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WIP-gif

A Wealth
Implementation Process
as unique as you are

We’re here to guide you on your wealth journey. Design and implement a holistic Endowus Wealth Implementation Process (WIP) that’s tailored to your unique financial situation with us.
try it out
Alternatively, email us at privatewealth.hk@endowus.com or schedule an appointment here.
Licensed by Securities & Futures
Commission of Hong Kong (CE No. BQR225)

A Wealth
Implementation
Plan as unique
as you are

We’re here to guide you on your wealth journey. Design and implement a holistic Endowus Wealth Implementation Plan (WIP) that’s tailored to your unique financial situation with us.
try it out
Alternatively, email us at privatewealth@endowus.com or schedule an appointment here.
WIP-gif

The Endowus Wealth Implementation Process

The Endowus WIP is our proprietary financial planning tool that aims to build truly holistic and customised strategies for the wealth needs of affluent individuals and families — via access to best-in-class public, private market, and alternative investment solutions.

WIP in action

create your wip
connect with us
Define your goals with
your dedicated advisor
We believe that every dollar invested should have a purpose. Your dedicated client advisor will help you define your life goals and translate them into actionable strategies that will have a meaningful impact on your future.
Reach your goals with a
systematic, guided process
Our investment experts will analyse your holdings holistically, and provide a systematic process on how to achieve your goals and take you through the recommended strategies for your customised wealth solution.
Get access to experts,
strategies, and products
We build and implement a WIP that is systematic, diversified, and resilient, made with only best-in-class portfolios and fund strategies to maximise your chances of success.
A wealth plan that
evolves with you
The WIP need not stop here - As with your evolving life goals, needs and market changes, it should always be a work in progress (WIP) and be re-calibrated in future when required.
create your wip
connect with us
PRIVATE WEALTH THAT’S ON YOUR SIDE

Fees that are low, fair, and aligned‍

We’ve kept our fees transparent and aligned — and we think this makes a really big difference to growing your wealth. No subscription fees.

No transaction fees. No sales charges. No hidden fees, ever.

We are not incentivised on a commission model — so you'll only be recommended what's right for you, always.

We also provide you with access to institutional share class funds from the world’s financial powerhouses, and 100% Cashback on trailer fees.

Join the future of Private Wealth

Enjoy privileged access to:
  • Bespoke, personalised wealth management solutions and top-tier investment strategies
  • Low and fair fees, with total client alignment
  • Exclusive closed-door networking sessions, market analyses outlook, as well as bespoke art and lifestyle events
Thank you. Our Private Wealth team will reach out to you shortly.
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Alternatively, email us at privatewealth.hk@endowus.com
or schedule an appointment here.
Comprehensive goal-based planning,
in-person consultation & reviews

Life has many priorities and is ever-changing.

Your needs are unique and at the center of everything we do. Whether you are accumulating, preserving or transferring wealth, we want to bring you solutions across cash, CPF and SRS to help you achieve your goals. 


You are not alone in this journey.

You have a dedicated relationship manager to guide you, backed by a team of experts with decades of experience in private banking, asset management, quant investing, investment banking, family offices, hedge funds, private equity, and more.

Bespoke portfolio construction,
smart monitoring & rebalancing

We work with you to create customised portfolios working towards each of your goals and life priorities.

Our systems monitor your portfolios constantly to ensure they are on track to  reach your goals.

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As your life circumstances change, we can with your further inputs systematically adjust your portfolios to optimise your investments.

Low cost, and no upfront fees

Endowus transparently charges an Endowus Fee based on assets under advice (AUA), which includes ongoing advice, portfolio creation, unlimited transactions, and custodian fees.

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Endowus has no sales fees, and 100% Cashback on trailer fees. Unlike other platforms, we do not collect kickbacks from fund managers.

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We are only paid by you, the client we serve.

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Learn more about our fees here.

Investments & assets outside of Endowus

Our investment experts will analyse your holdings holistically, and provide a systematic process on how to achieve your goals and take you through the recommended strategies for your customised wealth solution.

Institutional & Professional Investor Only investment opportunities

Access institutional share-class funds

Directly access institutional share-class of funds previously only available to large institutional investors. This means lower fees and higher expected returns for you.

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Private market, hedge funds, private credit & alternative strategies

As professional investors, Private Wealth clients are able to exclusively access more investment products such as multi-strategy hedge funds, private equity, private credit, private real estate and alternatives.

contact us
Endowus
Invest better to live better.

Headquartered in Singapore, Endowus is trusted by thousands of investors to grow their wealth holistically, conveniently and affordably.

HONG KONG
SINGAPORE
General Information
‍
This Website is operated by Endowus HK Limited, which is licensed (CE No. BQR225) under the Securities and Futures Ordinance (Cap571) to carry on business in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. You can verify this information on the Hong Kong Securities and Futures Commission (SFC) website here.

Not offer, solicitation or sale of any investment product
This website is for information purposes. Nothing contained on this Website constitutes tax, accounting, regulatory, legal or investment advice. Neither the information, nor any opinion, contained on this Website constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.

The contents of this Website have been prepared without regard to the investment objectives, financial situation, or means of any particular person or entity, and the Website is not soliciting any action based upon them. Any opinions expressed on this Website may change as subsequent conditions vary.

Past performance is no guarantee of future results
Investment involves risk. The value of an investment may go down as well as up and investors may not get back their money originally invested. Past performance is no guarantee of future results. An investment in a portfolio is not the same as a deposit with a banking institution. Please refer to the respective fund disclosure documentation for details about potential risks, charges and expenses.

Accuracy of Information on this Website
Although this material is based upon information that Endowus considers reliable and endeavours to keep current, Endowus does not assure that this material is accurate, current or complete, and it should not be relied upon as such. The information and services provided on this Website are provided "AS IS" and without warranties of any kind, either expressed or implied. Endowus does not warrant, either expressly or impliedly, the accuracy or completeness of the information, text, graphics, links or other items contained on this Website and does not warrant that the functions contained in this Website will be uninterrupted or error-free, that defects will be corrected, or that the Website will be free of viruses or other harmful components. Endowus expressly disclaims all liability for errors and omissions in the materials on this Website and for the use or interpretation by others of information contained on the Website.

For the avoidance of doubt, all information and Endowus’ dealings with you are subject to Endowus’ Platform Agreement, Privacy Policy and Terms and Conditions, which will be available here.

The material contained in this Website has not been reviewed by the SFC or any regulatory authority in Hong Kong.