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True wealth lies ahead for those who dare to adventure

ASSETS & SAVINGS

US$7B+

in client
assets

US$50M+

in cost savings
per year*
*Estimated cost savings through accessing institutional clean fund share classes, 100% Cashback on Trailer Commissions, and no transaction or sales charges.
endowus shareholders
and prominent SG & HK family offices
AWARDS & RECOGNITION
ASSETS & SAVINGS

US$6B+

in client
assets

US$40M+

in cost savings
per year*
*Estimated cost savings through accessing institutional clean fund share classes, 100% Cashback on Trailer Commissions, and no transaction or sales charges.
endowus shareholders`
and prominent SG & HK family offices
AWARDS & RECOGNITION

Who we are

Licensed in Singapore and Hong Kong (MAS 101051, SFC BQR225), Endowus spans private wealth and public pension, and proudly serves as a fund investment platform and fiduciary advisor to over 200,000 individuals, family offices, charities, endowments, and institutions.

Through Endowus, clients can design and manage their multi-manager, multi-asset-class investment portfolios  to achieve their wealth goals.

What we offer

Endowus empowers investors to invest better to live better through:
Endowus empowers investors to invest better to live better through:
Evidence-based
advice
Institutional
fund access
Transparent, low
and fair fees
technology
automation &
COnvenience
crisis-proof
asset security

Institutional access: fund managers on Endowus

Endowus’ team curates best-in-class strategies and constructs goal-oriented bespoke portfolios for our clients. Strategies of the following managers are on Endowus, in alphabetical order by asset class, as of June 2024 in SG and HK.
fund & strategy access
global fund
managers
curated
strategies
public markets
abrdn
Acadian
Algebris
AllianceBernstein
Allianz
Allspring
Amundi
Ashmore
Aviva Investors
Barings
BlackRock
BNP Paribas Asset Management
BNY Mellon Asset Management
Brown Advisory
Capital Group
Columbia Threadneedle
Dimensional Fund Advisors
E Fund
Eastspring
Federated Hermes
Fidelity
First Sentier
Franklin Templeton
Fullerton
Gao Teng
GMO
Goldman Sachs Asset Management
HSBC Asset Management
Janus Henderson
J.P. Morgan Asset Management
Jupiter
Lion Global Investors
M&G
Manulife
Matthews
Mirova
Morgan Stanley Asset Management
Natixis
Neuberger Berman
Nikko Asset Management
Ninety One
Nordea
Oaktree
Pictet Asset Management
PIMCO
PineBridge
Ping An
Principal Global Investors
Robeco
Schroders
T. Rowe Price
UBS Asset Management
UOB Asset Management
UTI Singapore
Wellington
Invesco
abrdn
Acadian
Algebris
AllianceBernstein
Allianz
Allspring
Amundi
Ashmore
Aviva Investors
Barings
BlackRock
BNP Paribas Asset Management
BNY Mellon Asset Management
Brown Advisory
Capital Group
Columbia Threadneedle
Dimensional Fund Advisors
E Fund
Eastspring
Federated Hermes
Fidelity
First Sentier
Franklin Templeton
Fullerton
Gao Teng
GMO
Goldman Sachs Asset Management
HSBC Asset Management
Janus Henderson
J.P. Morgan Asset Management
Jupiter
Lion Global Investors
M&G
Manulife
Matthews
Mirova
Morgan Stanley Asset Management
Natixis
Neuberger Berman
Nikko Asset Management
Ninety One
Nordea
Oaktree
Pictet Asset Management
PIMCO
PineBridge
Ping An
Principal Global Investors
Robeco
Schroders
T. Rowe Price
UBS Asset Management
UOB Asset Management
UTI Singapore
Wellington
Invesco
hedge funds
AQR
Balyasny
BlackRock
Brevan Howard
Bridgewater
Campbell & Company
Eisler
Franklin Templeton
Hudson Bay
Janus Henderson
LMR
Lumyna
Millennium
Point 72
Quantedge
Schonfeld
UBS Asset Management
WorldQuant
private markets
Ares
Carlyle
EQT
HarbourVest
KKR
Oaktree
Partners Group
PIMCO
UBS Asset Management
public markets
hedge markets
private markets

Our expertise
drives your success

Samuel Rhee
Chairman & Group Chief Investment Officer
  • CEO & CIO of Morgan Stanley Inv. Mgmt. Asia
  • 28 years institutional investment, asset allocation, portfolio management
Gregory Van
Chief Executive Officer
  • Technology & Payments Lead, Grab
  • Private Funds Group, UBS Investment Banking
  • Univ of Pennsylvania
Hugh Chung
Chief Investment Officer
  • CIO of single family office
  • MD at multiple hedge funds
  • Goldman Sachs PS. JP Morgan
Sin Ting So
Chief Client Officer
  • Nomura Wealth Management
  • Morgan Stanley Private Wealth
  • Univ of Pennsylvania, Wharton
Yulin Liu
Investment Lead
  • Institutional business development, AQR Capital Management
  • University of Oxford, London Business School
Sheryl Choong
Head of Client Advisory SG
  • Credit Suisse Wealth Management
  • UBS Wealth Management
  • Morgan Stanley Private Wealth
  • Univ of Southern California
Serene Chew
Head of Legal & Reg Affairs
  • Assistant General Counsel, MAS
  • Baker & McKenzie
  • State Counsel/Deputy Public Prosecutor
  • NYU, NUS, Univ of Oxford
Steffanie Yuen
Head of Hong Kong
  • MD Value Partners Group
  • CMO and Head of Inv Advisory, Vanguard-Ant Financial JV, Deutsche Bank, Barclays IBD

Our expertise
drives your success

Combining decades of investment expertise in public & private market investing, personal wealth & family office management, our team of experts are curious, critical and most importantly, dedicated to your success — giving you time to free yourself up for the bigger things in life.
download factsheet

Low, fair fees: Single fee based on clients’ assets and transparently shared

The Endowus Fee (from 0.15% per annum) is a clean, transparent, assets-based fee charged directly to clients (what the industry calls “fee-only”) and includes discretionary or advisory mandates, transactions, and transfers so we are only incentivised to grow our client’s assets.
Endowus Fee, all-in, per annum
Includes transactions, advisory & discretionary mandates, brokerage, platform access
Cash management, money market
Liquid public markets
Hedge funds, private markets, alternatives
0.15%
0.25% to 0.60%
0.40% to 0.60%
Institutional
clean share
class access
no
subscription
fees
100% cashback
on trailer
commissions

Built on institutional-grade technology and security systems

We implement a strict third party assurance framework rivalling that of global financial institutions to keep you and your money safe. Your assets are safely held at custodian agents of our partner fund managers and your uninvested cash is segregated in a client trust account at UOB Kay Hian.
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 to help you achieve your goals.

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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.

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Our systems monitor your portfolios constantly to ensure they are on track to  reach your goals.

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As your life circumstances change, we can with your further inputs 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.

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Endowus has no sales fees, and 100% Cashback on trailer fees. Unlike other platforms, we do not collect kickbacks from fund managers.

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We are only paid by you, the client we serve.

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Learn more about our fees here.

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 & Professional 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.

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Private market, hedge funds, private credit & alternative strategies

As professional investors, Private Wealth clients are able to exclusively access more investment products such as multi-strategy hedge funds, private equity, private credit, private real estate and alternatives.

contact us