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Endowus inks strategic partnership with The Executive Centre to boost financial literacy efforts in Hong Kong

February 23, 2024
  • The collaboration will allow the digital wealth manager to host in-person financial and investment education events at The Executive Centre’s locations across Hong Kong 
  • It kicks off with an event to empower womens’ financial independence this International Women's Day 
  • Promoting financial literacy is core to Endowus’ mission in enabling more individuals to invest better to live better

HONG KONG, 26 February 2024 – Endowus, Asia’s leading digital wealth management platform, has formed a strategic partnership with The Executive Centre (TEC), the leading premium flexible workspace provider across Asia Pacific. The collaboration will focus on boosting Financial Literacy (FinLit) efforts in Hong Kong, where Endowus will host a series of FinLit in-person and online seminars at TEC’s office spaces in the territory. Topics to be covered include holistic wealth management, retirement and Mandatory Provident Fund (MPF) investing, financial planning and female investing. 

In an increasingly uncertain economic environment, FinLit is now more important than ever to build a generation of informed investors. As Hong Kong’s first independent and conflict-free wealth manager, Endowus’ philosophy is client-centric; it believes in setting clients up for success with the right evidence-based, disciplined approach to investing for the long-term. Understanding the importance of accessible and tailored financial education, Endowus and TEC have joined forces to host a series of community events that are open to the public and TEC’s community members. 

The partnership kicks off this International Women’s Day, with an event on 5 March 2024 dedicated to fostering financial growth and independence for women, titled “Wealth HER Way: Empowering Financial Independence''. Endowus is proud to collaborate with 100 Women in Finance, a non-profit global organisation dedicated to fortifying women's presence in the finance sector, offering support at every career stage to help women achieve their professional goals, as well as its fintech arm, 100 Women in Fintech. 

According to the 2023 Endowus Wealth Insights Report, nearly 70% of surveyed female investors in Hong Kong expressed a desire to invest more, with the primary goal of building a nest egg for retirement and ultimately attaining financial independence.

Steffanie Yuen, Head of Hong Kong, Endowus, said, “It is in the Endowus name to democratise institutional endowment-quality investing for all of us, and we have not wavered from this path since our inception. Through transparent and informed wealth management, as well as greater access to the right educational resources, we are committed to empowering more Hong Kong investors to secure a brighter future for themselves and their loved ones by investing holistically and responsibly. We are delighted to partner with The Executive Centre to further this mission. We hope to continually support personal investing journeys through more dedicated financial literacy content and community activities, in partnership with like-minded individuals and organisations.”

Jennifer So, City Head of Hong Kong, The Executive Centre, said “We are pleased to fortify an esteemed partnership with Endowus, Asia’s leading independent digital wealth platform. This collaboration marks a significant milestone as we combine our expertise to host a series of enlightening financial literacy seminars at The Executive Centres throughout Hong Kong. By synergising our respective strengths, The Executive Centre and Endowus are poised to provide unparalleled value to our esteemed Members, equipping them with the knowledge and acumen necessary to navigate the complexities of the financial landscape. This strategic alliance underscores our unwavering commitment to delivering a comprehensive and transformative experience to our professional community. Together, this partnership will foster and enhance financial well-being and solidify our position as leaders in providing cutting-edge solutions.”

Download the full appendix here.