featured

Highlights of Endowus Investment Summit 2025

Discover insights from the Endowus Investment Summit 2025 in Hong Kong, where industry leaders shared strategies for navigating market volatility.

April 15, 2025

Top private market GPs on volatility and crisis, and evergreen fund structure

Find out views from Brookfield Oaktree Wealth Solutions, Carlyle AlpInvest, Macquarie Asset Management, and Partners Group on private equity, private credit, and infrastructure.

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

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 long term returns.

Webinars and Events

Articles

Investing 

Top private market GPs on volatility and crisis, and evergreen fund structure

Find out views from Brookfield Oaktree Wealth Solutions, Carlyle AlpInvest, Macquarie Asset Management, and Partners Group on private equity, private credit, and infrastructure.

Highlights of Endowus Investment Summit 2025

Discover insights from the Endowus Investment Summit 2025 in Hong Kong, where industry leaders shared strategies for navigating market volatility.

Catalysts and risks in European equities: Fund manager views

The appetite for European equities improved, and inflows into the region continued. We gathered views from fund managers about what could swing its outlook.

The US stumbles, China and Europe to catch up — Market Insights (February 2025)

The emergence of Deepseek has caused investors to rethink their strategies in the US markets. Is this a good time to move?





Investment Solutions 

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.

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

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

Webinar: A deep dive into Private Equity

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 long term returns.

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.





Personal Finance 

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

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.





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.





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





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.