Asia’s leading digital wealth management platform Endowus has teamed up with Amundi, HSBC AM and Ping An to launch a new Endowus CashUp investment portfolio in Hong Kong, providing institutional level and flexible short-term cash management solutions for Hong Kong investors, with an expected annual net yield of up to 5.5%. The minimum investment amount for the Endowus CashUp portfolio is $100, with no lock-up periods, no subscription or withdrawal fees, and no maximum caps.

Endowus has launched the Endowus CashUp investment portfolio to offer access to institutional-grade, flexible short-term cash management services for Hong Kong investors. The Endowus CashUp Portfolios, which consists of CashUp Simple and CashUp Plus portfolios, offers exposure to multiple money market and ultra-short duration fixed income funds, curated by the Endowus Investment Office. These funds are curated from global managers including Amundi, HSBC AM and Ping An.

Gregory Van, CEO of Endowus, shared key tips on how investors should rebalance their investment portfolio for the new year. Investors must first evaluate their current expenditure and ensure that their investment portfolio is sufficient to cover expenses in the next 10-15 years. Thereafter, check that investments are running at a cost level commensurate with the net return. If they perform below their initial set goal, rebalance the portfolio to improve long-term investment performance.

Since Endowus’ acquisition of Carret Private in 2022, Carret continues to operate independently, while allowing clients access to the Endowus platform. Both firms continue to share resources such as investment strategies and opportunities, bringing centralised CIO office benefits, as well as greater access to private market solutions. Gregory Van, CEO of Endowus, highlighted that Endowus’ priority is to grow on both ends and collaborate, as there are tailwinds for both firms to reach a very broad audience.

In this piece by SCMP, Gregory Van, CEO of Endowus highlighted that the wealth management business should be “conflict-free” and have a deep impact on lives, society, and future generations. Endowus expanded in Hong Kong last year as it sought to leverage the city’s bid to become a top wealth centre.

As we approach the end of 2023, Steffanie Yuen, Head of Hong Kong at Endowus, shared six steps that investors should take to properly review and adjust their long-term investment plans for 2024. This includes reevaluating your expenses, building an emergency fund, repaying existing debts, and reviewing your insurance coverage. From here, investors should review the risk and profit of their investment portfolio to ensure that it's on track to achieving their financial goals, and lastly, establish a retirement plan.

Steffanie Yuen, Endowus’ Head of Hong Kong, explained what trailer fees are and why Endowus chose to operate on a fee-only distribution model. Hong Kong is constantly ranked as one of the most expensive jurisdictions to buy funds where investors are charged various fees that eat into their returns. Endowus rebates 100% of the trailer fees received from fund houses to ensure that the firm is aligned with its clients’ interests to find the best products and the lowest cost.

Hong Kong’s wealth market is almost twice the size of Singapore’s, reaffirming its position as an important regional wealth management hub. Despite its wealth, Gregory Van, CEO of Endowus emphasised that Asia’s ongoing retirement crisis needs to be addressed. Steffanie Yuen, Endowus’ Head of Hong Kong, introduced Endowus as Hong Kong’s first fee-only, non-commission-based, conflict-free digital wealth management and fund platform to offer better advice to clients at a fairer cost.

Gregory Van, CEO of Endowus, highlights the disparity where a commission-based sales model of wealth management firms often leads to misaligned advice and Hong Kong investors paying high fees that eat into their returns. Endowus aims to address such pain points through its institutional share class access and 100% cashback on trailer commissions. To date, Endowus has saved its clients US$40m (HK$312m).

To deal with the rising costs of raising children, Steffanie Yuen, Head of Hong Kong at Endowus shared tips for aspiring parents. Couples should establish two buckets of money, one to prepare for pregnancy and postnatal costs, and another to prepare for the child’s future education needs. Parents should choose investment tools and strategies that suit their financial situation, time horizon, and risk tolerance, keeping in mind to review and adjust their investment plans regularly.

Endowus' partnership with Brookfield Oaktree Wealth Solutions expands alternative offerings for wealthy clients on its digital wealth platform. Through this, Endowus’ accredited individuals and family office clients in Singapore and Hong Kong can gain access to Brookfield Oaktree's private credit and semi-liquid funds.

Endowus partners with Brookfield Oaktree Wealth Solutions to expand its alternative offerings for clients. Endowus Private Wealth clients can now build institutional-quality portfolios through Brookfield Oaktree Wealth Solutions on the digital wealth platform. The fund applies a flexible approach across the private and public debt spectrum, allowing for dynamic allocation in response to changing market conditions.