Podcasts about endowus

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Best podcasts about endowus

Latest podcast episodes about endowus

Money Hacks
S1E213: Flipping the script on your Q1 investment missteps: BT Money Hacks

Money Hacks

Play Episode Listen Later Apr 6, 2025 19:53


How do you turn your flailing portfolio around if it had an abysmal time in Q1? What were the mistakes you made and what can you do about them to have a fruitful rest of the year? Howie Lim speaks to David Kuo from The Smart Investor and Hugh Chung from Endowus for advice. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 02:13 Do not do this anymore 07:04 Noise vs economic data 11:17 Turn things around 13:21 Outlook for the rest of 2025 --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With David Kuo, founder, The Smart Investor and Hugh Chung, chief investment officer, Endowus Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E213: Flipping the script on your Q1 investment missteps: BT Money Hacks

The Business Times Podcasts

Play Episode Listen Later Apr 6, 2025 19:53


How do you turn your flailing portfolio around if it had an abysmal time in Q1? What were the mistakes you made and what can you do about them to have a fruitful rest of the year? Howie Lim speaks to David Kuo from The Smart Investor and Hugh Chung from Endowus for advice. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 02:13 Do not do this anymore 07:04 Noise vs economic data 11:17 Turn things around 13:21 Outlook for the rest of 2025 --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With David Kuo, founder, The Smart Investor and Hugh Chung, chief investment officer, Endowus Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

2024 was a rollercoaster for global financial markets, and rising living costs, inflation, and the increasing retirement age are putting additional pressure on us Singaporeans planning for our future. So, as we step into 2025, what can we expect for the markets, the economy…. and what Diversification strategies should you leverage this year? Audrey chats with Hugh Chung, Chief Investment Officer from Endowus. Produced and presented by Audrey SiekSee omnystudio.com/listener for privacy information.

Money Hacks
S1E199: What the experts are thinking for 2025: BT Money Hacks

Money Hacks

Play Episode Listen Later Dec 29, 2024 15:02


With familiar challenges persisting into 2025, perhaps the outlook for 2025 needn’t be so pessimistic with another Trump-era looming. But how much will Trump’s America-first policies affect the global economy and your investments? Howie Lim speaks to the experts to get their take. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:27 The year 2024 was 02:57 2024 sets the stage for 2025 07:59 Dealing with market volatility 11:10 Which sectors will benefit and how to reposition --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Samuel Rhee, chief investment officer of Endowus, Kelvin Wong, senior market analyst at Oanda and Rohith Murthy, CEO of the MoneyHero Group Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim Engineered by: Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at : bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E199: What the experts are thinking for 2025: BT Money Hacks

The Business Times Podcasts

Play Episode Listen Later Dec 29, 2024 15:02


With familiar challenges persisting into 2025, perhaps the outlook for 2025 needn’t be so pessimistic with another Trump-era looming. But how much will Trump’s America-first policies affect the global economy and your investments? Howie Lim speaks to the experts to get their take. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:27 The year 2024 was 02:57 2024 sets the stage for 2025 07:59 Dealing with market volatility 11:10 Which sectors will benefit and how to reposition --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Samuel Rhee, chief investment officer of Endowus, Kelvin Wong, senior market analyst at Oanda and Rohith Murthy, CEO of the MoneyHero Group Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim Engineered by: Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at : bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang
Bigger Pic: How to overcome the inertia of getting started on retirement planning

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Play Episode Listen Later Nov 2, 2024 6:23


So Sin Ting, Chief Client Officer, Endowus shares her observations on what's holding back the younger generation from planning for their retirement, not least their parents' retirement. She shares tips on how to get started and important questions to ask.See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
What's Trending in Finance: Cyberport Venture Capital Forum 2024 in Hong Kong - How do startups tap growth opportunities, scale and manage challenges

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Oct 25, 2024 9:16


It's another day about startups and venture capital as The Evening Runway's Finance Presenter Chua Tian Tian reports from the Cyberport Venture Capital Forum 2024 in Hong Kong. Day 2's programme is structured around several workshops for startups, including one which aims to provide a practical playbook for founders raising capital and scaling in turbulent times.   Tian Tian spoke with Pocket Sun, Managing Partner of SoGal Ventures, the speaker of one of the workshops, on the actionable strategies for startups to expand right now.  She also talked to Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus, and Anthony Ng, Co-founder & CEO, Hong Kong Virtual Asset Exchange on the opportunities and challenges in expanding their businesses and how they have benefitted from this year's forum.See omnystudio.com/listener for privacy information.

Money Hacks
S1E182: Employee financial well-being can impact business outcomes: BT Money Hacks (Ep 182)

Money Hacks

Play Episode Listen Later Sep 1, 2024 12:35


Companies should start placing a higher priority on both employee mental and financial well-being because the better your workers are, the better your company will be as well. How true is that and when did it become an employer's responsibility to care for its employees' finances? Howie Lim speaks to So Sin Ting from Endowus, Theodoric Chew from Intellect and Paul Gordon from Aon to find out. Synopsis: Every Monday, Howie Lim gets experts to break down useful financial tips. Highlights of the conversation:  01:48 Relationship between financial preparedness and self 03:40 Financial well-being is about more than financial health 06:18 Is it really an organisation's responsibility? 10:34 Take care of your people, and they'll take care of business --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.  --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Theodoric Chew, co-founder & CEO, Intellect; So Sin Ting, chief client officer, Endowus; and Paul Gordon, head of financial wellbeing, APAC, Aon Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim Engineered by: Joann Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E182: Employee financial well-being can impact business outcomes: BT Money Hacks (Ep 182)

The Business Times Podcasts

Play Episode Listen Later Sep 1, 2024 12:35


Companies should start placing a higher priority on both employee mental and financial well-being because the better your workers are, the better your company will be as well. How true is that and when did it become an employer's responsibility to care for its employees' finances? Howie Lim speaks to So Sin Ting from Endowus, Theodoric Chew from Intellect and Paul Gordon from Aon to find out. Synopsis: Every Monday, Howie Lim gets experts to break down useful financial tips. Highlights of the conversation:  01:48 Relationship between financial preparedness and self 03:40 Financial well-being is about more than financial health 06:18 Is it really an organisation's responsibility? 10:34 Take care of your people, and they'll take care of business --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.  --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Theodoric Chew, co-founder & CEO, Intellect; So Sin Ting, chief client officer, Endowus; and Paul Gordon, head of financial wellbeing, APAC, Aon Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim Engineered by: Joann Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Money Hacks
S1E176: ETFs or Unit Trusts for your SRS? BT Money Hacks (Ep 176)

