As Asia expands retail access to private credit, Endowus CIO Hugh Chung noted key barriers such as limited transparency remain. He projected that Singapore’s retail demand could reach S$100 billion, if 5% of household assets shift to private credit. Chung emphasised the need for investor education, highlighting the illiquid nature of such assets and the importance of a long-term investment horizon.

Speaking with Now Finance, Edwin Ho, Senior Client Advisor at Endowus, noted that Trump’s policies remain unpredictable and US-China trade talks may take time to resolve. He advised less market-sensitive investors to adopt a long-term approach, citing historical data showing that US equities tend to trend upward despite short-term corrections. Staying invested, he said, is key to maximising returns.

On the Asia Centric podcast, Endowus Head of Hong Kong Steffanie Yuen discussed the growing accessibility of private market investments for retail investors, a shift driven by technology and innovation. She highlighted both the opportunities and risks in the sector, including the potential for overinvestment, as part of the broader trend of democratising investing.

Amid rising demand for overseas education, Jasmine Chan, Investment Advisory Director at Endowus, shared that more clients are seeking education and financial planning solutions. She noted that despite recent market volatility, it remains crucial to focus on diversified, long-term investment strategies when planning for education funds, ensuring families can meet future education needs with greater financial confidence.

In an interview with Now Finance, Steffanie Yuen, Endowus’ Head of Hong Kong, shared that private equity investments offer access to a broader range of opportunities and the potential for higher returns. She highlighted how more fund managers are adapting their strategies—such as shortening investment periods and lowering entry thresholds—to make private markets more accessible and diversify their investor base. This shift empowers a wider segment of investors to participate in previously exclusive asset classes and enhance portfolio performance.

At the 2025 Guandian Roundtable held in Hong Kong, Steffanie Yuen, Head of Hong Kong at Endowus, highlighted the need to move away from commission-based sales models in wealth management. Traditional fee structures in Hong Kong, Singapore, and China often create potential conflicts of interest that do not align with client goals. Instead, she encourages a client-centric, fee-based advisory model, where advisors recommend products solely based on clients’ needs and preferences, without receiving commissions or subscription fees, ensuring unbiased advice and alignment with investors’ best interests.

Steffanie Yuen, Endowus’ Head of Hong Kong, shared her views in an interview broadcast by ViuTV during the 2025 Endowus Investment Summit. She highlighted that private equity funds can offer investors enhanced diversification. Yuen also emphasised the importance of building a robust private equity ecosystem in Hong Kong to attract leading global players and, in turn, draw more investor interest. While private equity has traditionally had a high investment threshold, she noted that more fund managers are now collaborating with digital platforms to lower barriers to entry and broaden access for a wider range of investors.

Steffanie Yuen, Endowus’ Head of Hong Kong, shared insights on preparing for retirement beyond the MPF system. With Hongkongers facing longer life expectancies and rising living costs, relying solely on the mandatory MPF may not be enough. Investors can consider making voluntary MPF contributions or adopting monthly fund or stock investment plans to build long-term wealth through dollar-cost averaging. Professionally managed funds offer broader diversification across asset classes and markets, which can reduce risk compared to investing in individual stocks.

Hugh Chung, Endowus’ Chief Investment Officer, appeared on Bloomberg TV’s The Asia Trade to discuss how investors are navigating today’s uncertain macro environment. He noted that beyond equities, real assets—particularly infrastructure—can offer relative stability due to their lower sensitivity to GDP growth. Private assets continue to attract interest, driven by higher base rates and the growing availability of evergreen structures for investor access. Hugh added that taking a more constructive market view will require volatility to reduce and calmness to return.

Hugh Chung, Chief Investment Officer at Endowus, shared how the firm is redefining wealth management by combining institutional-grade investment strategies with digital innovation. Speaking at the Hubbis Independent Wealth Management Forum, he highlighted how Endowus uses technology to lower costs and improve access, especially for the underserved mass affluent segment. The platform offers curated, transparent portfolios without commissions, ensuring true alignment with client interests. Endowus has also gained traction with private market GPs, thanks to its growing scale and independent model. Chung emphasised the firm's commitment to client education, independence, and building high-integrity portfolios through a blend of tech and advisory expertise.

In her latest column for the Hong Kong Economic Times, Steffanie Yuen, Endowus’ Head of Hong Kong, offers five key strategies for investors navigating global market volatility amid escalating tariff tensions. She emphasises diversification across regions, industries, and asset classes to cushion against market shocks. Emotional discipline is critical, as panic-driven decisions often harm long-term returns. Yuen also encourages incorporating alternative assets and goal-based investing, even in retirement, to enhance portfolio resilience. Finally, she underscores the importance of consistent, long-term investing over market timing, urging investors to stay the course despite short-term uncertainty.

Samuel Rhee, co-founder and Chairman at Endowus, commented on the shift toward alternative investments amid heightened US-China trade tensions and market volatility. As traditional markets face increasing uncertainty, investors are turning to alternatives such as private credit, private equity, and hedge funds for stability and diversification. Private credit, in particular, offers lower correlation to public markets and is backed by strong collateral, making it a resilient option in uncertain times. Rhee highlighted that diversification is thriving, with investors recalibrating strategies as confidence in US exceptionalism begins to wane.