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.

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.