The Wealth & Wellbeing report by Endowus and Intellect features respondents from Hong Kong and Singapore and deep dives into the relationship between financial and mental wellness. 80% of working professionals believe being financially prepared would help their work productivity and ensure that they are less distracted.
Endowus Chief Client Officer So Sin Ting talks about the necessity of having an emergency fund. She defines an emergency fund as being able to cover 3 to 6 months of expenses, and to be used for any unplanned expenses or accidents. Sin Ting also mentions considering the liquidity of one’s emergency fund to prepare for contingencies.
(From 2:56) On a Business Times Money Hacks Podcast, Hugh Chung, Chief Investment Advisory Officer at Endowus talks about a number of high-quality neutral funds that are readily available for SRS investment. He also speaks on the creation of a long-term portfolio that balances one’s risk appetite with cash investment using the right building blocks.
The recent partnership between Endowus and Intellect has produced the Wealth and Wellbeing report, which proves a virtuous relationship between financial preparedness and personal wellbeing. The report suggests that promoting financial literacy should be a crucial element of modern workplace support.
Endowus has collaborated with Intellect, a mental wellness company to produce the Wealth and Wellbeing report. The report substantiates various factors that tie financial preparedness and personal wellbeing. Samuel Rhee, Endowus Chairman and CIO said, “In partnership with Intellect, Endowus is committed to working with forward-thinking organisations to design effective, personalised employee welfare programmes that make a meaningful impact on their teams’ overall well-being and financial futures.”
Endowus co-founder and CIO Samuel Rhee argued for the long-standing benefits of diversification in his latest commentary for The Business Times. Diversification serves as a form of protection against global uncertainty, especially over a long period of time. Investors should go back to proven and evidence-based investing principles, considering how they have endured multiple crises and continued to pay dividends.
Endowus, a digital wealth advisor, has launched a B2B solution called the Endowus Employee Platform Solution allowing fund management companies to provide their employees with a full range of funds inclusive of employee share classes. Dominic Ong, CFO and head of strategic partnerships at Endowus mentioned how Endowus’ trailer-fee-free model will allow fund management companies to cover the Endowus platform fee as a staff engagement measure. Samuel Rhee, co-founder and CIO of Endowus talked about how corporates and B2B solutions will be an important growth pillar for the firm.
Endowus has partnered with globally renowned investment firm Harbourvest Partners, allowing clients access to an evergreen private equity strategy in Singapore and Hong Kong. This partnership grants investors an alternative solution to traditional closed-end funds with lower-entry minimums. Gregory Van, CEO of Endowus, talked about how immediate and diversified private equity exposure provides investors more flexibility than closed-end funds.
Endowus, a Singapore and Hong Kong-based wealth management platform, has collaborated with private equity firm Harbourvest Partners to provide investors with evergreen private equity funds. With 40 years of experience in the industry, partnering with Harbourvest allows Endowus’ clients access to private equity strategies and the Boston-based firm’s annual deployment in secondary markets.
Endowus’ Samuel Rhee sat down with Ignites Asia for a personal chat reflecting on his life and what the future could hold. He expounded on his personal goals of proliferating the conflict-free, fee-only wealth management movement in the Asia Pacific region with Endowus. In the future, his role might shift to focus more on mentoring and raising leaders. He also shared some trends in the wealth management industry, including the need for more options and availability of investments in the pension systems across Asia.
Chief Client Officer at Endowus So Sin Ting was interviewed on her investing experience, priorities and personal values. Her investing process is simple and designed to be uncomplicated, allowing her to spend more time with her family. She invests her CPF Ordinary Account and Supplementary Retirement Scheme account alongside cash management, fixed income and long-term buckets so as to diversify her portfolio for the future.
(From 7:14) On a CNA Money Mind broadcast, Endowus co-founder and CIO talks about stock volatility and how one should remember to diversify. He speaks on buying a basket of stocks from good companies and investing in an index fund like NASDEX to ensure positive future performance.
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