Endowus Head of Hong Kong Steffanie Yuen discusses strategies for achieving financial goals in 2025. It emphasizes the importance of setting clear, achievable financial targets and developing a detailed plan to reach them. She mentions assessing your current financial situation, identifying areas for improvement, and creating a budget that aligns with your goals and highlights the benefits of regular financial reviews to track progress and make necessary adjustments.

Endowus has raised an additional US$17.5 million in funding, bringing its total funding to over US$110 million. The latest round includes new investors such as OSK Ventures and basketball star Jeremy Lin's JLIN LLC, alongside existing backers like Prosus Ventures, UBS, and MUFG. The funds will be used to enhance Endowus's technology, expand its product offerings, and strengthen its presence in key markets, particularly Hong Kong and Singapore.

Endowus secured an additional US$17.5 million in funding, bringing its total funding for the round to US$52.5 million following a previous raise last year. The new funding will be used to enhance Endowus's technology, expand its product offerings, and grow its presence in key markets such as Hong Kong and Singapore. Notable new investors include basketball star Jeremy Lin's impact fund, JLIN LLC, and OSK Ventures.

Samuel Rhee, Co-Founder and Chairman of Endowus, reflects on 2024's digital transformation in wealth management, driven by client demand for transparency and personalization. He highlights the shift towards client-centric models, increased interest in private markets, and the rise of sustainable investing. He anticipates continued innovation in digital wealth management, with technology enhancing client experiences and operational efficiencies. Endowus plans to expand its investment solutions and focus on client education.

Endowus, a leading digital wealth platform in Asia, has expanded its private credit offerings by partnering with HPS Investment Partners. This collaboration introduces HPS' private credit strategies to Endowus' Alternatives platform, specifically targeting Endowus Private Wealth clients. HPS Investment Partners is renowned for its expertise in private credit, managing over US$101 billion in assets. The partnership aims to provide clients with diversified investment opportunities, focusing on generating attractive risk-adjusted returns.

Endowus, a leading digital wealth management platform, has announced a strategic partnership with HPS Investment Partners, a global investment firm specializing in private credit. This collaboration aims to provide Endowus clients with enhanced access to private credit investments, a key asset class known for its potential to offer attractive risk-adjusted returns and portfolio diversification.

Endowus, a leading digital wealth platform in Asia, has announced an expansion of its private credit offerings through a partnership with HPS Investment Partners. This collaboration aims to provide Endowus clients with access to a broader range of private credit investment opportunities. HPS Investment Partners is a global investment firm with significant experience and expertise in private credit markets. The partnership is expected to enhance Endowus’ investment solutions and provide clients with diversified income streams and the potential for higher returns.

Hugh Chung, chief investment officer at Endowus, says Scott Bessent's nomination as Treasury Secretary is being "received positively by the market." According to Chung, Bessent is "viewed as a pragmatist when it comes to policy" and he is expected to take "a gradual stance" on tariffs. Chung also says corporate earnings will continue to drive sentiment, particularly in the US. He speaks on Bloomberg Television. ​​

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.

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.

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.