Endowus Private Wealth
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.
We share your values, and these values have been built into our business from the start. We are now bringing these same values to private wealth, through an approach that traditional financial institutions simply aren't built to replicate.
Taking deep roots to new heights.
Endowus has built its business around fairness, transparency, and better access.
We bring these values to the wealth management industry by applying technology and innovation to an underlying bedrock of performance-driven, evidence-based investing.
Humans serving humans.
Led by Chief Investment Officer Sam Rhee, the Endowus team works with you to create a bespoke investment plan that serves your life goals.
Assets are held in a segregated trust account in your own name at UOB Kay Hian, Singapore's largest broker. Endowus and UOB Kay Hian are both licensed entities by the Monetary Authority of Singapore.
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 Access 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% trailer fee rebates. Unlike other platforms, we do not collect kickbacks from fund managers.
We are only paid by you, the client we serve.
Access 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.