Anonymous

25 Mar 2020

∙

How is the Endowus portfolio for HNWIs different from normal investors?

Do you have products for HNWIs? And do you have different portfolio types for those investors?

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Shengshi Chiam, CFA

25 Mar 2020

Personal Finance Lead at Endowus

Hi,

We do not just have products for High Net Worth Individuals, but also for family offices, corporates and charitable organisations! We try to save on marketing costs and let ourselves be known by word of mouth.

We offer a multi-currency portfolio (USD, GBP, EUR) for clients who wants to transact in those currency, and have that FX exposure for foreign currency hedged funds. We do offer bespoke portfolio management services, and the offerings are from the off the rack products that we offer to everyone, which is somethiing that works for most people for 90% of their investment and retirement planning needs.

HNWIs also face the same issue with retail investors when it comes to accesss of investment products - the fund products they are sold also have high hidden fees, they are often pitched trading strategies that are high costs and not suitable for retirement purposes. The overheads of a "labour cost intensive" service has to be borne by the customer. It makes sense cost-wise to part the bulk of their long term investing through a low cost platform like ours.

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