APB Directory | Endowus
Endowus is Asia’s leading independent digital wealth platform. With entities licensed by the Monetary Authority of Singapore, and Securities and Futures Commission of Hong Kong, Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension (CPF & SRS in Singapore), helping investors grow their money with expert advice and access to institutional financial solutions at low and fair fees, through a personalised digital wealth experience.
Founded in 2017, Endowus has raised a total of US$95 million in funding from investors including UBS Next, Citi Ventures, MUFG Innovation Partners, EDBI, Lightspeed Venture Partners, Prosus Ventures, Samsung Ventures, SBVA, Singtel Innov8, and Z Venture Capital. Other investors include some of the largest Family Offices in Asia, as well as the founders and employees of Endowus.
Endowus continues to push the boundaries on innovation and democratising access, as it partners with 80+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus’ fee-only business model. Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as EQT, Carlyle, Partners Group, KKR, Ares, Oaktree, Millennium, Point72, Balyasny, Brevan Howard, Bridgewater, Schonfeld, Hudson Bay, LMR and more.
The Endowus Group comprises Endowus’ licensed companies in Singapore and Hong Kong, as well as Hong Kong-based Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$5 billion it is one of the largest independent wealth managers in Asia. From a combination of 100% trailer fees rebates as direct cashback to clients, savings from the access to institutional share class and exclusive funds, Endowus has created more than US$40 million in savings for its clients.
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Chief Executive Officer
Gregory Van is Chief Executive Officer of Endowus, Asia’s leading digital wealth platform. Endowus’ mission is to democratise wealth management for all and empower everyone to invest better to live easier today, and better tomorrow.
As CEO, Greg is responsible for driving the company’s growth and strategic execution. He began his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.
Today, Greg is leveraging his unique expertise at the intersection of finance and technology to empower all investors with greater access to expert advice and institutional-quality products at low, fair fees – leveraging technology to do this at scale
Greg believes that the biggest asset an investor has is time, and is singularly focused on helping clients efficiently maximise their time to achieve financial wellness. An alignment of incentives by being fee-only, coupled with personalising and automating the wealth management process, provides every investor with the highest probability of success in reaching their wealth and life goals.
Greg has been awarded the “CEO of the Year” for the Singapore market at Asia Asset Management’s Best of the Best Awards 2023 for two consecutive years.
Chairman and Chief Investment Officer
Samuel Rhee is Co-founder, Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with nearly three decades of institutional investing experience in Singapore, Hong Kong, and London.
Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.
Sam passionately advocates for greater financial literacy, time-tested and evidence-based advice, lower costs, the industry elimination of hidden fees, and a corporate culture that puts the client’s needs first.
As a FinTech investor and expert, he is passionate about leveraging technology to solve the biggest financial problems such as the retirement adequacy and global pension crisis. Sam is currently a member of the World Economic Forum’s Longevity Steering Committee. Together with other leaders across the public and private sector, Sam participates in dialogues to address longevity concerns and drives collaboration efforts directed at managing the financial implications of aging populations.
Sam also serves as an Independent Director on the Board of Naver Corp, where he lends his extensive knowledge and expertise to the global ICT conglomerate headquartered in South Korea.
