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INVESTING, FOR ALL OF US

Our values

We believe in a better wealth experience. Knowledge and transparency are essential for success, and you should never feel like you do not have control or do not understand how your money is managed. We will present you the data you need to make informed decisions, so that you can be best prepared for your future.

  • Alignment

    We are only paid by you and never accept commissions from product providers - this allows us to always recommend the products best suited for you

  • Integrity and stewardship

    We are a steward of your capital and trust and will never compromise on acting in your best interest

  • Knowledge and transparency

    Empowerment through knowledge can help all of us anticipate outcomes and therefore succeed in reaching our goals

meet

Our team

We bring together decades of experience at leading global financial institutions and technology companies, including Goldman Sachs, Morgan Stanley, UBS, Blackstone, Nomura, HSBC, Macquarie, Wilmar, SP Services, Grab, Intuit, Zalora, Carousell, Alibaba, Kakao, ByteDance, Dropbox, Lyft, and more.

Our diverse expertise and experience in asset management, private banking, investment banking, and consumer technology have prepared us to better serve you.

View our team of 110+ passionate builders from Endowus Group on LinkedIn.

Leadership
Steffanie Yuen
Head of Hong Kong

Steffanie is responsible for establishing and leading Endowus’ presence in Hong Kong, Endowus’ first regional expansion. This includes positioning Endowus as an essential partner for wealth planning and to boost retirement adequacy in Hong Kong. She has experience across fintech, wealth management and investment banking industries across Asia, before joining Endowus her last role was Managing Director at Value Partners.

Samuel Rhee
Chairman & Chief Investment Officer

Samuel Rhee is Co-founder, Chairman and Chief Investment Officer at Endowus, the largest independent digital wealth platform in Asia, which pioneered digital wealth across personal savings, private wealth and public pension as the first digital advisor for Singapore’s Central Provident Fund. Sam is passionate about leveraging technology to solve socio-economic problems, such as the retirement adequacy and global pension crisis. He serves as a Steering Committee Member for Longevity Economics at the World Economic Forum, and is also an Independent Director on the Board of Naver, the largest tech company in Korea.

Gregory Van
CEO

Greg is passionate about making investing accessible and at the lowest achievable cost for all investors. As CEO, he is responsible for driving the company’s growth and strategic execution. He started his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.

Sin Ting So
Chief Client Officer

Sin Ting leverages her extensive experience to deliver the best of investing for all clients to achieve financial freedom. Prior to Endowus, Sin Ting had spent more than 15 years in the wealth management industry at leading banks in Hong Kong and Singapore, including Morgan Stanley and Nomura. She hopes to empower more people with the right knowledge and enable investors to make informed decisions about their own financial future.

Hugh Chung
Chief Investment Advisory Officer

Hugh leads the efforts of the centralised Investment Office across the entire Endowus Group, comprising the Endowus digital platform, Endowus Private Wealth, and Carret Private. He provides group strategic direction on the expert curation and management of all investment solutions across public and private markets, for individual and institutional investors in Singapore and Hong Kong.

Serene Chew
Head of Legal & Regulatory Affairs

Serene is responsible for managing the legal, regulatory and compliance risks for Endowus across all business functions. A Singapore-qualified lawyer, Serene combines over 10 years of experience in the public sector and private sector. Previously as legal counsel at the Monetary Authority of Singapore (MAS), she led legal teams advising internal supervisory and policy teams on financial regulations.

Dominic Ong
Chief Financial Officer

Dominic oversees the strategic planning and implementation of all financial activities of the business. Prior to Endowus, Dominic was the Head of Strategy and Business Development in Asia-Pacific at Rayliant Global Advisors. With over 15 years of financial services experience, he has also held various senior positions with Standard Chartered Bank in Hong Kong and Singapore; and McKinsey & Company in Sydney.

Jason Huan
Chief Marketing Officer

Jason drives the overall growth strategy of Endowus as he oversees the branding, performance marketing, public relations and content verticals of the business. Jason has over 15 years of experience across various sectors, but mainly in finance and technology. Prior to Endowus, Jason was the CMO of Lazada, a regional e-commerce giant and subsidiary of Alibaba. 

Deepak Sarda
Chief Technology Officer

With over 20 years of experience in delivering greenfield software products in complex domains, Deepak leads the design, development & operations of Endowus’ multi-award winning investment platform & the highly skilled technology team behind it. Prior to Endowus, Deepak was the Head of Developer Solutions Architecture for ASEAN at Amazon Web Services. He had also spent more than a decade in the financial services industry, including at JPMorgan Chase & Co, and Citibank.

John Li
Head of Client Technologies

John Li is the Head of Client Technologies at Endowus, having spent nearly a decade building consumer-focused financial services. He is an inspirational and hands-on engineering leader who combines his strong product sense and technological skills to ensure that products and solutions are purpose-built to meet specific needs. His keen understanding of data analysis and marketing technology helps to guide crucial product strategies and decisions.

Min Axthelm
Head of Research

Min drives the Endowus Group Investment Office’s efforts on research and content creation on the macro market and asset allocation, portfolio construction and optimisation, as well as investment manager due diligence. She also works closely with Endowus’ Product team on product research and development.

Sheryl Choong
Head of Client Advisory

Sheryl works with individuals from all walks of life, family offices and corporates to find the right investment solutions to help them achieve their wealth and investment goals. She leverages on her wealth management experience to help deliver the best digital client experience for the entire life cycle of a client’s investment journey with Endowus from getting started all the way to investing.

Abigail Tan
Head of Operations

As Head of Operations, Abi champions operational excellence by spearheading initiatives aimed at streamlining processes, optimising scalability, and enhancing overall efficiency within Endowus. She collaborates closely with cross-functional teams at Endowus and engages with external partners, strategically balancing people and technology resources to discover innovative solutions.

Clarissa Wang
Head of People

Clarissa Wang is the Head of People at Endowus, Asia’s leading digital wealth platform. 

Yu Ling Chan
Head of Finance

Yu Ling Chan is the Head of Finance at Endowus, Asia’s leading digital wealth platform. 

Jason Teo
Head of Growth Marketing

Jason Teo is the Head of Growth Marketing at Endowus, Asia’s leading digital wealth platform. 

Jen Lua
Head of Product (Platform, Data & Revenue)

Jen Lua is the Head of Product (Platform, Data & Revenue) at Endowus, Asia’s leading digital wealth platform.

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