Money Hacks

Play Episode Listen Later Jul 21, 2024 14:11


The Supplementary Retirement Scheme or SRS is a tax efficient account but heavily underutilised in Singapore. How can we best utilise this account to help pad up our retirement savings and what should we be investing in? Howie Lim speaks to Hugh Chung from Endowus and Jermyn Wong from State Street Global Advisors to find out. Synopsis: Every Monday. The Business Times breaks down useful personal financial tips with expert guests. Highlights of the conversation: 01:03 Supplementary Retirement Scheme (SRS) adoption and statistics 02:50 Investment strategies for SRS 04:07 Tax benefits and withdrawal considerations 06:50 ETFs vs Unit Trusts (for SRS)? --- Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We'll look into it for future episodes. --- With Hugh Chung, chief investment advisory officer, Endowus and Jermyn Wong, head of intermediary South East Asia, State Street Global Advisors Edited by: Howie Lim & Lee Kim Siang Produced by: Howie Lim Engineered by: Joann Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  YouTube Music: bt.sg/mhyt Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E176: ETFs or Unit Trusts for your SRS? BT Money Hacks (Ep 176)

The Business Times Podcasts

Play Episode Listen Later Jul 21, 2024 14:11


The Supplementary Retirement Scheme or SRS is a tax efficient account but heavily underutilised in Singapore. How can we best utilise this account to help pad up our retirement savings and what should we be investing in? Howie Lim speaks to Hugh Chung from Endowus and Jermyn Wong from State Street Global Advisors to find out. Synopsis: Every Monday. The Business Times breaks down useful personal financial tips with expert guests. Highlights of the conversation: 01:03 Supplementary Retirement Scheme (SRS) adoption and statistics 02:50 Investment strategies for SRS 04:07 Tax benefits and withdrawal considerations 06:50 ETFs vs Unit Trusts (for SRS)? --- Now, we want to hear from you! Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. We'll look into it for future episodes. --- With Hugh Chung, chief investment advisory officer, Endowus and Jermyn Wong, head of intermediary South East Asia, State Street Global Advisors Edited by: Howie Lim & Lee Kim Siang Produced by: Howie Lim Engineered by: Joann Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  YouTube Music: bt.sg/mhyt Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Faith Driven Investor
Episode 174 - Sacrifice as a Road to Victory with Sam Rhee of Endowus

Faith Driven Investor

Play Episode Listen Later Jun 17, 2024 25:58


In this special edition of the Faith Driven Investor Podcast, we highlight the story of Sam Rhee.Sam was formerly a CEO and co CIO, global head of Asia at Morgan Stanley before starting the fintech platform, Endowus. Today, Endowus primarily serves Asian markets with $5 billion in assets under management and has recently raised 95 million dollars in outside capital.In this unique narrative-style podcast, we hear how the biblical story of Abraham and Lot inspired Sam Rhee to step aside from the role of his dreams for the sake of a colleague and how God used that sacrifice to pave a path for victory.

Money Talk
View from the Endowus Summit

Money Talk

Play Episode Listen Later Apr 19, 2024 5:09


summit endowus
Money Talk
View from the Endowus Summit

Money Talk

Play Episode Listen Later Apr 18, 2024 9:26


summit endowus
The Business Times Podcasts
S1E36: What's next when shielding of Special Account is barred? WealthBT (Ep 36)

The Business Times Podcasts

Play Episode Listen Later Mar 24, 2024 17:34


Some CPF members feel stopping the practice of “shielding” the Special Account is unfair, because they have lost the opportunity of a higher interest rate. But investing your CPF savings is more important than ever. What does this mean for your CPF returns? BT's Genevieve Cua gets insights from Samuel Rhee of Endowus. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the conversation: 02:33 Does Endowus have a conflict of interest as CPF digital adviser? 05.35 Closing the shielding loophole: impact on confidence 08:36 Tradeoffs of not investing the Ordinary Account 11:54 How challenging is it to outperform the SA 4% rate? 14:59 Overcoming the biggest hurdles to investing Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Samuel Rhee, chief investment officer, Endowus Edited by: Emily Liu and Claressa Monteiro Produced by: Genevieve Cua & Emily Liu Engineered by: Joann Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media — Follow WealthBT podcasts and rate us at: Channel: bt.sg/btwealthbt Apple Podcasts: bt.sg/wbAP Spotify: bt.sg/wbSP Google: bt.sg/wtGO Website: bt.sg/wealthbt Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks Podcast at: bt.sg/btmoneyhacks BT Mark To Market Podcast at: bt.sg/btmark2mkt BT Podcasts at: bt.sg/pcOM PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Branded Podcasts: bt.sg/btbrpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Your Money With Michelle Martin
Money and Me: Ladies, would you invest your CPF-OA funds?

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Mar 4, 2024 18:37


What returns could you be looking at if you did invest your OA and SRS? What is the risk-return argument? Michelle Martin in conversation with So Sin Ting, CCO, Endowus to discuss why women in particular may want to maximize their CPF funds and participate in the stock market.See omnystudio.com/listener for privacy information.

一桶金之財經新思維
Endowus袁淇欣談女性理財全面睇

一桶金之財經新思維

Play Episode Listen Later Jan 8, 2024 21:46


endowus
Brave Dynamics: Authentic Leadership Reflections
JX Lye: China vs. US Tech Culture, Career Decisions (Bytedance, Dropbox, Lyft and EDB) & Making Bank Integrations Fast & Simple with Acme - E363

Brave Dynamics: Authentic Leadership Reflections

Play Episode Listen Later Jan 2, 2024 45:28


JX Lye, Founder of Acme Technology and former Chief Product Officer of Endowus, and Jeremy Au talked about three main topics: 1. Early Career & Academic Decisions: JX recounted his academic choices across junior college in Singapore, mandatory military service, University of Pennsylvania and a master's degree at Stanford University. He talked about his initial career at the Singapore Economic Development Board (EDB) attracting tech investments to Singapore. He shared what he learnt working in the US as a Product Manager at the scaling growth-stage startups of Dropbox and Lyft. 2. China vs. US Tech Culture: JX discussed the differences between the US and China's tech work environments. He noted the fast-paced, competitive and intense consumer focus of ByteDance, which required him to unlearn his US product manager training. He brought these learnings to Endowus as Chief Product Officer and worked on scaling both the front-end user experience for a seamless customer experience and the complex financial backend needed for compliance. 3. Revolutionizing Bank Integrations: JX shared how his insights at Endowus helped him identify significant inefficiencies in bank integrations and financial transactions. He saw the opportunity to streamline financial processes not just for fintech companies but also across various industries, which led him to build Acme Technology. He shared the challenges of starting a new company and emphasized the importance of continuous selling, customer focus, and adapting to market needs. Jeremy and JX also talked about the emergence of the product manager role, the different market segments in fintech, and the importance of understanding real-world problems instead of theory. Watch, listen or read the full insight at https://www.bravesea.com/blog/jx-lye Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde Spotify: https://open.spotify.com/show/4TnqkaWpTT181lMA8xNu0T YouTube: https://www.youtube.com/@JeremyAu Apple Podcasts: https://podcasts.apple.com/sg/podcast/brave-southeast-asia-tech-singapore-indonesia-vietnam/id1506890464 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZC5jby9icmF2ZWR5bmFtaWNz TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea Learn more about Acme Technology here: https://www.tryacme.com

