Endowus launches expanded bespoke private credit and private equity offerings at Endowus Investment Summit 2025
- Endowus unveils its latest expansion of private market solutions with the launch of Endowus Private Credit and Endowus Private Equity at its annual Endowus Investment Summit in Hong Kong. As a group, Endowus’ HNWI clients increased by 64% y-o-y in 2024, with a strong appetite for alternatives and private market access. This has led to investments in alternatives, including hedge fund and private markets, tripling in the past year with client assets crossing US$350 million.
- Endowus is launching two innovative alternative asset class portfolios that provide clients with exposure to multiple evergreen, semi-liquid private market funds, in a single vehicle. These comprise a diversified private credit portfolio with strategies offered by industry leaders like Apollo, Ares, and Blackstone, and a new private equity portfolio which offers access to private equity heavyweights such as Blackstone, Carlyle, EQT, Vista and more — collectively managing over US$1 trillion in private equity assets. Through a partnership with iCapital, these new solutions are now directly available via its market-leading app platform for Professional Investors in Hong Kong and Accredited Investors in Singapore.
- Held for the second time, the Summit will cover timely and critical market analysis post the latest Trump-tariff regime and broader market ramifications to investing strategies. The expert delegation features leading global fund powerhouses including iCapital, Amundi, Brookfield Oaktree, Carlyle, Dimensional, Man Group, Partners Group, PIMCO and more.
HONG KONG, SINGAPORE, 10 APRIL 2025 – Endowus, Asia’s leading fee-only wealth platform is holding its second annual Endowus Investment Summit (EIS) at the Asia Society Hong Kong Center today. The Summit convenes renowned investment firms, including Amundi, Brookfield Oaktree, Carlyle, Dimensional Fund Advisors, Man Group, Partners Group, PIMCO, as well as iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries.
With discussions centering on global volatility and geopolitical shifts, attendees can expect to gain exclusive insights from notable Fund Managers and General Partners (GPs) on portfolio diversification strategies. This dialogue is particularly timely as high-net-worth (HNW) individuals and family offices seek greater exposure to alternative investments amid rising volatility in public markets.
Gregory Van, Co-Founder and CEO of Endowus, said, “While market conditions remain challenging, opportunities persist for those who know where to look. EIS is taking place at a pivotal moment when investors are actively seeking strategic guidance on how to navigate today’s choppy waters. Our emphasis on private market solutions is especially relevant, as it underscores the growing recognition that traditional investment approaches must evolve in response to shifting market dynamics.”
Developing the most comprehensive private market solutions for diversified and robust portfolios - Launch of new private credit & private equity solutions
Private markets have gained significant traction in recent years, yet a lack of accessible information and education persists, cited 38% of respondents in 2024’s Endowus Private Wealth Insights Report. Their appeal lies in having low correlation to public markets, which offers greater diversification for investors and, as a result, potentially serves as a shield during periods of volatility.
To address rising demand for more robust solutions, Endowus is launching two innovative private market portfolios as part of its broader effort to build a holistic alternatives platform. These portfolios are developed by Endowus’ 14-member Investment Office (IO), leveraging the firm’s ‘building blocks’ framework to create portfolios tailored to investors’ risk profiles and financial objectives. Modelled after large institutions and endowment investing strategies, these solutions are now being made available to Professional Investors in Hong Kong and Accredited Investors in Singapore, with the aim of providing compelling risk-adjusted returns.
These include a private credit solution, developed in partnership with leading global investment firms, including Apollo, Ares, Blackstone, BlueOwl, Carlyle, HPS, and Oaktree, tapping into diverse investment expertise and strategies.
Endowus is also introducing a new private equity solution, which provides streamlined and diversified access to strategies managed by top-tier private equity managers, including AlpInvest, Blackstone, Carlyle, EQT, HarbourVest, Partners Group, StepStone, and Vista.
86% of the world’s companies with over US$250 million1 in revenue are privately owned today, presenting an opportunity to tap into a larger investment universe. Endowus actively seeks out these opportunities and endeavours to build the most robust and diversified alternative investment solutions for investors. With the aim of providing best-in-class solutions, the Investment Office carefully selects and partners with top-performing GPs and asset managers with proven track records.
Tuan Lam, Head of APAC at iCapital, said: “We are very pleased to continue supporting Endowus in its commitment to expanding access to private markets investment opportunities for their clients. Our technology solution and end-to-end operating platform provide accredited investors with best-in-class, easy and transparent access to alternatives, improving the quality and diversification of their clients’ portfolio and financial outcomes.”
Samuel Rhee, Chairman and Group Chief Investment Officer at Endowus, commented, "The overwhelming response to our Investment Summit underscores investors’ needs to gain access to sophisticated investment solutions in today's volatile environment. Investors, both individual and institutional, are actively seeking high-grade private market opportunities to strengthen portfolio resilience. The insights shared at the summit, coupled with our latest private market solutions, will empower our clients to navigate the complexities of today’s market while staying focused on their long-term investment goals”.
[1] As of February 28, 2025
