Endowus Investment Summit 2026 Concludes in Hong Kong: Industry Leaders Emphasise "Investing with Clarity" Amid Global Uncertainty

• The third edition of the Endowus Investment Summit (EIS) convened more than 400 senior industry leaders, family office principals, investors, and policymakers in Hong Kong, including representatives from the Hong Kong Monetary Authority, marking its establishment as the definitive annual investment forum in Asia.
• Against a backdrop of heightened geopolitical tensions and elevated market volatility, the event affirmed that long-term fundamentals remain intact — and that history consistently shows markets recover from geopolitical shocks, as long-term fundamentals matter more than short-term noise.
• A keynote panel featuring senior figures from the HKMA underscored Hong Kong's solidifying position as the world's leading cross-border wealth hub, supported by robust policy, unparalleled connectivity to Chinese Mainland and Asia Pacific, and a sophisticated ecosystem for high-net-worth individuals and family offices.

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Hong Kong, 19 March 2026 – Endowus, Asia’s leading independent wealth advisor and investment platform, today marked the successful third edition of the Endowus Investment Summit (EIS) in Hong Kong. Held against a backdrop of heightened geopolitical tensions and elevated market volatility, the summit convened more than 400 senior industry leaders, family office principals, investors, policy makers, and associations, including representatives from the Hong Kong Monetary Authority (HKMA) and other leading global fund management companies. 

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The flagship annual event brought together the foremost voices in finance and policy to address the defining question facing global markets: How can investors navigate complexity and find clarity in 2026? Distinguished speakers delivered incisive perspectives on the evolving wealth management landscape, with particular focus on the compelling opportunities emerging in Hong Kong and the broader Asian region.

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Navigating Global Market Turbulence – Geopolitical Context and Implications for Asia

In the opening session, Endowus’ Chairman & Group Chief Investment Officer, Samuel Rhee and Chief Investment Officer, Hugh Chung, addressed the immediate challenges and opportunities facing Asian markets amid elevated global uncertainty. Key insights from the session included:

• While global markets are experiencing a fresh shock and tail risks exist, history offers perspective: across major geopolitical events since 1950, markets have generally recovered and delivered positive returns over the next 12 months, as long-term fundamentals matter more than short-term noise.
• The lasting impact of the current war through energy price shock, supply chain disruptions, inflation and central bank policies is still unclear and will depend on how long the current conflict persists.  
• While Asia is directly impacted, the region's long-term investment case remains supported by strong balance sheets and earnings.
• In volatile markets, the case for disciplined diversification across asset classes, factors, and geographies becomes more compelling, not less — with value, bonds and non-US equities acting as portfolio stabilisers in recent months.

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Said Wei Dai, Global Head of Research, Dimensional Fund Advisors, “It’s easy to say ‘there is a lot of uncertainty in markets at the moment’. There always is. That is the nature of investing and why planning and discipline matter. Dimensional’s approach is to embrace the uncertainty, knowing that a robust strategy prepares investors for what can happen, even though nobody has a crystal ball for predicting what will happen. If you have a clear idea of your financial goals and a sound financial plan, you should expect the unexpected from time to time.”

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The Imperative of Investing with Clarity in Uncertain Times

In an environment characterised by persistent volatility, the capacity to invest with clarity remains paramount for wealth preservation and long-term growth. Endowus built its platform and investment philosophy around this principle, placing clarity and long-term conviction at the heart of everything it does for clients. Said Gregory Van, Co-founder & Chief Executive Officer at Endowus, "Uncertainty is not new to investors, but the temptation to react to it is evergreen. We built Endowus on the philosophy of helping clients gain clarity and confidence in their investing journey through conflict-free and high-quality investment solutions at low, fair fees. The Summit reinforces this philosophy each year, helping investors tune out the noise and stay focused on what actually drives long-term wealth.”

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Unlocking the Wealth Management Opportunity in Hong Kong and Asia

A centrepiece of the summit was the keynote panel - "Hong Kong: Reinventing Wealth Management Leadership," moderated by Samuel Rhee and featuring Kenneth Hui, Executive Director (External) of the HKMA, and Joe Ngai, Chairman, Greater China, McKinsey. The discussion underscored Hong Kong's solidifying position as the world's leading cross-border wealth hub, underpinned by robust policy support, unparalleled connectivity to the Chinese Mainland and global markets, and a sophisticated ecosystem tailored to high-net-worth individuals and family offices.

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Said Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus, “Hong Kong's position as Asia's leading wealth management centre is only growing stronger. The depth of capital, regional connectivity, and the robust quality of the regulatory environment make this one of the most compelling markets in the world for investors and wealth managers alike. Endowus has been helping our clients in Hong Kong navigate this opportunity with rigour and confidence. We created EIS to demonstrate how seriously we take that responsibility, to amplify the expert voices of the industry to a wider audience.”

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Davy Yuen, Head of Wholesale, Hong Kong, Nomura Asset Management Hong Kong Limited, added: "As markets experience rapid movements and heightened volatility due to recent geopolitical tensions, investors are increasingly exploring other markets and asset classes for diversification. Japan represents a market with improving fundamentals that has attracted considerable attention, and Nomura is well-positioned to help investors gain access to this market. We believe EIS has evolved into a platform that not only engages with investors to understand their concerns but also provides valuable insights to help them achieve their investment objectives. EIS is undoubtedly one of the most impactful investment forums held annually."

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Now in its third year, the Endowus Investment Summit has established itself as the definitive annual forum for senior investment and wealth professionals across Asia. Each edition convenes the leading figures in the investment, wealth, and financial industry to share perspectives, challenge assumptions, and help investors remain focused on long-term wealth objectives.