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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The Endowus
Wealth Implementation Plan

There is no one size fits all investment solution.

This Wealth Implementation Plan (WIP) builder will help to define your goals based on your individual circumstances and financial obligations, enabling us to craft a bespoke plan for you.

Define
Wealth Goals

Help us gain clarity on your wealth needs and goals through the Endowus Wealth Implementation Plan

Curate
Strategies

Our wealth advisors will walk you through the recommended strategies of your bespoke wealth solution

Implement
Wealth Plan

Enact your wealth plan by investing into best-in-class portfolios and funds on our platform

Review
Portfolio

As your life goals evolve and markets move, we'll anchor you to your wealth plan and recalibrate it when necessary
Estimated time required to complete questionnaire ~ 10mins

Please provide your email address used for your Endowus account below:

If you do not have an Endowus account, please create one here.

Share the top 3 things you hope to achieve with your investment portfolio.

This helps us to ensure we keep our advice focused on your priorities.

When do you see yourself retiring and how much would you need per month to maintain your ideal retirement lifestyle?

You should think about your monthly expenses in today's money (excluding expenses such as children's education, etc. that you will most likely not incur during retirement)
I would like to retire in
with
SGD$
in monthly expenses

What investment goals do you wish to achieve and when do you hope to achieve them?

These include goals such as legacy planning, a home downpayment, or your children’s education. Express the amount in today's money.
Investment Goal
Year
Amount
SGD$

Are you expecting any major future cash inflows that you are looking to invest?

This could include events such as Deposit / T-bills maturing, proceeds from the sale of property / business, inheritance or maturity of policies.
Cashflow event
When
Amount
SGD$

Are you currently holding on to any uninvested cash that you are looking to deploy within the next 3-6 months?

These can be cash balances in the bank or with other financial institutions.
I currently have
SGD$
in cash ready to be deployed for investments.

To provide a more holistic view of your overall portfolio, please tell us more about your investment portfolio outside of Endowus.

These could be investments in stocks, bonds, funds, fixed deposits or other investment instruments that you are using to grow your wealth.
I have
in
with

Would accessing exclusive private market and hedge fund offerings be of interest to you? These can potentially add value to portfolios via risk management or higher returns

We offer a range of hedge funds, including the Endowus Absolute Multi-Strategy Fund, Millennium International, Quantedge and more.

Additionally, our selection of private market options features private equity and private credit funds from leading firms like Carlyle, EQT, KKR, Oaktree, and Partners Group, among others.

Please select the name of your client advisor.

We look forward to connecting with you!
Thank you. Our Private Wealth team will reach out to you shortly.
Oops! Something went wrong while submitting the form.
PRIVATE WEALTH THAT’S ON YOUR SIDE

Fees that are low, fair, and aligned

We’ve kept our fees transparent and aligned — and we think this makes a really big difference to growing your wealth.

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.
FOR ACCREDITED INVESTORS

Unlock the best of
Private Markets & Alternatives

Complement your public market portfolios with institutional alternatives investment strategies — private equity, private credit, private real estate, quant, hedge funds, absolute return, market neutral — carefully curated by our investment team.
Not yet an accredited investor? AI clients can access a wider suite of financial products and services, as compared with retail investors. Learn more about the benefits of being an AI client here.

Wealth management
you deserve

Join in on the right way to invest with Endowus Private Wealth. 

Get bespoke, personalised wealth management solutions and top-tier investment strategies at low, fair fees. Plus, get access to exclusive, closed-door networking sessions, market analyses outlook, as well as special 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 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 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.

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 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):

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

Advice on 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