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從開戶流程,到根據您的理財目標和需求提供個性化的財富管理服務,我們專業的顧問團隊都能爲您提供協助。
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更多聯絡我們的方式
support.hk@endowus.com
+852 2319 4672
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馬上預約 30 分鐘的諮詢服務,獲得個性化的理財建議。
體驗 Endowus 智安投 (香港)
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- 如何將Endowus融入您的投資計劃
- 如何選擇適合您的投資組合
- 衡量您的風險承受程度
- Endowus 平台使用指南
- 問答環節
Connect with us to find out more about our Endowus Business Solutions:
FAQs
Our team brings 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. Read more here
Endowus is also backed by global leading venture capital firms such as Lightspeed Venture Partners, and SoftBank Asia Venture Partners. You can read more in our press page.
Visit our FAQ portal to get answers to commonly asked questions and resources that can help you navigate the platform, learn more about our investment solutions, and troubleshoot issues in your account.
We also have a team of MAS licensed financial advisors who are available Monday through Friday to answer questions, address concerns and guide you through your investment plans.
Every investing journey is unique. Before your call, you may wish to have a sense of the investment goals, ideas and concerns that you would like to cover in the discussion. Read more about goals-based investing here.
By tailoring the advisory experience to best suit your circumstance, we hope to help you invest better, to live easier today and better tomorrow.
Endowus Fee is charged on a quarterly basis based on your daily average total assets under advice (AUA) for the period of the fee, depending on your portfolio type (CPF, SRS, Cash, Cash Smart, Fund Smart - Single Fund). It is an all-in fee that includes portfolio advice & creation, unlimited transactions, all at your convenience on the Endowus platform.
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 Investments:
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 Investments:
0.40% flat fee for any amount
Cash Smart (high yield cash management solutions):
0.05% per year for any amount
Note that fund-level fees (fund total expense ratio) are charged by the fund manager out of the underlying fund Net Asset Value (NAV).
Please read more at our FAQ on fees here.
Fund Smart allows you to custom build your ideal investment portfolio with the same great institutional access to best-in-class funds. Fund Smart is available for investment with your Cash, CPF & SRS.
Useful resources:
Webinar introducing Endowus Fund Smart
Full list of funds available on the Fund Smart platform to Retail Investors. Additional funds are available to Accredited and Institutional Investors - for more information please reach out to support@endowus.com