Money Hacks
S1E159: How profitable will 2024 be? BT Money Hacks (Ep 159)

Money Hacks

Play Episode Listen Later Dec 31, 2023 18:23


How will the markets be in 2024 and where should we park our money in order for the markets to treat us well? Howie Lim gets insights from Hugh Chung from Endowus, Phil Waters from OANDA and Daniel Peris from Federated Hermes. Synopsis: Every first, third and fifth Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  01:03 Implications of the Fed's recent pause in rate hikes 07:12 How retail investors should position themselves 09:32 Outlook for US markets 11:11 Outlook for global markets 13:52 Sectors to look out for Written, hosted and produced by: Howie Lim (howielim@sph.com.sg) With Hugh Chung, chief investment advisory officer from Endowus, Phil Waters, CEO, APAC & Emerging Markets from OANDA and Daniel Peris, senior portfolio manager at Federated Hermes.  Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first, third and fifth Monday of the month: Channel: bt.sg/btmoneyhacks Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E159: How profitable will 2024 be? BT Money Hacks (Ep 159)

The Business Times Podcasts

Play Episode Listen Later Dec 31, 2023 18:23


How will the markets be in 2024 and where should we park our money in order for the markets to treat us well? Howie Lim gets insights from Hugh Chung from Endowus, Phil Waters from OANDA and Daniel Peris from Federated Hermes. Synopsis: Every first, third and fifth Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  01:03 Implications of the Fed's recent pause in rate hikes 07:12 How retail investors should position themselves 09:32 Outlook for US markets 11:11 Outlook for global markets 13:52 Sectors to look out for Written, hosted and produced by: Howie Lim (howielim@sph.com.sg) With Hugh Chung, chief investment advisory officer from Endowus, Phil Waters, CEO, APAC & Emerging Markets from OANDA and Daniel Peris, senior portfolio manager at Federated Hermes.  Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first, third and fifth Monday of the month: Channel: bt.sg/btmoneyhacks Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

WealthTech UnWrapped
108. Sam Rhee's Journey to Redefine Retirement Planning with Endowus

WealthTech UnWrapped

Play Episode Listen Later Nov 23, 2023 53:52


Summary: In this episode of WealthTech Unwrapped, Ned engages in a conversation with Sam Rhee, the Co-founder and Chairman of Endowus, a cutting-edge digital wealth management platform based in Singapore. Samuel's journey from a successful finance career to the founding of Endowus is driven by a mission to address Singapore's impending retirement crisis.Sam's passion for addressing societal challenges through technology finds expression in Endowus, a platform strategically designed to bridge gaps in the CPF system, Singapore's national pension fund. Overcoming the primary hurdle of gaining consumer trust for a new brand handling their savings, Sam highlights the platform's commitment to building confidence in clients entrusting their life savings.Recognizing the critical role of trust in wealth management, Endowus strategically leverages the CPF market and forges partnerships with reputable brands, fostering a sense of assurance among clients. Beyond trust-building, Sam acknowledges the significance of shaping consumer behavior. This realization propels Endowus to pioneer educational initiatives, such as insightful articles and webinars, aimed at enhancing financial literacy.Key Takeaways1. Strategic market leverage and key partnerships with trusted brands fortify confidence in wealth management.2. Prioritise brand authenticity by intentionally selecting advocates who resonate with the platform's mission. This approach, devoid of celebrity endorsements, ensures a genuine connection, reinforcing trust and authenticity in your brand-building strategy.3. Progressive platforms prioritize financial literacy initiatives, driving positive client impact and shaping favorable investment behaviors.

How to Live
#055 Money, spirituality & purpose with Samuel Rhee

How to Live

Play Episode Listen Later Nov 20, 2023 39:33 Transcription Available


How do we align to a deeper purpose? And how can we create wealth through stress-free investing? That's the focus of this podcast episode. We have with us Samuel Rhee, Co-Founder & Chairman of Endowus, Asia's largest independent digital wealth platform.With an illustrious career spanning 30 years, including his tenure as the CEO of Morgan Stanley Investments Asia, Sam brings unparalleled expertise to the table. His mission? To revolutionise our approach to finance and investments.Traditional finance often dances in complexity and obscured fees. Yet, Sam, as the visionary co-founder of Endowus, flips this narrative. His focus? Empowering everyone with financial literacy while ensuring transparency and client-centric service.A luminary in the field, Sam's wisdom has graced esteemed platforms such as Forbes, Bloomberg, CNBC, and beyond.In our chat, Sam and I deep dive into what is purpose, how he discovered his deeper purpose in the financial world, delayed gratification, the power of prayer, the psychology of investing, all explained in plain, practical language.Episode Shownoteshttps://howtolive.life/episode/055-money-spirituality-purpose-with-samuel-rheeRelevant Linklinkedin.com/in/sam-rhee-sgLeave us a messagehttps://howtolive.life/contactFollow usLinkedin: https://www.linkedin.com/in/sharadlal24/Facebook: https://www.facebook.com/PodcastHowtolive/Instagram: https://www.instagram.com/podcasthowtolive/Information on Podcast & Hosthttps://howtolive.life/

The Business Times Podcasts
S1E156: Have no fear, wealth is here! BT Money Hacks (Ep 156)

The Business Times Podcasts

Play Episode Listen Later Nov 19, 2023 18:45


Why let fear stop you from retiring early, from being financially free or salary independent? Fear of investing is something you can overcome.  Howie Lim gets insights from Hugh Chung, chief investment advisory officer, Endowus, David Fergusson, CEO, Atlas Consolidated and Paul Ng, senior financial services director, PhillipCapital. Synopsis: Every first, third and fifth Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  02:22 Fear of losing money 06:12 Fear of picking stocks 08:59 Fear of trust 13:00 Fear of not having enough to invest 15:48 Fear of not enough time Written and hosted by: Howie Lim (howielim@sph.com.sg) With Hugh Chung, chief investment advisory officer, Endowus, David Fergusson, CEO, Atlas Consolidated and Paul Ng, senior financial services director, PhillipCapital. Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh Produced by: BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: bt.sg/btmoneyhacks Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Money Hacks
S1E156: Have no fear, wealth is here! BT Money Hacks (Ep 156)

Money Hacks

Play Episode Listen Later Nov 19, 2023 18:45


Why let fear stop you from retiring early, from being financially free or salary independent? Fear of investing is something you can overcome.  Howie Lim gets insights from Hugh Chung, chief investment advisory officer, Endowus, David Fergusson, CEO, Atlas Consolidated and Paul Ng, senior financial services director, PhillipCapital. Synopsis: Every first, third and fifth Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  02:22 Fear of losing money 06:12 Fear of picking stocks 08:59 Fear of trust 13:00 Fear of not having enough to invest 15:48 Fear of not enough time Written and hosted by: Howie Lim (howielim@sph.com.sg) With Hugh Chung, chief investment advisory officer, Endowus, David Fergusson, CEO, Atlas Consolidated and Paul Ng, senior financial services director, PhillipCapital. Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh Produced by: BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: bt.sg/btmoneyhacks Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro
[SFF Special] Money in the Market: Should we entrust our investments to AI?

