The Endowus-Carret private acquisition: How has it fared so far?

Since Endowus’ acquisition of Carret Private in 2022, Carret continues to operate independently, while allowing clients access to the Endowus platform. Both firms continue to share resources such as investment strategies and opportunities, bringing centralised CIO office benefits, as well as greater access to private market solutions. Gregory Van, CEO of Endowus, highlighted that Endowus’ priority is to grow on both ends and collaborate, as there are tailwinds for both firms to reach a very broad audience.