You've worked hard for your success.
Embark on the next phase of wealth with a team that understands your goals and is dedicated to helping you achieve them.
Empower individuals & families to thrive by achieving their financial goals.
Endowus Private Wealth focuses on the wealth management needs of affluent individuals and their families. Through a holistic & personalised wealth experience, we help you define your priorities and systematically implement a wealth plan with purpose.
Wealth management, redefined.
Endowus was founded on the belief that alignment to our clients’ needs is paramount to investment success. This philosphy continues to shape the core of our investment and advisory expertise today.
Our relationship with you is built to span generations — across legacies old and new — atop curated wealth management solutions that marry best-in-class funds from top global fund managers with expert advice from our Investment Office.
The wealth experience of tomorrow, today.
PUBLIC & private markets
WORLD’s biggest banks
driven by humans
Private markets & alternatives, done right.
Chairman & CIO
Your wealth in safe hands.
Preserve and grow your wealth with our team of investment experts, with 150+ years of investment experience across public & private market investing, family office, and wealth management.
Together with your dedicated Private Wealth Advisor, you can create your own Endowus Wealth Implementation Plan (WIP), a bespoke wealth plan customised to your specific situation and needs. You can choose to immediately implement the WIP in whole, or identify sections that are strategic to your life stage.
Buy your favourite funds and create custom portfolios.
Personalised services. More access.
Get more with Endowus Private Wealth.
Endowus is the first fee-only wealth platform for CPF, SRS, and cash savings, helping everyone manage their wealth holistically, conveniently, and with expert advice at low cost.
Clients with a minimum of S$1 million in assets across our services can gain access to more personalised solutions and products with Endowus Private Wealth.
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 relationship manager 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.
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 systematically adjust your portfolios to optimise your investments.
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).
Endowus Private Wealth clients are able to exclusively access more investment products, many of which are only available to Accredited Investors.
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):
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
0.05% Any amount
We take into account all of your investments and assets, both with Endowus and outside, when advising you and customising your wealth solutions.
We consider your real estate, private company stock, existing securities, cashflows, and pension plans, to build a holistic game plan for your wealth.