Endowus raised US$17.5 million in a funding round that includes new investors such as basketball star Jeremy Lin and his impact fund, JLIN LLC, alongside OSK Ventures. This latest funding round brings Endowus's total funding to US$52.5 million. The capital will be used to enhance its technology and expand its services in key markets, including Hong Kong and Singapore. They aim to democratize access to high-quality investment products and provide transparent, low-cost wealth management solutions.
Samuel Rhee, Co-Founder and Chairman of Endowus, reflects on 2024's digital transformation in wealth management, driven by client demand for transparency and personalization. He highlights the shift towards client-centric models, increased interest in private markets, and the rise of sustainable investing. He anticipates continued innovation in digital wealth management, with technology enhancing client experiences and operational efficiencies. Endowus plans to expand its investment solutions and focus on client education.
Samuel Rhee, Co-Founder and Chairman at Endowus shared his insights on market predictions, investment strategies, and the macroeconomic events shaping the financial landscape of 2025 on BT Money Hacks. He notes that according to history, the US presidency does not affect the outcome of the markets, as equities have always gone up no matter who is the president. He advises investors to develop a financial plan with precise goals, and only take appropriate risk according to your risk appetite.
Endowus, a leading digital wealth platform in Asia, has expanded its private credit offerings by partnering with HPS Investment Partners. This collaboration introduces HPS' private credit strategies to Endowus' Alternatives platform, specifically targeting Endowus Private Wealth clients. HPS Investment Partners is renowned for its expertise in private credit, managing over US$101 billion in assets. The partnership aims to provide clients with diversified investment opportunities, focusing on generating attractive risk-adjusted returns.
Endowus, a leading digital wealth management platform, has announced a strategic partnership with HPS Investment Partners, a global investment firm specializing in private credit. This collaboration aims to provide Endowus clients with enhanced access to private credit investments, a key asset class known for its potential to offer attractive risk-adjusted returns and portfolio diversification.
Endowus, a leading digital wealth platform in Asia, has announced an expansion of its private credit offerings through a partnership with HPS Investment Partners. This collaboration aims to provide Endowus clients with access to a broader range of private credit investment opportunities. HPS Investment Partners is a global investment firm with significant experience and expertise in private credit markets. The partnership is expected to enhance Endowus’ investment solutions and provide clients with diversified income streams and the potential for higher returns.
Hugh Chung, chief investment officer at Endowus, says Scott Bessent's nomination as Treasury Secretary is being "received positively by the market." According to Chung, Bessent is "viewed as a pragmatist when it comes to policy" and he is expected to take "a gradual stance" on tariffs. He also says corporate earnings will continue to drive sentiment, particularly in the US. He speaks on Bloomberg Television.
Endowus Chief Executive Officer, Gregory Van talks about the complexity of the financial industry and simplifying it to serve lives. Van believes that early mistakes in his investment journey helped him understand the distinction between speculation and investing, shaping his approach to building a meaningful financial service while overcoming the challenges of bootstrapping the company.
Chief Investment Officer at Endowus, Hugh Chung, shares how the second Trump presidency term may lead to higher inflation, interest rates and a stronger US dollar. He emphasises the importance of staying diversified and disciplined in one’s portfolio rather than trying to time the markets.
Endowus Chief Investment Advisory Officer Hugh Chung shared insights on how how AI (artificial intelligence) and digital innovation helps redefine the wealth management experience at Endowus. 75% of incoming clients are handled by Endowus’ in-house AI model, but the final call is substantiated by human advisors.
(From 0.41s) Chief Client Officer of Endowus, So Sin Ting details how young working adults can help their ageing parents with retirement planning. She highlights the importance of having these conversations as well as staying empathetic and respectful while broaching the topic. She lists various investment options that may help supplement one’s parents’ retirement funds.
According to McKinsey, more of the increasing wealth in the Asia-Pacific region is expected to be managed digitally over the next three years. US$700 billion is expected to be transferred to wealthtechs as customers explore digital wealth management solutions. These findings were shared at the Endowus Wealthtech Conference in Singapore. Chairman and Chief Investment Officer of Endowus Samuel Rhee mentions the increasing expectations for bridging the digital and human worlds as well as how wealthtech firms should maximise convenience and accessibility.
For press inquiries, please contactpress@endowus.com