Endowus Chief Investment Advisory Officer Hugh Chung shared insights on how how AI (artificial intelligence) and digital innovation helps redefine the wealth management experience at Endowus. 75% of incoming clients are handled by Endowus’ in-house AI model, but the final call is substantiated by human advisors.

Endowus Chief Executive Officer, Gregory Van talks about the complexity of the financial industry and simplifying it to serve lives. Van believes that early mistakes in his investment journey helped him understand the distinction between speculation and investing, shaping his approach to building a meaningful financial service while overcoming the challenges of bootstrapping the company.

Speaking with Now TV, Endowus Head of Hong Kong Steffanie Yuen shared her opinions on the use of AI (artificial intelligence). She mentions how at this stage, AI is used to assist, rather than replace consultants entirely as there are still some pain points to overcome.

Endowus surpassed HK$1.6 billion in private markets and hedge funds, with Endowus Hong Kong offering 20 portfolios and 300 funds managed by over 70 global asset managers. Steffanie Yuen, Head of Endowus Hong Kong notes how the company intends to enrich the ecosystem and expand Hong Kong’s growth as a global wealth hub to advance wealth management experiences.

According to McKinsey, more of the increasing wealth in the Asia-Pacific region is expected to be managed digitally over the next three years. US$700 billion is expected to be transferred to wealthtechs as customers explore digital wealth management solutions. These findings were shared at the Endowus Wealthtech Conference in Singapore. Chairman and Chief Investment Officer of Endowus Samuel Rhee mentions the increasing expectations for bridging the digital and human worlds as well as how wealthtech firms should maximise convenience and accessibility.

Endowus launches its new Core Enhanced Portfolios, offering global and sectoral diversification. Chief Investment Advisory Officer Hugh Chung talks about how the new portfolios combine liquid alternatives with public market funds, providing clients with increased chances of success and diversified investment solutions.

Endowus Private Wealth launches the new Core Enhanced Portfolios, containing high liquid alternative investments. The portfolio provides daily subscription and redemption liquidity, attempting to reduce investment risk. The portfolio covers a variety of assets and aims to exceed the traditional 60/40 investment portfolio.

Endowus Co-founder and CEO Gregory Van joins Carolyn Wright on RTHK Radio 3 to talk about the relationship between wealth and wellness using job satisfaction as a metric. Gregory talks about employer prioritisation and how financial literacy does not tend to take precedence, causing anxiety in employees.

(From 00:20) Chief Investment Advisory Officer at Endowus, Hugh Chung, joins Carolyn Wright on RTHK Radio 3 to talk about the US economy and how to position yourself in the market. He gives his thoughts on the health of the US economy, the expectation of US job data, the Federal Reserve and how one might position themselves in the cuts to come.

(From 2:22:17) CNA Asia First broadcasted an interview with Hugh Chung, Chief Investment Advisory Officer at Endowus where he commented on recent movements in tech stocks, and how utilising a diversified approach continues to be the best approach to navigate the markets easier.

The fluctuations in Japanese yen in 2024 has caused some investors to wonder if the normally consistent country and currency remains a safe-haven asset to invest in. Endowus' Chief Investment Advisory Officer, Hugh Chung comments on the Japanese yen and how its performance is tied to US government bond yields.

CNBC reports on an increasing lack of corporate loyalty amongst Gen Zs and millennials as the younger workforce prioritise work-life balance and company culture. A collaboration between Endowus and Intellect bore fruit to the Wealth and Wellbeing report, showcasing findings such as 43% of Gen Z and millennial employees in Singapore and Hong Kong harbouring frequent thoughts of leaving their jobs.