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro

Play Episode Listen Later Nov 15, 2023 11:06


AI has been increasingly integrated in multiple sectors, including the FinTech industry. As it rapidly expands, is there any need for it to be integrated into your investment portfolio? Does it play a key role in your wealth management plans? On Money in the Market, Hongbin Jeong speaks to Samuel Rhee, Co-founder and Chairman of Endowus, to find out more on the implications of AI in future investments and in wealth management. See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

There's a rising interest in finding opportunities in private markets - where there can often be more upside in investments vs what's in stock markets. In fact, allocation by individual investors to private markets are projected to surge by 12% annually over the next decade. Hugh Chung, Chief Investment Advisory Officer of Endowus & Sueann Yeo, Head of APAC Private Wealth Client Relations & Capital Raising at EQT explain how investors can incorporate investing in private markets as a way to diversify their portfolio.See omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E150: Stay invested or be a loser: BT Money Hacks (Ep 150)

The Business Times Podcasts

Play Episode Listen Later Sep 3, 2023 19:20


With inflation seemingly persistent and global economic conditions looking like they could worsen, how do we steel ourselves to stay invested? Stay invested we must because who wants to be a loser? Howie Lim gets insights from Samuel Rhee, Chairman and CIO at Endowus. Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  01:13 In or out in this current climate? 03:38 In, even when markets dive 08:11 Beating inflation is possible 12:07 Inflation and recession beating strategies Written and hosted by: Howie Lim (howielim@sph.com.sg) With Samuel Rhee, Chairman and CIO at Endowus Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh Produced by: BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: bt.sg/btmoneyhacks Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Money Hacks
S1E150: Stay invested or be a loser: BT Money Hacks (Ep 150)

Money Hacks

Play Episode Listen Later Sep 3, 2023 19:20


With inflation seemingly persistent and global economic conditions looking like they could worsen, how do we steel ourselves to stay invested? Stay invested we must because who wants to be a loser? Howie Lim gets insights from Samuel Rhee, Chairman and CIO at Endowus. Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  01:13 In or out in this current climate? 03:38 In, even when markets dive 08:11 Beating inflation is possible 12:07 Inflation and recession beating strategies Written and hosted by: Howie Lim (howielim@sph.com.sg) With Samuel Rhee, Chairman and CIO at Endowus Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh Produced by: BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: bt.sg/btmoneyhacks Apple Podcasts: bt.sg/oeXe  Spotify: bt.sg/oeGN  Google podcasts: bt.sg/oeGP  Website: bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btwealthbt PropertyBT at: bt.sg/btpropertybt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Startup Insider
Investments & Exits - mit Daniel Wild über die Finazierungsrunde von Endowus sowie die Übernahme von Delt.ai durch Albo

Startup Insider

Play Episode Listen Later Aug 11, 2023 23:03


In der Rubrik “Investments & Exits” begrüßen wir heute Daniel Wild, Gründer und Aufsichtsrat von Mountain Alliance. Daniel bespricht die Finazierungsrunde von Endowus sowie die Übernahme von Delt.ai durch Albo.  Die mexikanische Neobank Albo hat das Fintech Delt.ai für 20 Millionen US-Dollar erworben. Mit dieser strategischen Übernahme will Albo seine Position im Finanzdienstleistungssektor Mexikos stärken, indem es "die einzige Neobank wird, die Debit- und Kreditprodukte sowohl für Verbraucher als auch für kleine und mittelständische Unternehmen anbietet". Delt.ai bietet eine Plattform für Unternehmenskredite und Ausgabenmanagement für KMUs in Mexiko, während Albo persönliche und geschäftliche Finanzdienstleistungen wie Debitkonto, Geschäftskonto, Kredite, Gehaltsabrechnung, Spar- und Kryptowährungshandel anbietet. Die Singapurer Vermögensverwaltungsplattform Endowus hat in einer neuen Finanzierungsrunde 35 Millionen US-Dollar eingesammelt, wobei neue Investoren wie Citi Ventures und MUFG Innovation Partners beteiligt waren. Insgesamt hat das Unternehmen bisher 95 Millionen US-Dollar aufgebracht. Die Finanzierung wird dazu verwendet, in den Hauptmärkten Singapur und Hongkong zu expandieren, wo Endowus derzeit über 100.000 Kunden bedient und insgesamt mehr als 5 Milliarden US-Dollar an verwaltetem Vermögen hat. 

The Business Times Podcasts
S1E144: Tackling your peskier inflation worries: BT Money Hacks (Ep 144)

The Business Times Podcasts

Play Episode Listen Later Jun 4, 2023 16:56


Retirement inadequacies? Bonds not keeping pace with inflation? That yield curve staying below 5 percent? Howie Lim finds the answers to these questions with financial experts in this episode.  Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  01:04 Retirement inadequacy worry 04:27 Tighter rein on budgets 08:40 Can the yield curve come up to 5%? 12:07 Bonds outpaced by inflation worry 14:34 What experts worry about Written and hosted by: Howie Lim (howielim@sph.com.sg) With Mahin Gupta, co-founder of Liminal, Hugh Chung, chief investment advisory officer at Endowus and the regional head of digital sales at Saxo APAC, Chris Lum. Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh Produced by: BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe  Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP  Website: https://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt  WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Market Focus at: http://bt.sg/btmktfocus BT Podcasts at: https://bt.sg/pcOM BT Branded Podcasts at : https://bt.sg/brpodSee omnystudio.com/listener for privacy information.

Money Hacks
S1E144: Tackling your peskier inflation worries: BT Money Hacks (Ep 144)

Money Hacks

Play Episode Listen Later Jun 4, 2023 16:56


Retirement inadequacies? Bonds not keeping pace with inflation? That yield curve staying below 5 percent? Howie Lim finds the answers to these questions with financial experts in this episode.  Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. Highlights of the conversation:  01:04 Retirement inadequacy worry 04:27 Tighter rein on budgets 08:40 Can the yield curve come up to 5%? 12:07 Bonds outpaced by inflation worry 14:34 What experts worry about Written and hosted by: Howie Lim (howielim@sph.com.sg) With Mahin Gupta, co-founder of Liminal, Hugh Chung, chief investment advisory officer at Endowus and the regional head of digital sales at Saxo APAC, Chris Lum. Edited by: Howie Lim & Claressa Monteiro Recording engineer: Joann Chai Pei Chieh Produced by: BT Podcasts, The Business Times, SPH Media Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe  Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP  Website: https://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt  WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Market Focus at: http://bt.sg/btmktfocus BT Podcasts at: https://bt.sg/pcOM BT Branded Podcasts at : https://bt.sg/brpodSee omnystudio.com/listener for privacy information.

