Endowus Head of Hong Kong Steffanie Yuen discussed investment-linked insurance and pure insurance products in this HKET article. She cites the pros and cons of both types of insurance and the importance of separating insurance from investments, depending on one’s personal finance and life goals. Ultimately, investors should understand all their options before making any financial decisions.

Endowus, a digital wealth advisor, has launched a B2B solution called the Endowus Employee Platform Solution allowing fund management companies to provide their employees with a full range of funds inclusive of employee share classes. Dominic Ong, CFO and head of strategic partnerships at Endowus mentioned how Endowus’ trailer-fee-free model will allow fund management companies to cover the Endowus platform fee as a staff engagement measure. Samuel Rhee, co-founder and CIO of Endowus talked about how corporates and B2B solutions will be an important growth pillar for the firm.

Endowus has partnered with globally renowned investment firm Harbourvest Partners, allowing clients access to an evergreen private equity strategy in Singapore and Hong Kong. This partnership grants investors an alternative solution to traditional closed-end funds with lower-entry minimums. Gregory Van, CEO of Endowus, talked about how immediate and diversified private equity exposure provides investors more flexibility than closed-end funds.

Endowus, a Singapore and Hong Kong-based wealth management platform, has collaborated with private equity firm Harbourvest Partners to provide investors with evergreen private equity funds. With 40 years of experience in the industry, partnering with Harbourvest allows Endowus’ clients access to private equity strategies and the Boston-based firm’s annual deployment in secondary markets.

Endowus has officially launched Endowus Private Wealth (EPW) in Hong Kong, providing personalised advisory services to their clients. EPW allows clients to access over 400 category-leading fund strategies over multiple asset classes, tailoring the private market investment process for Endowus clients.

Wealth management platform Endowus unveils Endowus Private Wealth (EPW) in Hong Kong, meeting the personalised investment needs of professional investors, family offices and market institutions. Endowus Fund Smart has expanded from just public market funds to offer semi and fully liquid alternative investment assets for EPW customers. Within two months of launching, 3 of 5 investment orders are made on the fund platform and within the app.

Endowus officially announced Endowus Private Wealth (EPW) in Hong Kong, providing investors tailor-made wealth advisory services. EPW customers are offered the best of human advisory and digital-first convenience, with a one-click subscription on the Endowus Fund Smart platform that allows them to invest in semi and fully liquid alternative solutions within a single interface.

Endowus’ Samuel Rhee sat down with Ignites Asia for a personal chat reflecting on his life and what the future could hold. He expounded on his personal goals of proliferating the conflict-free, fee-only wealth management movement in the Asia Pacific region with Endowus. In the future, his role might shift to focus more on mentoring and raising leaders. He also shared some trends in the wealth management industry, including the need for more options and availability of investments in the pension systems across Asia.

Steffanie Yuen, Head of Hong Kong at Endowus, shared tips for women in Hong Kong who are interested to start investing. First, build an emergency fund using deposits or money market funds with higher liquidity. Thereafter, carefully consider your risk tolerance and personal investment goals, and identify low-cost, efficient digital investment tools before establishing a suitable investment portfolio.

Steffanie Yuen, Endowus’ Head of Hong Kong, shared her experience with managing money in the past and highlighted the importance for women to start investing their wealth as soon as possible. With longer life expectancies, women in Hong Kong need to be well-prepared for their retirement years. Women are encouraged to identify their risk tolerance early and diversify their investments while staying invested to grow their wealth in the long term.

Samuel Rhee, Chairman and CIO of Endowus, was on Bloomberg Daybreak Asia to comment on investor sentiments in global markets. There is strong interest in global and US technology markets, and increasingly positive sentiments in Japanese markets. However, confidence remains low in China markets, and ongoing geopolitical tensions pose various macroeconomic challenges for the European market.

Steffanie Yuen, Endowus’ Head of Hong Kong shared her plans for Endowus to participate in Hong Kong’s Cross-boundary Wealth Management Connect Scheme 2.0, only available to institutions licensed by the Hong Kong Securities Regulatory Commission. The firm runs on a zero-commission, fee-based model which offers 100% trailer fee rebates as direct cashback to clients. Endowus’ AUM is expected to reach approximately US$10 billion in the next 1 to 2 years.