Endowus launches “WealthHERWay”, a regional initiative supporting women to invest with confidence

Mar 2026

The programme combines research, education, community partnerships and curated events across Hong Kong and Singapore, aimed at addressing the growing wealth and investment gap as women take on greater financial responsibility across the region.

‍Hong Kong and Singapore, 5 March 2026 – Endowus, Asia’s leading independent wealth advisor and investment platform, is proud to announce the launch of WealthHERWay, a regional programme that combines investment-related research, education, community-led partnerships and curated events across Hong Kong and Singapore, to support women in taking full ownership of their financial futures.

In conjunction with International Women’s Day (8 March), WealthHERWay embraces this year’s theme of “Give to Gain”. Research by McKinsey highlights that women are set to control an increasing share of global wealth in the coming decade, yet many remain underserved by traditional wealth models and face structural gaps in capital accumulation and investment participation. WealthHERWay aims to provide greater clarity, access and community support so women can translate growing financial responsibility into sustained long-term investing outcomes.

So Sin Ting, Chief Client Officer at Endowus, said “In Hong Kong, women make up close to 45% of Endowus clients, reflecting strong participation in long-term investing. There is robust adoption of our discretionary portfolio management services, with more than 75% of clients, across both men and women, relying on advised portfolios. Women also demonstrate strong commitment once invested, and are 30% less likely to redeem investments. This underscores that once invested, women achieve similar long-term results.”

She added, “However, differences in capital deployment remain. On a median basis, women hold about 14% less in assets under advice than men and contribute roughly 21% less on a monthly basis. While engagement and portfolio adoption are strong, the scale of capital deployed is still smaller.

WealthHERWay aims to support women in building clarity and conviction so they are more confident in investing more over time.

To kick off the programme, Endowus is hosting a panel discussion with a lineup of distinguished female leaders from the finance and health industries. Titled ‘WealthHERWay – Define Your Future with Clarity’, the event will offer insights on navigating the intersections of finance, family, and health to build a life of confidence, expand choices and foster community.

Supporting women through life transitions

While participation in investing is strong, our data shows that differences in capital deployment often widen during key life transitions. This could range from career breaks, entrepreneurship, caregiving responsibilities and longer life expectancy, which can significantly interrupt income patterns and reshape financial priorities. These moments have a direct impact on how much capital is accumulated, invested and compounded over time.

WealthHERWay will help to address these points directly. Rather than treating investing as a one-time decision, the programme focuses on equipping women with structured advice, practical investment education and access to relevant communities, so women can continue building their wealth as life circumstances evolve.

In addition, Endowus Hong Kong will expand content on its Endowus Insights page to provide more women-focused investment perspectives, offering practical tips, insights and shared experiences.

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Extending the programme’s reach with strategic partners

Beginning this month, Endowus will host a series of targeted educational seminars and community engagements across Hong Kong and Singapore, bringing together leaders from the investment industry alongside partners across finance, technology, healthcare and consumer sectors, including Capital Group and Love, Bonito. These engagements are designed to create practical conversations around portfolio construction, liquidity planning and long-term wealth strategies, grounded in real-life transitions.

Endowus and Capital Group will also collaborate on thought leadership and educational content drawing on Capital Group’s research, exploring how women in these markets are redefining investing. This includes perspectives on wealth transfer, investment trends among female investors and their attitudes towards financial advice. The findings may inform future programme initiatives and community dialogues.

Steffanie Yuen, Managing Director and Head of Hong Kong at Endowus, said: “Women are increasingly taking charge of their financial destinies, yet barriers to transparent advice remain. As wealth shifts across generations and roles evolve, advice must adapt. WealthHERWay aims to tackle this by providing the clarity and tools to invest wisely and live fully, giving women the freedom to choose, the confidence to pursue opportunities, and the power to live life on their own terms.”

Sheryl Choong, Head of Client Advisory at Endowus, added:

“For women, taking control of their finances is not just about securing the future, but also creating the life they aspire to today – whether that means starting a business or supporting their families. Financial journeys are not linear, and advice must adapt to life transitions. We believe that being able to invest confidently, with the right advice and tools, is both financially and personally empowering.”

Throughout 2026, WealthHERWay will expand through strategic collaborations spanning financial education, professional networks, and lifestyle communities, continuing to embody the principle that giving women access, clarity, and support ultimately enables them to gain confidence, independence, and opportunity.

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¹ McKinsey Insights: The new face of wealth: The rise of the female investor (May 2025)

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ANNEX A

Current list of planned activities

5 March 2026: WealthHERWay Launch Event
20 March: Joint event with Love Bonito - Financially Fearless: Gaining Confidence Through Style & Finance)
23 March: Women’s Health
Jun: Business Community engagement

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Download the full appendix here.

About Endowus

Endowus is Asia’s leading independent wealth advisor and investment platform. With entities licensed by the Securities & Futures Commission of Hong Kong and Monetary Authority of Singapore, Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension (CPF & SRS in Singapore), helping investors – individuals, family offices, endowments, and institutions – grow their wealth holistically, with conflict-free advice and access to institutional financial solutions at low and fair fees, through a personalised digital wealth experience.

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Founded in 2017, Endowus has raised a total of over US$130 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, Illuminate Financial, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments. Endowus also has some of the largest billionaire family offices in Asia, as well as the founders and employees of Endowus.

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Endowus continues to push the boundaries on innovation and democratising access, as it partners with 100+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus’ fee-only business model. Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as Apollo, Blue Owl, Carlyle, CVC Partners, EQT, Harbourvest, KKR, Macquarie Asset Management, Partners Group, Oaktree, and many others.

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‍Endowus’ leadership and growth have achieved global plaudits, including being recognised as one of three Singaporean WealthTech companies recognised on CNBC’s World’s Top FinTech Companies 2025. The firm was also ranked 45th on The Financial Times’ High-Growth Companies Asia Pacific 2025 list and 9th on Singapore’s Fastest-Growing Companies 2025 list. It was also the leading WealthTech provider on the Fortune Fintech Innovators Asia 2024 list, among 60 transformative firms in the region. Endowus was also named as part of the World Economic Forum’s (WEF) Technology Pioneers 2023 and continues to serve as a Global Innovator within the community. The leadership sits on both the Longevity and Retail Investor steering committees.

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‍The Endowus platform also secured several industry awards, including Asia’s and Singapore’s Best Digital Wealth Management and Hong Kong’s Best FinTech Innovation in Asset Management and Wealth Management (Asia Asset Management’s Best of the Best Awards 2026 and 2025). Other regional accolades include Singapore’s Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2025), the Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024) and the Best Outcomes in Financial Services Newsweek AI Impact Awards APAC 2025.

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The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi-family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$11 billion, it is one of the largest independent wealth managers in Asia. From a combination of providing 100% trailer fee rebates as direct cashback to clients, and fund fee savings from access to institutional share classes and exclusive funds, Endowus is estimated to help its clients save more than US$50 million in fees per year.

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For more information, visit www.endowus.com/en-hk. Endowus HK Ltd is for Hong Kong residents only. For Singapore residents, please contact Endowus Singapore Pte Ltd or visit www.endowus.com.