Endowus

Endowus raises over US$130 million as client assets surpass US$10 billion 🌏 A milestone that reflects both growth and trust, our latest funding round brings total capital raised to over US$130 million (S$170 million), as client assets exceed US$10 billion (S$13 billion) across Singapore and Hong Kong. This achievement symbolises more than scale — it represents the confidence our clients and investors place in our model, one built on transparency, alignment, and measurable impact, with over US$1 billion in net investment gains delivered to date. The round was led by new investor Illuminate Financial, with continued participation from Prosus Ventures and Citi Ventures. Beyond capital, these partnerships strengthen our foundation to advance a conflict-free, client-aligned approach to #wealthmanagement. In a selective funding environment, this raise underscores investor conviction in Endowus’ ability to scale sustainably, drive consistent earnings growth, deepen client trust, and continue innovating in wealth management. We remain focused on investing in technology, advisory excellence, and enhancing financial literacy and access — helping investors build lasting wealth with clarity and confidence. Read the coverage here: Tech in Asia: https://lnkd.in/gmS8RSrd The Business Times: https://lnkd.in/g_Mur_e9 Lianhe Zaobao: https://lnkd.in/g7tJFErT Asian Private Banker: https://lnkd.in/gTkznZzU CityWire: https://lnkd.in/gUufk95n Samuel Rhee Gregory Van Hugh Chung Steffanie Yuen Dominic Ong Sin Ting So Jason Huan Deepak Sarda Clarissa Wang Serene Chew Zhuoran (John) Li Jen Lua Jason Teo Sheryl C. #Endowus #WealthManagement #FinTech #InvestBetterLiveBetter #Leadership #Funding #Growth

Amidst market volatility, how should long-term investors think about their portfolio asset allocation and look beyond traditional equities and fixed income? Join Endowus Investment Lead, Yulin Liu, and a panel of senior investment leaders, as they share insights on portfolio allocation and the strategies, risks and challenges behind investing in alternative assets for retail investors. Shape the next chapter of your wealth journey at the Endowus Wealth Summit 2025. Register today: https://lnkd.in/gfYaKbqj #EndowusWealthSummit2025 Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Please refer to our full disclaimer at https://sg.endow.us/mas.

Women are reshaping the future of #wealth. According to Bloomberg, women now control US$365 billion in inherited fortunes among the world’s richest — triple the amount in 2016. At the same time, the number of self-made female billionaires has also increased, with many of them in Asia. Together, they represent a powerful shift in how wealth is created, managed, and used for impact, from leading global businesses to driving new approaches to philanthropy. Our Chief Client Officer Sin Ting So shared with Bloomberg the realities women face when inheriting wealth, and how this often thrusts them into new roles of financial stewardship. At Endowus, we see this every day, women taking ownership of their financial journeys, building confidence, and aligning wealth with purpose. Whether self-made or inherited, women’s growing influence is redefining family legacies, philanthropy, and the future of investing. Read the full story here: https://lnkd.in/eJVSGd9y #Endowus #WealthManagement #WomenInWealth #FinancialEmpowerment #NextGenWealth #Philanthropy

We were delighted to welcome Jeremy Lin — basketball player, philanthropist, NBA champion, and Endowus investor through the Asia Companion Fund — to the Endowus headquarters. Jeremy sat down with our co-founder, Samuel Rhee to talk about why he believes in the Endowus mission, sharing that he saw a strong alignment in values that resonated with his own journey. He also spoke about two main themes - how it’s important not to lose sight of the vision and stay true to the mission, and how we should react to success and growth, staying true to our identity, away from being defined just by the success. He also shared his thoughts about #servantleadership and knowing how to contribute at every level to help the team win. Of course, it wouldn’t be a true Endowus moment without a little fun - we had some funny moments together. Jeremy also reminded us that whether it’s winning in basketball or investing, it’s all about sticking to the plan, patience, and playing the long game. Thank you Jeremy for inspiring us with your story, your message, your mission in life, and for being part of the Endowus family! JLIN LLC Patricia Sun Robert Kim Gregory Van Hugh Chung Sin Ting So Dominic Ong Jason Huan Deepak Sarda Clarissa Wang Serene Chew Steffanie Yuen Zhuoran (John) Li #Endowus #AsiaCompanionFund #Teamwork #Leadership #JeremyLin

With a weaker #USdollar and #USstocks hitting new highs, are there legitimate concerns about the US market or will #USexceptionalism continue? Join Endowus Chief Investment Officer, Hugh Chung, and a panel of leading market and investment strategists as they navigate structural concerns about the dollar, where the US will lose its edge, and the global markets that present the most compelling opportunities now. Learn more about the compelling opportunities in developed and #emergingmarkets globally. Join us and shape the next chapter of your wealth journey. Register today: https://lnkd.in/ge46A45H #EndowusWealthSummit2025 Investment involves risk. Past performance is not an indicator nor a guarantee for future performance. Please refer to our full disclaimer at https://sg.endow.us/mas

