Leap into prosperity this CNY 💰     Get an $88 head start to growing your wealth.

Leap into prosperity this CNY 💰Get an $88 head-start to growing your wealth.

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Endowus Private Wealth - Frequently Asked Questions(FAQ)

Welcome to the future of

Private Wealth

We offer unparalleled access to private wealth solutions with best-in-class investment strategies and conflict-free advice tailored to all asset classes and investment styles. 



Across a broad collection of private equity, private credit, private real estate and multi-strategy hedge fund solutions — at fully transparent and lower fees.
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Accept this invitation
Alternatively, email us at privatewealth@endowus.com or schedule an appointment here.
“... the ambition to define the future of wealth management”
“...UBS-backed Fintech aims to become leading automated advisor”
“... the ambition to define the future of wealth management”
“...UBS-backed Fintech aims to become leading automated advisor”
“... the ambition to define the future of wealth management”
“...UBS-backed Fintech aims to become leading automated advisor”

Create a personalised
wealth plan

Distill your life goals into an actionable, evidence-based plan — unique to you.
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Access private markets and hedge funds

Curated access to world-class private equity, private credit and hedge funds.
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Connect to the future of wealth

Speak to our expert advisors at your convenience.
get in touch

Let your dreams become reality

Our dedicated client advisor will be your partner in nurturing a personalised & evidence-based Endowus Wealth Implementation Plan (WIP) based on your unique financial situation and life goals.

Whatever your dreams may be, we will help you get there.
build your wealth plan
personalised
asset allocation
money market
5%
fixed income
20%
equities
25%
private real estate
10%
private credit
23%
hedge funds
17%
personalised
asset allocation

Let your dreams become reality

money market
5%
fixed income
20%
equities
25%
private real estate
10%
private credit
23%
hedge funds
17%
Our dedicated client advisor will be your partner in nurturing a personalised & evidence-based Endowus Wealth Implementation Plan (WIP) based on your unique financial situation and life goals.

Whatever your dreams may be,
we will help you get there.
build your wealth plan
private markets
Ares
Carlyle
EQT
HabourVest
KKR
Oaktree
Partners Group
hedge funds
AQR
Millennium
Point72
QuantEdge
UBS
Verition
public markets
Allianz  •  Amundi  •  Blackrock  •  Dimensional Fund Advisors  •  Fidelity  •  Franklin Templeton  •  Goldman Sachs Asset Management  •  Janus Henderson  •  PIMCO  •  Schroders  •  T Rowe Price
and more...

Privileged access, for the discerning

Gain privileged access to more than 70 managers and over 200 funds, via our partnerships with world-class global fund managers across all asset classes and investment styles.

Tapping on these time-tested strategies, our team expertly curates and handpicks top-tier investment solutions to fit your needs.
view all funds

Endowus Exclusive Portfolios

Accredited Investors Only

Multi-Strategy Hedge Funds

Multi-strategy hedge fund solutions that provide low volatility absolute returns, with no correlation to stock or bond markets.

Get access to strategies managed by global managers such as Millennium, Point72, Verition and more.

Core Enhanced

Diversified portfolio across public and private markets focused on risk management with an aim to outperform traditional multi-asset portfolios.

Leveraging on long/short liquid alternative strategies managed by global managers such as AQR and Campbell.
For more information, submit an enquiry here or email us at privatewealth@endowus.com.

With world-class asset managers — at your fingertips

Effortlessly access our curated selection of top-tier cash management, public markets, private markets and hedge funds directly on the Endowus app.

Privileged access, for the discerning

pRivate markets
Ares
Carlyle
EQT
HabourVest
KKR
Oaktree
Partners Group
hedge funds
AQR
Millennium
Point72
QuantEdge
UBS
Verition
public markets
Allianz  •  Amundi  •  Blackrock  •  Dimensional Fund Advisors  •  Fidelity  •  Franklin Templeton  •  Goldman Sachs Asset Management  •  Janus Henderson  •  PIMCO  •  Schroders  •  T Rowe Price
and more...
Gain privileged access to more than 70 managers and over 200 funds, via our partnerships with world-class global fund managers across all asset classes and investment styles.

Tapping on these time-tested strategies, our team expertly curates and handpicks top-tier investment
solutions to fit your needs.
view managers

Endowus
Exclusive Portfolios

Accredited Investors Only

Multi-Strategy Hedge Funds

Multi-strategy hedge fund solutions that provide low volatility absolute returns, with no correlation to stock or bond markets.

Get access to strategies managed by global managers such as Millennium, Point72, Verition and more.

Core Enhanced

Diversified portfolio across public and private markets focused on risk management with an aim to outperform traditional multi-asset portfolios.

Leveraging on long/short liquid alternative strategies managed by global managers such as AQR and Campbell.
For more information, submit an enquiry here or email us at privatewealth@endowus.com.

With world-class asset managers — at your fingertips

Effortlessly access our curated selection of top-tier cash management, public markets, private markets and hedge funds directly on the Endowus app.

Fees that align with your success

Eradicating sales charges, transaction fees and providing 100% Cashback on trailer fees to our clients keeps us focused on recommending only the best options suited to your needs.

