Steffanie Yuen, Head of Hong Kong at Endowus shared how foreign exchange rates affect investments. When currency risk is more volatile than the asset class one invests in, foreign exchange investments will increase the overall volatility of the portfolio, and vice versa. Before making any investment strategies, individual investors should set clear financial goals and seek professional advice to determine a suitable long-term investment plan.

Gregory Van, CEO of Endowus, shared financial planning tips for teenagers. Students and fresh graduates should avoid accumulating debt where possible as it decreases their wealth options in the future. Younger individuals should leverage their longer time horizon and consider investing in a diversified, equity-oriented portfolio to beat inflationary pressures and rising costs of living.

Steffanie Yuen, Endowus’ Head of Hong Kong, encouraged investors to be prudent about the fees and sales commissions associated with investment products, which may erode their returns. To ensure clients benefit from a low-cost, fair, and transparent pricing, Endowus is a fee-only independent wealth platform that charges less than 1% in investment advisory fees.

Hugh Chung, Chief Investment Advisory Officer at Endowus, discussed the risks of investing in safe-haven assets, such as gold and oil, during times of uncertainty. Depending on the time these assets were purchased, the returns (and losses) of such assets can vary by a large margin. One should not try to predict market downfalls and instead, adhere to the same disciplined, goal-based, long-term plan regardless of economic conditions.

Steffanie Yuen, Head of Hong Kong at Endowus, shared tips on investing during economic uncertainty. History has shown that conflicts such as war have had minimal impact on underlying fundamentals or existing market trajectories. Investors should ensure a diversified investment portfolio to diversify risk, establish cash reserves, and employ dollar-cost averaging to reduce the impact of market fluctuations.

Gregory Van, CEO of Endowus was invited to Forbes’ Asia 100 to Watch Forum to share about Endowus’ business strategy for the future and how it continues to solve client pain points. Endowus leverages technology to scale excellent and objective advice, changing the industry by helping investors grow their wealth meaningfully at low, fair costs.

Gregory Van, CEO of Endowus was invited to Forbes’ Asia 100 to Watch Forum to share about Endowus’ business strategy for the future and how it continues to solve client pain points. Endowus leverages technology to scale excellent and objective advice, changing the industry by helping investors grow their wealth meaningfully at low, fair costs.

Gregory Van, CEO of Endowus discussed the importance of teaching children about money. Empowering children with a budget empowers them to take ownership and be responsible with money, inculcating positive financial habits. Parents should invest their children’s laisee (red-packet money) to yield long-term compounding returns.

Endowus officially launched its flagship investment portfolio (Endowus Flagship Portfolios) in Hong Kong, which serves as a one-stop solution to build different portfolios of stock and bond assets based on the risk tolerance of individual investors. Committed to bolstering independent wealth management services for Hong Kong clients at low and fair fees, Endowus has seen its clientele grow 10X in the last nine months.

Steffanie Yuen, Head of Hong Kong at Endowus, shared how individuals should plan for one's finances through different life stages. Young investors with a longer time horizon may take on riskier investment strategies to reap the benefits of compound interest. Investors approaching retirement age should prioritise preserving wealth through low-risk assets.

Endowus has launched its full-service wealth management platform in Hong Kong to provide access to best-in-class funds across public markets, private markets, and hedge funds. With all sales and trailer commissions paid as cashback to investors, the platform aims to empower investors with better choices, evidence-based advice, and control over their wealth.

Samuel Rhee, Co-Founder and Chairman of Endowus, joined by Joel Teasdel, Head of Asia ex-Japan, shared tips for individuals looking to invest. Investors should always conduct due diligence on the underlying risks and costs associated with investment products. Professional Investors can consider evergreen and open-ended funds such as liquid alts to better manage cash flow and diversify portfolios.