Finance Professionals Trust Endowus
Automate and compound your wealth with compliant, conflict-free institutional access tailored for finance professionals.
Connect with our finance experts
HK$100B+
Client assets
300,000+
Clients
SFC licensed
CE No. BQR225
CE No. BQR225
A Unique Investment Burden
Finance professionals spend an average of 8.2 hours a week—nearly a full working day—handling personal finances and the PAD process.
8.2
hours
of a work-week is
being spent on
personal finances
hours
of a work-week is
being spent on
personal finances
a year in direct and indirect costs is spent
on supporting employee PAD compliance.
on supporting employee PAD compliance.
US$500M
a year in direct and indirect costs is spent
on supporting employee PAD compliance.
on supporting employee PAD compliance.
Source: Quinlan & Associates
Tailored to Your Unique Needs
2 in 5 Endowus Clients work in finance*. Access best-in-class strategies, conflict-free investing, and streamlined compliance—all in one place.
*Endowus data, as of 24 September, 2026.
Institutional access to 100+ global fund managers
Access best-in-class public and private market strategies across 100+ global fund managers at low, fair fees.
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Compliance that's completely aligned
Endowus is the platform of choice for top financial institutions, facilitating streamlined onboarding processes and reporting needs.
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Conflict-free investing Institutional rates
Save significantly on fees by accessing world-class funds at institutional share class, with 100% Cashback on trailer fees.
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Chosen by People like You
“
We are proud to partner with Endowus, an innovative platform that gives employees simple, flexible tools to invest with confidence.
Managing Director
Global Asset
Management Firm
Management Firm
“
Endowus... makes investing simpler, more accessible and more cost-effective... giving our people greater confidence to invest towards what matters to them...
Regional CEO
Global Asset
Management Firm
Management Firm
“
Endowus has made accessing our funds more cost-effective for our employees. It provides our staff the opportunity to invest in a wide range of our own funds in an efficient and digital-first manner.
CEO
Global Asset Manager
“
A portfolio perfectly customized to my risk appetite.
Venise Chan
Compliance Director,
Tennis and Pickleball Pro
and Endowus Client
Tennis and Pickleball Pro
and Endowus Client
%201.avif)
“
Endowus is seamless to use. Like my investments, I’m in it for the long term.
Jonathan
Chief Financial Officer
and Endowus SG client
and Endowus SG client
Don’t Let Hidden Cost Hinder Your Growth
Example: Illustration of fees incurred for investments in the PIMCO GIS Income Fund (USD) across different platforms.
100%
Cashback on
Trailer Fees
Trailer Fees
0.1-0.6%
All-in
Endowus Fee
Endowus Fee
0%
Subscription/
Transaction Fees
Transaction Fees
*Based on Endowus Research, data as of 31 August 2026. This comparison is made between the institutional share class (IE00B8JDQ960) offered on Endowus, versus the retail share class (IE00B8K7V925) offered on other “zero fee” platform(s) and by private banks(s), and the retail share class (IE00BHR40X61) offered by retail bank(s). Our reference point for “zero fee” platforms is those that take embedded trailer fees and platform fees.
Exclusive Fund Access
Access 400+ best-in-class strategies across public markets, private markets, and hedge funds — rigorously vetted and monitored by the Endowus Investment Office.
*Hedge funds & private market strategies available for Professional Investors only.
Streamlined Process
Regulatory clearance shouldn't slow down your growth. We take administrative burden off your plate with streamlined onboarding and automated reporting.
Comply with most PAD restrictions
100% mutual funds and managed portfolios (no single stocks), which inherently meets most financial institution compliance policies.
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Trusted by professionals from 100+ financial institutions
We’ve successfully onboarded professionals from 100+ major financial institutions, including Citibank, JPMorgan, Goldman Sachs, BlackRock, and UBS and more.
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Keep your
compliance informed
compliance informed
Focus on your priorities. We'll automatically forward your monthly statements directly to compliance for you.
Tap to learn more
Our auto-forward feature automatically delivers monthly trading and account statements directly to your Compliance Department, taking tedious admin completely off your plate so you can focus on your other priorities.
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Safeguarding You and Your Wealth
Invest with confidence, knowing your assets are protected at every level.
We work with HSBC
Your deposits are kept in a HSBC trust account (Client Money Account) and separate from Endowus’ balance sheet and operating accounts.
This means your investable assets are segregated, no matter what happens to Endowus.
This means your investable assets are segregated, no matter what happens to Endowus.
Find out more
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No lending of your money or assets.
Bank runs happen because banks are in the business of taking your deposits (a liability for the bank) and lending your money out to earn interest.
As a non-bank platform, Endowus offers no leverage, does not lend out client monies orassets, and is not a custodian of your securities. Client assets are ultimately held by fund-appointed custodians.
As a non-bank platform, Endowus offers no leverage, does not lend out client monies orassets, and is not a custodian of your securities. Client assets are ultimately held by fund-appointed custodians.
Rigorous Cybersecurity Protocols
Your account safety matters the most to us. That is why we implement penetration tests and continuous vulnerability assessments from time to time, ensuring your investments, transactions and data privacy remain protected by rigorous, multi-layered security protocols they deserve.
As Featured In
“… aims to become leading
automated adviser in Asia”
automated adviser in Asia”
“... the ambition to define the
future of wealth management”
future of wealth management”
“... brought transformational
changes to the industry”
changes to the industry”
“... a new and better wealth
management experience”
management experience”
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