Technology Awards 2023 – Best Wealth Tech Solution

Best Wealth Tech Solution

 

Endowus Group

Best Wealth Tech Solution

Gregory Van

CEO

Endowus Private Wealth is advancing the wealth management experience for high net worth individuals, family offices and institutions. Our proprietary technology, coupled with an industry-leading fee-only business model, enables our clients to enjoy independent, conflict-free services, empowering them to achieve their financial goals.

Being awarded Best Wealth Tech Solution is a wonderful recognition of what we have built, but we remain committed to providing bespoke solutions to our clients through always-on digital conveniences, and as-needed white-glove human expertise rendered by Endowus client advisors who are in total alignment with our clients’ wealth needs.

With affluent investors increasingly seeking diversified portfolios and seamless investing experiences across public markets, private markets, and hedge funds, we are constantly expanding our suite of innovative solutions, and now work with over 80 global fund managers.

From unlocking access to previously inaccessible funds to minimising client pain points and enhancing their digital journeys, Endowus Private Wealth will leverage wealthtech to further elevate our clients’ investment outcomes and transform the industry.

What was behind the judges’ decision?

  • Endowus was able to make a convincing case to the Technology Awards judging panel that its platform is significantly differentiated in the private wealth market, offering unbiased, low-cost advice that is aligned with clients’ specific investment needs
  • The company has shown a strong ambition to grow its business in Asia Pacific across the wealth continuum. For example, its acquisition of multi-family office Carret Private demonstrates a capable strategy for capitalising on the UHNW business, in addition to Endowus’s recent entry into the Hong Kong market
  • Endowus during the period under review for the awards launched what the judging panel views as a sufficiently differentiated platform for accredited/professional investors in the form of Endowus Fund Smart, offering alternative funds across hedge funds, private equity, private credit, real estate and other liquid alternatives

What we said

“In what has proved to be a groundbreaking offering for wealth clients in Singapore and Hong Kong, Endowus offers a digital, low-cost platform providing best-in-class investment strategies and advice at costs typically reserved for institutions,” said Daniel Shane, editor of Asian Private Banker and chair of the Technology Awards judging panel.

“Endowus leverages a rigorous due diligence process to present to clients a universe of leading fund providers and their products, from money markets to bonds and equities to alternatives. That is wrapped up in a digital app that encourages clients to focus on asset allocation and long-term wealth building, rather than short-term trading.”

Asian Private Banker is proud to present Endowus with the accolade of Best Wealth Tech Solution at the Technology Awards 2023.”


Contact Us
All awards related enquiries to
candice.c@asianprivatebanker.com
+852 8191 7196