Faith Driven Entrepreneur
Episode 252 - Laying Down a Promotion for the Sake of Another with Sam Rhee

Faith Driven Entrepreneur

Play Episode Listen Later May 30, 2023 39:33


Imagine you're waiting on a big promotion that you've worked for all your life, and then God tells you to recommend someone else.That's what happened with Endowus founder and today's guest Sam Rhee. Before his current venture, Sam worked in investment banking and was in line for a new, significant position when he felt the Lord calling him to something different.He didn't know what it would be at the time, but now, he's grateful that he had faith in God's plan.Hear Sam's story on this special episode originally recorded on the Faith Driven Entrepreneur Asia podcast and don't forget to follow the show wherever you get your podcasts.Visit asia.faithdrivenentrepreneur.org/podcasts for more.

MONEY FM 89.3 - Your Money With Michelle Martin
Money and Me : Your options for investing with your CPF have expanded

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later May 25, 2023 15:13


Michelle Martin finds out more about two new Amundi index funds with expense ratios at 0.1% and 0.05% offered by Endowus, available as standalone funds, and as part of  their “CPF core allocation portfolios”. What do the funds track? How have they performed to date? What should you weigh before buying a passive index fund with your CPF? Guests: Sunny Leung, Head of ETF, Indexing and Smart Beta for South Asia, Amundi and Samuel Rhee, Chairman & Chief Investment Officer at EndowusSee omnystudio.com/listener for privacy information.

Money Mind Podcast
5 things about the banking crisis

Money Mind Podcast

Play Episode Listen Later Apr 4, 2023 14:32 Transcription Available


Is your money safe? You may have been wondering about your deposits after a series of bank runs in the US and the emergency rescue of Credit Suisse. While the crisis has abated for now, the banking turmoil could still hit your pocket. Jonathan Peeris' guests are Samuel Rhee, chairman and chief investment officer, Endowus, and Lim Yuen, chief investment strategist of Lion Global Investors.See omnystudio.com/listener for privacy information.

Money Mind Podcast
5 things about the banking crisis

Money Mind Podcast

Play Episode Listen Later Apr 4, 2023 14:32 Transcription Available


Is your money safe? You may have been wondering about your deposits after a series of bank runs in the US and the emergency rescue of Credit Suisse. While the crisis has abated for now, the banking turmoil could still hit your pocket. Jonathan Peeris' guests are Samuel Rhee, chairman and chief investment officer, Endowus, and Lim Yuen, chief investment strategist of Lion Global Investors.See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

So Sin Ting, Chief Client Officer, Endowus discusses why some studies suggest that women can be better investors than men, and what are some of the values and traits to emulate to be successful investors.See omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E138: In or out? Investing in China: BT Money Hacks (Ep 138)

The Business Times Podcasts

Play Episode Listen Later Mar 5, 2023 13:32


Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. How can we capitalise on China's recovery? Its manufacturing activity expanded at the fastest pace in more than a decade in February but its all-or-nothing stock market seems to be losing momentum. So in or out? Correspondent Howie Lim speaks to Samuel Rhee, Chairman and Chief Investment Officer of Endowus to find out. Highlights of the conversation:  01:13 State of Chinese economic recovery 02:53 China not a free market 04:43 Reversal of fortunes 07:07 Risks to look out for 09:40 Opportunities still exist Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro Edited by: Howie Lim Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe  Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP  Website: https://bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt  WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Market Focus at: http://bt.sg/btmktfocus BT Podcasts at: https://bt.sg/pcOM BT Branded Podcasts at : https://bt.sg/brpod --- For more on personal finance, go to: bt.sg/moneyplaybookSee omnystudio.com/listener for privacy information.

Money Hacks
S1E138: In or out? Investing in China: BT Money Hacks (Ep 138)

Money Hacks

Play Episode Listen Later Mar 5, 2023 13:32


Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. How can we capitalise on China's recovery? Its manufacturing activity expanded at the fastest pace in more than a decade in February but its all-or-nothing stock market seems to be losing momentum. So in or out? Correspondent Howie Lim speaks to Samuel Rhee, Chairman and Chief Investment Officer of Endowus to find out. Highlights of the conversation:  01:13 State of Chinese economic recovery 02:53 China not a free market 04:43 Reversal of fortunes 07:07 Risks to look out for 09:40 Opportunities still exist Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro Edited by: Howie Lim Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe  Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP  Website: https://bt.sg/moneyhacks Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt  WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Market Focus at: http://bt.sg/btmktfocus BT Podcasts at: https://bt.sg/pcOM BT Branded Podcasts at : https://bt.sg/brpod --- For more on personal finance, go to: bt.sg/moneyplaybookSee omnystudio.com/listener for privacy information.

Faith Driven Entrepreneur Indonesia
Episode 22 - Letting Go of a Promotion for the Sake of Another with Sam Rhee

Faith Driven Entrepreneur Indonesia

Play Episode Listen Later Feb 15, 2023 38:56


Imagine you're waiting on a big promotion that you've worked for all your life, and then God tells you to recommend someone else.That's what happened with Endowus founder and today's guest Sam Rhee. Before his current venture, Sam worked in investment banking and was in line for a new, significant position when he felt the Lord calling him to something different.He didn't know what it would be at the time, but now, he's grateful that he had faith in God's plan.Hear Sam's story on the latest episode of the Faith Driven Entrepreneur Asia podcast and don't forget to follow the show wherever you get your podcasts.

Faith Driven Entrepreneur Asia
Episode 22 - Letting Go of a Promotion for the Sake of Another with Sam Rhee

Faith Driven Entrepreneur Asia

Play Episode Listen Later Feb 15, 2023 38:56


Imagine you're waiting on a big promotion that you've worked for all your life, and then God tells you to recommend someone else.That's what happened with Endowus founder and today's guest Sam Rhee. Before his current venture, Sam worked in investment banking and was in line for a new, significant position when he felt the Lord calling him to something different.He didn't know what it would be at the time, but now, he's grateful that he had faith in God's plan.Hear Sam's story on the latest episode of the Faith Driven Entrepreneur Asia podcast and don't forget to follow the show wherever you get your podcasts.

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro
Money in the Market: Is now the best time to buy equities?

