Our values
We believe in a better wealth experience. Knowledge and transparency are essential for success, and you should never feel like you do not have control or do not understand how your money is managed. We will present you the data you need to make informed decisions, so that you can be best prepared for your future.
- Alignment
We are only paid by you and never accept commissions from product providers - this allows us to always recommend the products best suited for you
- Integrity and stewardship
We are a steward of your capital and trust and will never compromise on acting in your best interest
- Knowledge and transparency
Empowerment through knowledge can help all of us anticipate outcomes and therefore succeed in reaching our goals
Our team
Our investment office is led by Samuel Rhee, former CEO & CIO of Morgan Stanley Investment Management in Asia.
We bring together decades of experience at leading global financial institutions and technology companies, including Goldman Sachs, Morgan Stanley, UBS, Blackstone, Nomura, HSBC, Macquarie, Wilmar, SP Services, Grab, Intuit, Zalora, Carousell, Alibaba, Kakao, ByteDance, Dropbox, Lyft, and more.
Our diverse expertise and experience in asset management, private banking, investment banking, and consumer technology have prepared us to better serve you.
View our team of 110+Â passionate builders on LinkedIn.
Sam heads the Endowus Group Investment Office and is responsible for the company’s asset allocation and investment selection across all offerings. He is a firm believer that individuals should have access to the same knowledge and resources that are made available to institutional investors. Under his leadership, Endowus solves the biggest generational challenge of retirement adequacy by providing every investor with good advice, access to great products, at low, fair and transparent costs.
Greg is passionate about making investing accessible and at the lowest achievable cost for all investors. As CEO, he is responsible for driving the company’s growth and strategic execution. He started his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.
Sin Ting leverages her extensive experience to deliver the best of investing for all clients to achieve financial freedom. Prior to Endowus, Sin Ting had spent more than 15 years in the wealth management industry at leading banks in Hong Kong and Singapore, including Morgan Stanley and Nomura. She hopes to empower more people with the right knowledge and enable investors to make informed decisions about their own financial future.
As CTO, Joo oversees the development and scaling of Endowus’ technology capabilities to provide the best-in-class digital experience for all clients. With over 14 years of experience in the finance sector, Joo has developed front office trading systems for investment banks such as Macquarie, UBS and Goldman Sachs, as well as fintech firms.
Steffanie is responsible for establishing and leading Endowus’ presence in Hong Kong, Endowus’ first regional expansion. This includes positioning Endowus as an essential partner for wealth planning and to boost retirement adequacy in Hong Kong. She has experience across fintech, wealth management and investment banking industries across Asia, before joining Endowus her last role Managing Director at Value Partners.
As Chief Product Officer, Vinod is in charge of product management, data and design functions and is responsible for driving product strategy, roadmap and execution at Endowus. Prior to Endowus, Vinod has spent more than a decade at firms such as Stash and Fidelity, where he focused on developing product offerings and the firm’s strategies.
Hugh leads the efforts of the centralised Investment Office across the entire Endowus Group, comprising the Endowus digital platform, Endowus Private Wealth, and Carret Private. He provides group strategic direction on the expert curation and management of all investment solutions across public and private markets, for individual and institutional investors in Singapore and Hong Kong.
Serene is responsible for managing the legal, regulatory and compliance risks for Endowus across all business functions. A Singapore-qualified lawyer, Serene combines over 10 years of experience in the public sector and private sector. Previously as legal counsel at the Monetary Authority of Singapore (MAS), she led legal teams advising internal supervisory and policy teams on financial regulations.
Dominic oversees the strategic planning and implementation of all financial activities of the business. Prior to Endowus, Dominic was the Head of Strategy and Business Development in Asia-Pacific at Rayliant Global Advisors. With over 15 years of financial services experience, he has also held various senior positions with Standard Chartered Bank in Hong Kong and Singapore; and McKinsey & Company in Sydney.
Jason drives the overall growth strategy of Endowus as he oversees the branding, performance marketing, public relations and content verticals of the business. Jason has over 15 years of experience across various sectors, but mainly in finance and technology. Prior to Endowus, Jason was the CMO of Lazada, a regional e-commerce giant and subsidiary of Alibaba.Â
Shux leads the People function and is responsible for shaping and executing the people strategy at Endowus. Her extensive HR career spans various industries including FMCG, investment banking, and fintechs based in Singapore, USA, and Japan. Prior to Endowus, she held regional HR leadership roles at Airbnb and Doctor Anywhere, where she supported rapid growth and regional expansion.
With over 18 years of experience in delivering greenfield software products in complex domains, Deepak is responsible for leading and growing Endowus’ high-performing agile software engineering team. Prior to Endowus, Deepak was the Head of Developer Solutions Architecture for ASEAN at Amazon Web Services (AWS). He had also spent more than a decade in the financial services industry, including at JPMorgan Chase & Co.
Sean oversees Endowus’ advisory and investment solutions, and leads the investment office in optimising portfolio strategies and fund selection to drive growth. Sean has over 14 years of experience in the wealth management industry, having taken on various senior roles at firms such as Morgan Stanley Private Wealth Management Asia.
- University of Cambridge, Professor Emeritus, Dept of Mathematics and Statistics, Founder of Centre for Financial Research
- Cambridge Systems Associates Ltd., MD
- Authored over 110 published research articles in leading international journals on financial engineering and risk management and written several books that have won several awards, acting as Editor-in-Chief of Quantitative Finance and Associate Editor of Stochastics, Computational Finance and Journal of Risk Management in Financial Institutions
- China Asset Management, Independent Director
- Oxleyan Capital, Founding Partner
- The Chinese Finance Association, SE Asia Society President, former USA Chairman
- Columbia Management, former Senior Portfolio Manager
- Putnam Investments, former VP
- University of Notre Dame, MA
- Shanghai International Studies University, BA
Careers
We are on a mission to make the best financial advice and products accessible to all of us.