Singapore's #equity market has outperformed recently - but will it last? Hear from Endowus Chief Client Officer, Sin Ting So, and a panel of top CEOs at the Endowus Wealth Summit 2025 as they assess the sustainability of this strong performance and evaluate if it warrants a meaningful weighting in investment portfolios. The panel will analyse the outlook for Singapore's economic growth, comparing its prospects against the wider Southeast Asian (SEA) and Asian regions. Key topics include identifying the prerequisites needed for Singapore's continued outperformance and assessing the potential impact of its equity market development programs. The panel will also address why SEA has been a laggard in #EmergingMarkets, and pinpoint the factors and timelines that could trigger its outperformance. Join this discussion and get the strategic insights you need. See you there! #EndowusWealthSummit2025 Investment involves risk. Please refer to our full disclaimer at https://sg.endow.us/mas.

Can #privateequity make your portfolio more resilient in uncertain markets? That was the central question posed to leaders from Blackstone, EQT Group, HarbourVest Partners at our recent event in Hong Kong, “Deep Dive into Private Equity: Seizing Opportunities in Private Markets”, which explored the role of private equity in building stronger portfolios. Key insights from the discussion included: 🔹 Enhanced performance, reduced volatility — Private equity has consistently delivered higher returns with significantly lower volatility than public equities (Endowus Research), making it a powerful complement to a traditional 60/40 portfolio. 🔹 Built for resilience — The asset class has demonstrated shallower declines and faster recoveries than public markets during major downturns. 🔹 Strategic diversification & sourcing — Attractive entry multiples are emerging beyond the U.S., particularly in Europe and Asia, where top-tier managers rely on local expertise and unique deal sourcing to uncover opportunities. 🔹 AI as a catalyst for growth — From investments in Asia’s hashtag #datacenters to the use of advanced tools, private equity managers are harnessing AI to supercharge deal sourcing and value creation. Thank you to our distinguished panellists, Corey Ho, Marco T., and Ziyao Su, CFA for sharing their invaluable perspectives. #Endowus #PrivateEquity #Blackstone #EQTPartners #HarbourVest #AlternativeInvestments #WealthManagement #Investing #HongKong #PrivateMarkets

Building better stewards of wealth. We recently hosted our first-ever Reserve Management Workshop for #Nonprofits, bringing together more than 40 charities, from board members and executive directors to treasurers and finance leads. Non-profit charities play an important social mission to help different segments of society, and we designed the session to empower them to make their reserves work harder for their missions. This included helping them understand investment principles and how to draft an Investment Policy Statement (IPS) and putting these into practice sustainably. We were also fortunate to have amazing industry leaders such as Melvin Tan and Kitson Leonard Lee, MSID-SRAD, who shared practical, heartfelt advice grounded in real experience. And of course, a special shoutout to our amazing lead, Lean Sing Ding and Sheng Shi Chiam, CFA, for directing the workshop with support from our CX team, Ian Kwan, Ting Shermaine and Brandon Lee #EndowusGivesBack #NonProfitFinance #FinancialStewardship #WealthManagement #Impact

The Endowus Wealth Summit 2025 is fast approaching, and we are delighted to announce our partners for this year's event. Join us and gain actionable insights from these industry leaders: 💎 Diamond Partner: Dimensional Fund Advisors ⚪ Platinum Partners: Amundi, iCapital, J.P. Morgan Asset Management, PIMCO, UOB Asset Management 🟡 Gold Partners: Fullerton Fund Management, Neuberger Berman, UBP - Union Bancaire Privée Seats are limited. Secure your complimentary pass today: https://lnkd.in/ge46A45H #EndowusWealthSummit2025

Is the 60/40 portfolio still relevant? 🤔 The classic 60/40 portfolio, that is 60% equities, 40% bonds, has been a cornerstone of balanced investing. But with shifting interest rate cycles, inflation dynamics, and the rise of alternative assets, many have questioned whether it still works. In this month’s #ScienceofWealth, we examine why the 60/40 remains a sound foundation for long-term investors, and how its intentional #diversification still delivers, even after its utility was tested by the market turmoil of 2022. Amid market noise, the principle remains clear: balance and discipline still matter in the long run. Read the full piece here: https://lnkd.in/gaq-qRfs #Endowus #ScienceOfWealth #PortfolioStrategy #AssetAllocation #WealthManagementIs the 60/40 portfolio still relevant? 🤔 The classic 60/40 portfolio, that is 60% equities, 40% bonds, has been a cornerstone of balanced investing. But with shifting interest rate cycles, inflation dynamics, and the rise of alternative assets, many have questioned whether it still works. In this month’s Science of Wealth, we examine why the 60/40 remains a sound foundation for long-term investors, and and how its intentional diversification still delivers, even after its utility was tested by the market turmoil of 2022. Amid market noise, the principle remains clear: balance and discipline still matter. Read the full piece here: https://lnkd.in/gaq-qRfs #Endowus #ScienceOfWealth #PortfolioStrategy #AssetAllocation #WealthManagement