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro

Play Episode Listen Later Feb 9, 2023 16:57


We're only in the second month of the year, and we've already seen an impressive year-to-date rally in the stock market to kick off the year. But will this momentum continue? Will 2023 be a repeat of 2022 or something different? On Money in the Market, The Afternoon Update's Hongbin Jeong speaks to Samuel Rhee, Chairman & Chief Investment Officer, Endowus to find out whether or not right now is the best time to buy equities and how investors should be better positioned this year.   01:40 - Will the stock market rally continue throughout the rest of the year? 03:31 - Is now the time to buy equities? Or should we wait? 06:11 - What sectors will outperform this year?13:36 - Does a 60/40 portfolio still work in the current market condition? 15:20 - How can investors well position themselves this year?See omnystudio.com/listener for privacy information.

Money Mind Podcast
5 things you need to know about growing your money in 2023

Money Mind Podcast

Play Episode Listen Later Jan 18, 2023 11:38 Transcription Available


With inflation, rate hikes, and recession risks still on the horizon, 2023 is looking to be another volatile year for investors. So what should be the top priorities in your financial planning playbook? Join Jonathan Peeris and his guests, Loo Cheng Chuan, founder of the 1M65 Movement, Samuel Rhee, chairman and chief investment officer, Endowus, and financial blogger Dawn Cher.See omnystudio.com/listener for privacy information.

Money Mind Podcast
5 things you need to know about growing your money in 2023

Money Mind Podcast

Play Episode Listen Later Jan 18, 2023 11:38 Transcription Available


With inflation, rate hikes, and recession risks still on the horizon, 2023 is looking to be another volatile year for investors. So what should be the top priorities in your financial planning playbook? Join Jonathan Peeris and his guests, Loo Cheng Chuan, founder of the 1M65 Movement, Samuel Rhee, chairman and chief investment officer, Endowus, and financial blogger Dawn Cher.See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang
Why It Matters: Market volatility and rising inflation, a lookback at how the markets have performed over the year

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

Play Episode Listen Later Dec 28, 2022 16:58


2022 has been a roller coaster ride for the markets.  Samuel Rhee, Chairman & CIO, Endowus shares his insights on what drove inflation, and whether traditional investment strategies like the 60/40 portfolio are still relevant in today's climate. See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro
The View: Benjamin Kheng's investment journey with Endowus

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro

Play Episode Listen Later Dec 9, 2022 16:12


Whether you know him from pop band The Sam Willows, his online comedy sketches, there's no question about Benjamin Kheng's musical, acting, and comedic chops. But as much as he finds joy in creating content and making music - how is he when it comes to money management? On The View, Benjamin Kheng joins us along with Gregory Van, Chief Executive Officer of Endowus, to tell us more about his investment journey. See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro
Money in the Market: Is relying only on CPF enough for investing for the future?

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro

Play Episode Listen Later Nov 16, 2022 16:05


Endowus, Asia's leading digital wealth platform, launched its second edition of its annual Retirement Report, which found that more Singaporeans are worried about retirement adequacy. But most Singaporean households are still slow to invest a meaningful amount of their assets on riskier investments. On Money in the Market, Samuel Rhee, Chairman & Chief Investment Officer at Endowus, joins us to tells us more about some of the investment trends we are seeing amongst different generations in Singapore when it comes to investing their savings and what some of the safe investments are when it comes to investing in our future.See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: How should we improve the resilience of our portfolios amid a flurry of central bank action this week?

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Sep 19, 2022 12:52


Central bank action continues to dominate the headlines this week with the US Federal Reserve set to announce its rate decision midweek, and the Bank of Japan and Bank of England following suit thereafter. Investors in the meantime will also face a slew of August inflation reports coming out of countries such as Japan and back home in Singapore. How would these developments weigh on major economies and markets? What can we do to improve the resilience of our portfolios, and how can wealthtech help?  On Market View, Prime Time's finance presenter Chua Tian Tian spoke with Samuel Rhee, Chairman and Chief Investment Officer of Endowus for more. See omnystudio.com/listener for privacy information.

Financially Literate Singapore
How To Maximize CPF For Your BTO in Singapore [Chills 86 with Endowus]

Financially Literate Singapore

Play Episode Listen Later Aug 31, 2022 39:42


If you're asking questions like “bank or HDB loan?” or “cash or CPF?”, congratulations on purchasing your new home!Many of us are also looking for answers to the above questions. In fact, the CPF (Central Provident Fund) has always been a common talking point among Singaporeans since it's so intertwined in our lives.We invite personal finance lead Sheng Shi and client experience lead Lean Sing from Endowus to share their individual insights on how they use their CPF to finance their houses. What is the default choice of housing loan you should get? How much of our salary should go into the monthly housing loan repayment? Get your burning questions answered in this episode!Want more CPF-related content? We hear you. Check out TFC 104 & 105.Get our show notes at https://thefinancialcoconut.com/chills86Disclaimer: The content in The Financial Coconut is solely for education and entertainment purposes. It does not serve as any form of advice or recommendations.For all other links mentioned, or to discover more from the team at The Financial Coconut (including all our other shows), go to https://linktr.ee/thefinancialcoconut ---The Financial Coconut started out as a reaction to online fake gurus who are propagating over simplified get rich quick programs. A Podcast that grew out of a desire to share best practices regarding personal finance turned into a network of content championing this idea of “Creating a life you love, while managing your finances well”. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
To what extent has consumer behaviour changed due to record-high inflation?

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Aug 4, 2022 10:25


Singapore's core inflation hit its highest level in June, after the rate breached its 4 percent handle since 2008. With uncertain growth of income and increasing living expenses, some segments of society may face greater stress. How are consumers reacting to investing during these tumultuous times and what concerns do they have? Prime Time's Timothy Go and Bharati Jagdish speak with Samuel Rhee, Chairman and Chief Investment Officer, Endowus to find out more.    See omnystudio.com/listener for privacy information.

The Business Times Podcasts
S1E123: ETFs or unit trusts as inflation hedges? BT Money Hacks Ep 123

The Business Times Podcasts

Play Episode Listen Later Jul 17, 2022 14:29


Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. Studies have shown over and over again that actively managed funds almost always underperform passive investments in the long run. In this episode, we'll try to settle the long debated argument of ETFs vs Mutual Funds, although we're well aware there's no straightforward solution to this and joining us with his insights: Samuel Rhee, Chairman and Chief Investment Officer of Endowus. Highlights of the conversation:  01:38 Important differences between ETFs and mutual funds 05:36 Why accessibility and income generation the most important factors 08:00 Have macro factors changed the game? 10:29 Not a zero sum game between competing products Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro Edited by: Howie Lim Follow BT Money Hacks: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe  Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP  Website: https://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt  WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM BT Market Focus: http://bt.sg/btmktfocus --- For more on personal finance, go to: bt.sg/moneyplaybookSee omnystudio.com/listener for privacy information.

