Benjamin Kheng
Treasury management and institutional advisory services
Get daily liquidity with our cash management and customised investment solutions designed for corporates, non-profit organisations and endowments.
Invest in your future-you
Get expert-advised portfolios, customised to you. Invest towards all your life goals in just a few clicks.
.webp)
CE NO. bqr225
Jackie Lee
Benjamin Kheng
Jackie Lee
Benjamin Kheng
Invest in exclusive institutional funds with dedicated advisory services
Our Investment Office can tailor a treasury management or investment solution that suits your company's needs.
Endowus Hong Kong is licensed and regulated by the Securities & Futures Commission of Hong Kong (SFC). We are required by law to segregate client monies and assets from our own.
Your uninvested cash will be held in a segregated client account at our cash custodian HSBC. While your invested assets will be safeguarded by fund-appointed custodians in the respective funds you are invested in. Learn more here.
You will be assigned a dedicated advisor to serve your account and provide ongoing advice and service.
Endowus does not add a spread or take a cut for any FX charges, so you can convert currency cost efficiently.
Work your corporate cash harder while maintaining liquidity
Our HKD and USD solutions offer daily liquidity and no lock up or penalties for redemption, and any rebates that Endowus receives from fund managers are rebated in full
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
- This is some text inside of a div block.
- This is some text inside of a div block.
- This is some text inside of a div block.
- This is some text inside of a div block.
How is this range calculated?
This model portfolio aims to achieve yields comparable to or higher than prevailing money market rates, while maintaining a high liquidity. It consists of money market funds invested into fixed deposits and other high-quality money market instruments of short maturities, resulting in a portfolio duration of less than 60 days on average. There is a very high chance of capital preservation, although it is not guaranteed.
Portfolio risk rating: 1
Suitable for immediate and near-term cash needs. Key focus is capital preservation and providing liquidity, with yield comparable or higher than prevailing money market rates.
Negative returns (drawdowns) are rare, and when they occur will be minimal and come with a high chance of recovering within a few days.
This model portfolio aims to achieve yields comparable to or higher than prevailing money market rates, while maintaining a high liquidity. It consists of money market and cash funds primarily invested into fixed deposits and other high-quality money market instruments, or high quality short-term bonds, resulting in a portfolio duration of less than 1 year on average. There is a high chance of capital preservation, although it is not guaranteed.
Suitable for both near-term and mid-term cash needs. Suitable for investors who wish to earn higher returns on cash, in exchange for higher risk potential compared to CashUp - Simple.
Chances of negative returns are slightly higher than CashUp - Simple. While these losses may be minimal, recovery may take up to a few months.
This model portfolio aims to achieve yields comparable to or higher than prevailing money market rates, while maintaining a high liquidity. It consists of money market funds invested into fixed deposits and other high-quality money market instruments of short maturities, resulting in a portfolio duration of less than 60 days on average. There is a very high chance of capital preservation, although it is not guaranteed.
Suitable for immediate and near-term cash needs. Key focus is capital preservation and providing liquidity, with yield comparable or higher than prevailing money market rates.
Negative returns (drawdowns) are rare, and when they occur will be minimal and come with a high chance of recovering within a few days.
How is this range calculated?
This model portfolio aims to achieve yields comparable to or higher than prevailing money market rates, while maintaining a high liquidity. It consists of money market and cash funds primarily invested into fixed deposits and other high-quality money market instruments, or high quality short-term bonds, resulting in a portfolio duration of less than 1 year on average. There is a high chance of capital preservation, although it is not guaranteed.
Suitable for both near-term and mid-term cash needs. Suitable for investors who wish to earn higher returns on cash, in exchange for higher risk potential compared to CashUp - Simple.
Chances of negative returns are slightly higher than CashUp - Simple. While these losses may be minimal, recovery may take up to a few months.
How is this range calculated?
Meet our advisors
CFO and Head of Strategic Partnerships
Head of Hong Kong
Chief Client Officer
Chief Investment Advisory Officer
Senior Client Advisor
Client Advisor
CFO and Head of Strategic Partnerships
Head of Hong Kong
Chief Client Officer
Chief Investment Advisory Officer
Senior Client Advisor
Client Advisor
Our customised solutions for your organisational needs
Our client success story
Jackie Lee, CEO clickTrue Pte Ltd
XXX, CFO, Charity YYY
Non-profits and charities are eligible for a preferential rate.
YYY, CIO, Family Office
(1).webp)
-p-800.webp)
.webp)
