2023年4月27日

新加坡数字财富管理平台Endowus正式在香港推出Endowus在一份声明中表示,香港是Endowus的第一个海外扩张市场,仅次于新加坡。成立于2017年,Endowus带来了总计5000万美元的资金从投资者如瑞银EDBI, Prosus企业,Z风险资本,三星企业,新加坡电信Innov8,光速创投和和全球领先的风险投资公司软银亚洲投资。根据声明,投资者可以通过Endowus开始构建单一和multi-fund组合基金智能解决方案,提供超过140个一流跨资产类别包括现金和货币市场基金,固定收益、股权、资产和大宗商品。Endowus私人财富的客户也可以获得等替代策略对冲基金、私募股权、私人信贷和私人房地产。Endowus提供同样的价值主张,更大的获得最佳和institutional-grade投资产品,与投资者以及专家意见完全一致,低,公平的费用——其客户。支持的一些最大的名字在金融和技术,如瑞士银行(UBS AG)、Prosus (Naspers)和三星,Endowus是香港的第一只收费,non-commission-based数字财富管理平台。公司不接受任何销售佣金和提供了一个产业界首次100%的超市夜未眠拖车费用向客户。这允许Endowus保持独立和无冲突当服务客户的最佳利益的受托顾问的信任。“自我国建国以来,Endowus一直坚定地致力于使财富管理建议和基金访问更加公平、更加透明和以较低的成本,“我们想让个人和家庭更好的生活更好的投资,”格雷戈里·范说,Endowus的联合创始人和首席执行官。虽然该公司仍处于早期,他说,Endowus集团快速增长和委托拥有超过40亿美元的客户资产从零售和高净值投资者,以及家族理财室和机构。 Samuel Rhee, Co-Founder, Chairman and Chief Investment Officer, Endowus, said, the industry practice of paying trailer fees to distributors, like banks and brokers, goes against the ethos of offering products based on the needs of clients and improving long term returns for investors. “By removing these often hidden commissions, we effectively remove any possible conflict of interest and place our focus solely on serving our clients’ wealth needs, “Since 2019, Endowus has returned almost $5 million in trailer fees paid as cashback to our clients, and over $15 million in total savings, and we will be championing the same practice in Hong Kong,” he said He also said individual investors have historically not had a level playing field, as large institutional investors get access to better advice and products at a lower cost. He said that Endowus was created to bring endowment-style institutional investing to all of us and provide institutional advice on fund selection, portfolio construction and optimisation by a strong team of talented professionals with institutional experiences. “Access at the lowest possible cost to exclusive and trailer fee-free funds in both public and private markets provides a strong foundation in achieving better outcomes for all individual investors, “This includes some of our biggest investment goals like retirement preparation,” he added. Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus, said despite being a key international financial hub, it is not easy for individuals in Hong Kong to gain access to professional and independent advice on personal finance and wealth management. Cited the latest Endowus Wealth Insights Report, she said most investors in Hong Kong rely on friends and family as their key source for financial or investment advice. “And across all age groups, the most important reason behind why investors feel the pressure to invest more in the coming year, is the need to build a more robust cushion in preparation for retirement,” she added.