Money Hacks
S1E123: ETFs or unit trusts as inflation hedges? BT Money Hacks Ep 123

Money Hacks

Play Episode Listen Later Jul 17, 2022 14:29


Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips. Studies have shown over and over again that actively managed funds almost always underperform passive investments in the long run. In this episode, we'll try to settle the long debated argument of ETFs vs Mutual Funds, although we're well aware there's no straightforward solution to this and joining us with his insights: Samuel Rhee, Chairman and Chief Investment Officer of Endowus. Highlights of the conversation:  01:38 Important differences between ETFs and mutual funds 05:36 Why accessibility and income generation the most important factors 08:00 Have macro factors changed the game? 10:29 Not a zero sum game between competing products Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro Edited by: Howie Lim Follow BT Money Hacks: Channel: https://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe  Spotify: http://bt.sg/oeGN  Google podcasts: http://bt.sg/oeGP  Website: https://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: All analyses, opinions, recommendations and other information in this podcast are for your general information only. You should not rely on them in making any decision. Please consult a fully qualified financial adviser or professional expert for independent advice and verification. To the fullest extent permitted by law, SPH Media shall not be liable for any loss arising from the use of or reliance on any analyses, opinions, recommendations and other information in this podcast. SPH Media accepts no responsibility or liability whatsoever that may result or arise from the products, services or information of any third parties.  --- Discover more BT podcast series: BT Mark To Market Podcast at: http://bt.sg/btmark2mkt  WealthBT at: http://bt.sg/btwealthbt PropertyBT at: https://bt.sg/btpropertybt BT Podcasts at: https://bt.sg/pcOM BT Market Focus: http://bt.sg/btmktfocus --- For more on personal finance, go to: bt.sg/moneyplaybookSee omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Switching industries is not always challenging as it sounds

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Jun 17, 2022 10:48


Resignation from the current jobs and turning to new ones is becoming more popular during the pandemic. Some workers even jumped into a different industry. Such a trend highlights a great concern of better pay and working environment among employees. In The Spotlight, Prime Time's Timothy Go and Bharati Jagdish spoke with Madeline Wee, Business Development Associate, Endowus to find out more.  See omnystudio.com/listener for privacy information.

The Venture
Tackling the retirement adequacy problem: A conversation with Endowus' Samuel Rhee

The Venture

Play Episode Listen Later Jun 14, 2022 38:43


Read more > Listen to the podcast (duration: 38:39) > In this episode of The Venture, Andrew Roth shares a conversation with Samuel Rhee, Chairman, Chief Investment Officer, and cofounder of Endowus, a Singapore-based financial technology company that transformed the city-state's cumbersome social security investment process into a fully digital experience. It's now the only investment platform in Singapore approved for the investment of all funds, an eye-popping trillion-dollar wealth market. Samuel talks about Endowus' mission to solve the retirement adequacy problem with financial literacy, expert advice, lower costs, elimination of hidden fees, and a corporate culture that puts the client first.See www.mckinsey.com/privacy-policy for privacy information

The Venture
Tackling the retirement adequacy problem: A conversation with Endowus' Samuel Rhee

The Venture

Play Episode Listen Later Jun 14, 2022 38:39


In this episode of The Venture, Andrew Roth shares a conversation with Samuel Rhee, Chairman, Chief Investment Officer, and cofounder of Endowus, a Singapore-based financial technology company that transformed the city-state's cumbersome social security investment process into a fully digital experience. It's now the only investment platform in Singapore approved for the investment of all funds, an eye-popping trillion-dollar wealth market. Samuel talks about Endowus' mission to solve the retirement adequacy problem with financial literacy, expert advice, lower costs, elimination of hidden fees, and a corporate culture that puts the client first. Read more > Listen to the podcast (duration: 38:39) >

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
4 in 5 Singapore respondents plan to invest more amid strong concerns over inflation and rising costs:

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later May 10, 2022 13:40


Endowus has published a three-part report, “Endowus Wealth Insights” on 28 Apr 2022. The report provides an update on the firm's overall performance across all investment portfolios in 2021, its business strategy and views on the general investment outlook for 2022, as well as trends and insights derived from a study of 680 Singapore respondents. Some of the insights derived focused on respondents' thoughts on financial-related worries and goals for 2022, current and future investing behaviours and sentiments, as well as the adoption rate of offline and online investment platforms and services. In The Spotlight, Prime Time's Timothy Go and Bharti Jagdish spoke with Gregory Van, CEO of Endowus to find out why 80% of Singaporeans intend to invest more this year amid strong concerns over inflation and rising costs.  See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Your Money With Michelle Martin
Influence: The Peak x Next Gen Series: Gregory Van, CEO, Endowus

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Mar 25, 2022 21:08


Gregory Van began his investing journey when he was just 17. Now with Endowus, he says he wants to allow retail investors access to institutional investing strategies. Find out how in this interview with Michelle Martin.  See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - The Breakfast Huddle with Elliott Danker, Manisha Tank and Finance Presenter Ryan Huang

So Sin Ting, Chief Client Officer, Endowus, discusses how much truth there is to popular notions that female investors are more risk averse, as well as which gender is more successful in investing. See omnystudio.com/listener for privacy information.

Ctrl + Alt + Career
27: Ee Chien Chua, from Goldman Sachs & Uber to owning Jekyll & Hyde

Ctrl + Alt + Career

Play Episode Listen Later Nov 22, 2021 48:25


Ee Chien is currently the director of business development at Endowus. On the side, he owns and runs Jekyll & Hyde, a cocktail bar in Singapore. Prior to this, Ee Chien worked at Goldman Sachs, Uber and Grab.In this episode he shares - Why he chose to buy a business instead of starting one from scratchWhat it is like to own a F&B businessLessons learned from his corporate jobs at Goldman Sachs, Uber and GrabAnd many more…!For more about Jekyll & Hyde - https://jekyll.sg/—-If you're feeling unhappy with your corporate job and looking for some guidance to find a more fulfilling career, feel free to reach out to me on Instagram @ongjennifer_ or LinkedIn, I'd love to see how I can help!Download my free guide to finding your passion here.

Financially Literate Singapore
Invest & Grow Your Money With CPF [Chills 39 Sponsored by Endowus]

Financially Literate Singapore

Play Episode Listen Later Oct 6, 2021 59:56


 *Read on to find out how you can enjoy $20 off access fees from Endowus!* Imagine this: 37% of your monthly gross salary goes into a fund for as long as you are holding a job. What can you do with the accumulated money? The possibilities are endless. This is why the CPF (Central Provident Fund) is so integral to every working adult in Singapore. Adding on to the possibilities is Endowus, who is paving the way by being the sole provider of low cost index funds through the CPF IS (Investment Scheme) system. Listen to Chills 39 as Samuel (CIO) & Sheng Shi (personal finance lead) of Endowus share the rationale behind CPF investing, the factors involved and how it can benefit you! Here are some highlights: 02:22 Why should we invest in CPF 07:09 Why CPF is comprehensive yet complicated 13:21 The compounding effect in CPF 14:57 Why we should invest our OA 19:15 How much money do we need a month in our retirement 24:35 Accumulation vs decumulation, the income cycle 29:08 Using the Endowus CPF calculator to envision your retirement sums at 55 & 65 36:30 Life expectancy in Singapore and how it affects your retirement 44:12 How Endowus builds investment portfolios with CPF 50:49 Investment composites when investing with Endowus 52:10 Upcoming interesting features from Endowus As listeners of TFC, you can enjoy $20 off access fees from Endowus through this link: https://sg.endow.us/3ke6uM6 Get our show notes at https://thefinancialcoconut.com/chills39  For all other links mentioned, or to discover more from the team at The Financial Coconut (including all our other shows), go to https://linktr.ee/thefinancialcoconut  --- The Financial Coconut started out as a reaction to online fake gurus who are propagating over simplified get rich quick programs. A Podcast that grew out of a desire to share best practices regarding personal finance turned into a network of content championing this idea of “Creating a life you love, while managing your finances well”.

