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.

Chief Investment Advisory 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 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.

(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.

Endowus was listed in the NextGen Tech 30 list in 2024 which celebrates Southeast Asia’s most promising high-growth technology companies. 11 Singaporean fintech startups were featured . Endowus is the first digital advisor in the region to cover personal savings, private wealth and public pension.

Endowus launches its new Core Enhanced Portfolios, offering global and sectoral diversification. Chief Investment Advisory Officer Hugh Chung talks about how the new portfolios combine liquid alternatives with public market funds, providing clients with increased chances of success and diversified investment solutions.

Endowus Private Wealth launches the new Core Enhanced Portfolios, containing high liquid alternative investments. The portfolio provides daily subscription and redemption liquidity, attempting to reduce investment risk. The portfolio covers a variety of assets and aims to exceed the traditional 60/40 investment portfolio.

People are starting their investment journey at a younger age and Endowus has seen an increase of investors aged 18 to 23 on its platform. So Sin Ting, Chief Client Officer shares her insights on the growing interest in finance from younger generations and provides recommendations on how they can gain further knowledge and invest for the long term.

Endowus’ Chief Client Officer So Sin Ting shares how women desire greater clarity and details before starting their investment journey and tend to look at more conservative options. Currently, there are no investment products tailored strictly for women. Sin Ting shares how tips on better model their investment portfolio based on their life goals.

Head of Research at Endowus, Min Axthelm provided insight on investment strategies and how viewing investments as a long-term process can help investors in staying committed to achieving future returns. She also speaks on staying diversified over different asset classes to reduce the impact of market volatility.

Lianhe Zaobao reports on an increasing number of Singaporeans using the Supplementary Retirement Scheme (SRS) for investment. Min Axthelm, Head of Research at Endowus shares how fund managers in the market have launched products directly linked to SRS, allowing investors to diversify their strategies.