Endowus Head of HK on wealth management opportunities

Endowus Head of Hong Kong, Steffanie Yuen, was live on Bloomberg Markets Asia to discuss Endowus’ regional expansion, opportunities in wealth management, as well as its plans to target Hong Kong investors. Steff discussed how the growing mass affluent segment is often neglected by private banks, and wealthtech has the potential to automate and serve them at scale. Despite key behavioural differences between HK and SG investors found in the Endowus Wealth Insights Report 2023, both regions should prioritise diversification. Eligible investors looking to venture beyond the traditional 60/40 portfolio can explore Endowus Alternatives with lower minimums.