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In the press

初出茅廬 時間是錢更是底氣

Steffanie Yuen, Endowus Head of Hong Kong, shares how one can begin their investing journey early on in their career. She likens investing to exercise; success is closely tied to a clearly-defined goal and having a plan to achieve that goal. Steff encourages young adults to establish their unique wealth goals and adopt goal-based investing, to start investing as early as possible into a diversified portfolio, even if starting out with a small sum of money.

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理財為自主 婚前藍圖要準備

In this commentary, Endowus Head of Hong Kong, Steffanie Yuen, debunks stereotypes about female investors and how more can be done to motivate women to invest and take control of their financial wellness in terms of building wealth, family finance and retirement planning. She also highlights the importance of financial literacy in empowering women at large.

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Money Talk: Your Money (17 Mar 2023)

With the current uncertainties in the macro economic environment, Endowus Head of Hong Kong, Steffanie Yuen, shares key investment tips including careful consideration of investment goals and risk tolerance levels before investing, and how one's strategy should change in tandem with their evolving life stage. Investors should also set aside their rainy day emergency funds.

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【女性投資】女人點可以唔為自己諗？給母親的投資建議 借助數碼工具事半功倍

So Sin Ting, Chief Client Officer at Endowus offers advice for mothers looking to invest. Time-strapped mothers can utilise digital tools and wealth management platforms that have automated more of the investing process, giving them more time to spend with their loved ones. Cash management solutions and fixed income portfolios can be a good place to start for those who are less tolerant of investment risks.

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【女性投資】女人點可以唔為自己諗？獨立專業女士的投資建議 耐心是成功投資者的必備特質

Steffanie Yuen, Head of Hong Kong at Endowus, shared tips for female professionals looking to invest. She believes that they should take charge of their personal finances early and grow their savings through long-term investments. She also reiterates the importance of taking an evidence-based approach to investing instead of chasing speculative returns.

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How to invest your first S$100,000

Endowus CEO, Gregory Van, explains how the step often missed by investors is to define why we should own certain asset classes and investment strategies, in line with the investing environment as well as our life needs and goals.

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Singapore robo adviser Endowus adds Bridgewater to alternatives lineup

05 Singapore robo adviser Endowus has added US hedge fund firm Bridgewater Associates to its alternative investment lineup by teaming up with French asset manager Amundi. The move gives Endowus’ clients in Hong Kong and Singapore access to the investment strategies of the Connecticut-based firm founded by Ray Dalio.

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Singapore robo Endowus partners with Amundi, Bridgewater for global macro, ESG strategies

The addition of Bridgewater strategies is the latest in over 300 curated funds Endowus has added to its Fund Smart platform, including private markets and alternative strategies from the likes of KKR, Blackrock, UBS and Partners Group, which was announced last June.

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Wealth platform inks alternatives partnership with Amundi

Asian digital wealth manager Endowus deepens its partnership with Amundi to offer its customers the investment strategies of Bridgewater Associates, a US-based portfolio manager. The move will expand the wealth manager’s alternatives proposition to accredited investors in Hong Kong and Singapore.

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Fullerton Investment Management expects inflation to fall back to 2.5% before the Fed cuts rates in 2024

Asia online wealth management platform, Endowus, brought together investment experts from a number of asset management companies to discuss 2023 market outlook for Greater China and the Asia-Pacific region.

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SG Digest: Endowus partners iCapital

Endowus, a Singapore-based wealth management platform backed by state investor EDBI, has partnered with global fintech firm iCapital to give accredited investors access to to private markets tools within private equity, private debt and real assets segments.

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Endowus, iCapital partner on private investment

Singapore-based digital wealth advisory platform Endowus has partnered with global fintech platform iCapital in a deal that will expand private market investment access to Endowus private wealth clients in Singapore and Hong Kong.

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Singapore wealth firm partners with iCapital

Endowus, the Singapore-headquartered digital wealth platform, has reached an agreement with fintech company iCapital to leverage the latter’s technology for its private markets offering. The tie-up will allow Endowus’ private wealth clients to gain institutional-quality access to private market initiatives across equity, debt and real assets.

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Singapore's digital wealth platform Endowus acquires HK'S Carret Private

Endowus has acquired a majority stake in Hong Kong-based wealth manager and multi-family office Carret Private Investments Limited. With the acquisition, total assets under management of the Endowus group stands at over $4 billion across tens of thousands of clients as at the end of the first half this year.

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Endowus focuses on institutional-level solutions for individuals: founders

Gregory Van and Samuel Rhee co-founded Endowus with the aim of serving individuals with institutional-level wealth management solutions, and at a low cost.

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Fintech: JPMorgan, Endowus say Hong Kong has talent, capital and location edge to be global hub

Robust capital markets, ability to attract talent and access to the Greater Bay Area, coupled with recently announced policy support, are strengths.

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Hong Kong’s fintech ecosystem needs to nurture young talent who ‘dare to fail’, says wealth platform head

Endowus co-founder, Samuel Rhee said new employees need to share the firm’s vision. “We’re about trying to change the industry,” said Rhee, who is chairman and group chief investment officer of Endowus. “We want the right people to come on to the team, and a big part of that is buying into the mission and vision of the company.”

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Singapore digital wealth startup Endowus buys Carret Private

Digital wealth platform Endowus Pte acquired a majority stake in an independent wealth manager in Hong Kong as the Singaporean company builds out its business beyond the city-state.

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Singapore digital wealth platform Endowus acquires Hong Kong wealth manager Carret Private

The merged group, with combined client assets of US$4 billion, will officially launch operations in Hong Kong by the end of the year.

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Singapore wealth management platform Endowus buys Carret Private

Endowus said the combined companies will have complementary expertise in technology, talent, and systemic wealth advice. The acquisition will be a springboard for Endowus to enter the Hong Kong market.

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UBS-backed fintech Endowus snags funds from Prosus, EDBI

Endowus has raised S$35 million led by Prosus Ventures and Singapore’s EDBI, to bankroll an expansion in Asia’s two regional financial hubs.

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SoftBank-backed wealthtech platform secures additional funding from UBS, Samsung, Singtel

According to Endowus, as a global wealth manager, UBS will be its strategic partner while Samsung and Singtel Innov8 can help extend its reach with the former’s mobile technology expertise.

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Singapore robo adviser Endowus passes S$2 billion asset mark

Endowus has crossed the S$2 billion client asset mark, less than three years after launching operations.

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Singapore Digital Wealth App Scores Money From UBS, Samsung

Digital wealth platform Endowus has secured investments from UBS Group AG, Samsung Ventures and Singtel Innov8 to fuel expansion.

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【投資理財】前惠理高層坐鎮 綫上財富管理平台攻港 首創不收佣金

Endowus is the first digital wealth management platform in Hong Kong that does not accept trailer fees or commissions.

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財富管理平台Endowus進軍香港市場

Endowus aims provide its Hong Kong clients with an enhanced and never-before wealth management experience.

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新加坡財富管理平台Endowus進軍香港 委惠理前高層管香港業務

Endowus has obtained the licenses for Type 1, Type 4 and Type 9 businesses from the Hong Kong Securities and Futures Commission.

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