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A Wealth
Implementation Plan
as unique as you are
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A Wealth
Implementation
Plan as unique
as you are
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The Endowus Wealth Implementation Plan
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WIP in action
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your dedicated advisor
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systematic, guided process
strategies, and products
evolves with you
Fees that are low, fair, and aligned
No transaction fees. No sales charges. No hidden fees, ever.
We are not incentivised on a commission model — so you'll only be recommended what's right for you, always.
We also provide you with access to institutional share class funds from the world’s financial powerhouses, and 100% Cashback on trailer fees.
Unlock the best of
Private Markets & Alternatives
Join the future of Private Wealth
- 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
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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 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.
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.
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
0.05% Any amount
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.
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.
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