This way, the only incentive we have is your success.
view all-in fees
no sales charges
No transaction fees
100% cashback
on trailer fees
Low all-inclusive Endowus Fee

Fees that align with your success

no sales charges
no transaction fees
100% cashback
on trailer fees
Low all-inclusive Endowus Fee
Eradicating sales charges, transaction fees and providing 100% Cashback on trailer fees to our clients keeps us focused on recommending only the best options suited to your needs.

This way, the only incentive we have is your success.
get in touch
Gregory Van
Chief Executive Officer,
ex-UBS
Samuel Rhee
Chairman & CEO,
Former CEO & CIO of Morgan Stanley Investment Management Asia
Hugh Chung
‍Chief Investment Advisory Officer,
ex-JP Morgan, Goldman Sachs
Min Axthlem
‍‍Director of Investment Research,
ex-Dimensional Fund Advisors
Sin Ting So
‍‍Chief Client Officer,
ex-Morgan Stanley, Nomura

Our expertise drives your success

Combining decades of investment expertise in public & private market investing, personal wealth & family office management, our team of experts are curious, critical and most importantly, dedicated to your success — giving you time to free yourself up for the bigger things in life.
connect with us

Our expertise drives your success

Gregory Van
Chief Executive Officer,
ex-UBS
Samuel Rhee
Chairman & CEO,
Former CEO & CIO of Morgan Stanley Investment Management Asia
Hugh Chung
‍Chief Investment Advisory Officer,
ex-JP Morgan, Goldman Sachs
Min Axthlem
‍‍Director of Investment Research,
ex-Dimensional Fund Advisors
Sin Ting So
‍‍Chief Client Officer,
ex-Morgan Stanley, Nomura
Combining decades of investment expertise in public & private market investing, personal wealth & family office management, our team of experts are curious, critical and most importantly, dedicated to your success — giving you time to free yourself up for the bigger things in life.
connect with us
world class security standards

Your wealth
in safe hands

We implement a strict third party assurance framework rivalling that of global financial institutions to keep you and your money safe. 



Endowus is licensed by the Monetary Authority of Singapore, and your assets are safely held in your own name at UOB Kay Hian, Singapore’s largest broker.
GIF EPW
world-class
security standards

Your wealth
in safe hands

We implement a strict third party assurance framework rivalling that of global financial institutions to keep you and your money safe. 


Endowus is licensed by the Monetary Authority of Singapore, and your assets are safely held in your own name at UOB Kay Hian, Singapore’s largest broker.
GIF EPW

Join the future of Private Wealth

Enjoy privileged access to:
  • Bespoke, personalised wealth management solutions and top-tier investment strategies
  • Low and fair fees, with total client alignment
  • Exclusive closed-door networking sessions, market analyses outlook, as well as bespoke art and lifestyle events
Thank you. Our Private Wealth team will reach out to you shortly.
Oops! Something went wrong while submitting the form.
Alternatively, email us at privatewealth@endowus.com
or schedule an appointment here.
Comprehensive goal-based planning,
in-person consultation & reviews

Life has many priorities and is ever-changing.

Your needs are unique and at the center of everything we do. Whether you are accumulating, preserving or transferring wealth, we want to bring you solutions across cash, CPF and SRS to help you achieve your goals. 


You are not alone in this journey.

You have a dedicated client advisor to guide you, backed by a team of experts with decades of experience in private banking, asset management, quant investing, investment banking, family offices, hedge funds, private equity, and more.

Bespoke portfolio construction,
smart monitoring & rebalancing

We work with you to create customised portfolios working towards each of your goals and life priorities.

Our systems monitor your portfolios constantly to ensure they are on track to  reach your goals.

‍

As your life circumstances change, we can with your further inputs systematically adjust your portfolios to optimise your investments.

Low cost, and no upfront fees

Endowus transparently charges an Endowus Fee based on assets under advice (AUA), which includes ongoing advice, portfolio creation, unlimited transactions, and custodian fees.

‍

Endowus has no sales fees, and 100% Cashback on trailer fees. Unlike other platforms, we do not collect kickbacks from fund managers.

‍

We are only paid by you, the client we serve.

‍

Endowus Fee per annum based on assets under advice (AUA):

‍

Alternatives (Private Markets & Hedge Funds)

0.60% < USD$0.5M

0.55% ≥ USD$0.5M to < USD$1M

0.50% ≥ USD$1M to < USD$5M

0.40% ≥ USD$5M

‍

Cash

0.60%   S$200,000 and below
0.50%   S$200,001 to S$1,000,000
0.35%   S$1,000,001 to S$5,000,000
0.25%   S$5,000,001 and above

‍

CPF &  SRS

0.40%  Any amount

‍

Cash management

0.15%  Any amount

Investments & assets outside of Endowus

Our investment experts will analyse your holdings holistically, and provide a systematic process on how to achieve your goals and take you through the recommended strategies for your customised wealth solution.

Institutional & Accredited Investor-only investment opportunities

Access institutional share-class funds

Directly access institutional share-class of funds previously only available to large institutional investors. This means lower fees and higher expected returns for you.


Multi-currency investment solutions

Build investment portfolios denominated and/or hedged in major currencies (SGD, USD, AUD, EUR, GBP, and more). 


Tax-efficient for Singapore-based investors

Access investment solutions that are estate and dividend withholding tax-efficient for Singapore-based investors (and other non-US Persons).

‍

As accredited investors, EPW clients are able to exclusively access more investment products.

contact us