us in the interactive webinar on 21 March to learn about the all-new Endowus IncomeUp Portfolios and why a bond-focused portfolio is essential to your evolving income needs as you move into various life stages.

NEW: Introducing Endowus IncomeUp Portfolios

Fed rates unchanged: What to do with your cash? — Endowus cash management solutions (February 2024)

Endowus HK Q4 2023 Model Portfolios Performance Review

Webinar: Endowus Q4 2023 Market Insights and Performance Review





Personal Finance 

In-person Event: Growing Minds, Growing Wealth: Investing in Your Child's Education

Join us in learning about how to kickstart in planning your child’s future and education journey for an exciting in-person event jointly organised by Endowus and Big Bang Academy on 9 May 2024 (Thursday) from 6:00-8:30 pm.

4 New features on the Endowus platform

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

In-person Event: Personal Investing for Finance Professionals & Entrepreneurs

Join us in taking charge of your financial future as we partner with CFA Society Hong Kong and the Canadian Chamber of Commerce in HK for an exciting panel and networking event on 26 March, 2024 (Tuesday) from 6:00-8:00pm.

5 personal and investment lessons from women leaders in Hong Kong | IWD 2024

To empower women's confidence in investing, Endowus brought together four esteemed female leaders. Find out about how women can plan their investments and retirement better.

Key takeaways from HK Budget Speech 2024

Are you investing or speculating?

In-person Event: Wealth HER Way: Empowering Financial Independence

This V-Day, will you start a joint account with me?





Retirement 

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.

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.

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.

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.





About Endowus 

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.





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.