Redefining Wealth Management: Endowus' Strategic Approach to Goal-Based Investing

Hugh Chung, Endowus’ Chief Investment Officer, shared insights on the firm’s strategic approach to goal-based investing. Unlike traditional private banks that prioritize product sales and commissions, Endowus focuses on aligning investment solutions with clients’ financial goals. By curating diversified, cost-effective portfolios and expanding private market offerings—including hedge funds, private credit, and private equity—the firm empowers investors with holistic, risk-adjusted strategies.