Ctrl + Alt + Career
22: Gregory Van, from UBS and Grab to founding Endowus

Ctrl + Alt + Career

Play Episode Listen Later Sep 13, 2021 42:13


Gregory Van is the founder of Endowus, a digital wealth platform and robo-advisory based in Singapore. Before starting Endowus, Greg worked as an investment banker at UBS as well as in the payments team at Grab.In this episode he shares - His transition from finance to tech to starting his own companyHow entrepreneurs can build a successful businessFactors to consider when fundraising for your businessAnd many more…!—-If you're feeling unhappy with your corporate job and looking for some guidance to find a more fulfilling career, feel free to reach out to me on Instagram @ongjennifer_ or LinkedIn, I'd love to see how I can help! Download my free guide to finding your passion here.

MONEY FM 89.3 - Your Money With Michelle Martin
Should you invest with your CPF?

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Sep 1, 2021 19:22


1 in 2 CPF members did not do better than the CPF-OA interest rate of 2.5% for the period of Oct'19 to Sept'20. Meanwhile according to Endowus, its balanced portfolio of global stocks and bonds outperformed the CPF OA interest rate with a return of 6.4% during this same period. If you wanted to look beyond what the CPF scheme provides for retirement what are the options that Endowus offers? Michelle Martin and Gregory Van, CEO of Endowus discuss. See omnystudio.com/listener for privacy information.

Brave Dynamics: Authentic Leadership Reflections
Gregory Van on Endowus Investing Accessibility, Family Entrepreneurship & Early Days at Grab

Brave Dynamics: Authentic Leadership Reflections

Play Episode Listen Later Jun 21, 2021 39:56


Gregory Van is CEO of Endowus.com, Asia's leading fee-only wealth management platform. Headquartered in Singapore and backed by Lightspeed Venture Partners and Softbank Ventures Asia, Endowus is the first digital advisor to span both private wealth and public pension savings (CPF & SRS). Endowus focuses on providing expert advice, institutional access to financial solutions, at low & fair fees to everyone, in a delightful digital-first experience. Greg started 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 the business development and partnerships lead for payments and technology. ‍ As a young father of two, Greg realised the importance of personal financial planning but found that managing the finances of his young family was challenging as it was costly, frustrating, and limited in high-quality options. “Investing should be accessible, and advice should be scientific in helping people realise their goals. Coming from an investments background, I was shocked by what someone has to go through in order to plan for their family's financial future with confidence. There is a huge gap between people's investment activities and the portfolio that would suit their individual situation. I believe technology and access to the right products will close this gap and achieve measurable client results through structured, progressive, and personalised financial planning.” Greg therefore saw an opportunity to combine his expertise in tech and finance to empower people to realise their financial goals. As part of Endowus Investment Committee, Greg is passionate about building holistic portfolios for every investor. Greg's passion for investments and helping others stems from his personal experiences and failures. At 17, Greg made his first investment in Amazon and profited 7% in 3 days. Emboldened, he began speculating which resulted in his portfolio fluctuating from a 30% profit to 95% loss. Through this journey, Greg fine-tuned his investment approach to be holistic, evidence-based with the lowest fees possible. Today, Greg and his family have invested all of their savings in Endowus' 80% stocks, 20% bonds portfolio. Greg graduated magna cum laude with a BA in Politics, Philosophy, and Economics from the University of Pennsylvania. He also did a one-year exchange program directly enrolled in the School of International Studies at Peking University. Show notes at: https://www.jeremyau.com/blog/gregory-van You can find the community discussion for this episode at: https://club.jeremyau.com/c/podcasts/gregory-van This episode is produced by Kyle Ong.

Financially Literate Singapore
ESG Investing: Win-Win Method? [Chills 23 with Endowus]

Financially Literate Singapore

Play Episode Listen Later Jun 16, 2021 49:02


Many millennials nowadays are starting to pay more attention to environmental, social and governance (ESG) issues and this phenomenon has given rise to a new form of investing known as ESG investing. What are the factors one should consider in ESG investing and how can investors make sure that they do well in the market while doing good in the world at the same time? Discover the world of ESG investing in this week's episode of Chills with TFC as Samuel from Endowus tells us more! Get our show notes at https://www.thefinancialcoconut.com/chills23 For all other links mentioned, or to discover more from the team at The Financial Coconut (including all our other shows), go to https://linktr.ee/thefinancialcoconut  --- The Financial Coconut started out as a reaction to online fake gurus who are propagating over simplified get rich quick programs. A Podcast that grew out of a desire to share best practices regarding personal finance turned into a network of content championing this idea of “Creating a life you love, while managing your finances well”.

Money Hacks
S1E80: Controlling your fund fees is key to investment success: Money Hacks Ep 80

Money Hacks

Play Episode Listen Later Sep 27, 2020 10:33


Money Hacks Ep 80: Controlling your fund fees is key to investment success 10:32 min Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This episode tackles the importance of understanding and controlling your investment costs or fees, so you can let the power of compounding interest work for you. Chris Lim hosts Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option. They discuss the following points: 1. Are Singapore's investment fees higher than average sales and fund level fees globally? (1:08) 2. What is the little-known "trailer" fee in this industry? How that is practised here and why the investor does not see this (1:50) 3. The trailer fee raises the question: Are you working in the best interests of the client? (3:02) 4. Is there a way around this? Should your fund managers rebate that trailer fee to you here when they receive it? (4:48) 5. Why just a 1% fee difference over many years can result in compounding costs eating into your returns (7:20) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Discover Money Hacks Podcast fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt WealthBT Podcast on: http://bt.sg/btwealthbt BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

The Business Times Podcasts
Controlling your fund fees is key to investment success: Money Hacks Ep 80

The Business Times Podcasts

Play Episode Listen Later Sep 27, 2020 10:33


Money Hacks Ep 80: Controlling your fund fees is key to investment success 10:32 min Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This episode tackles the importance of understanding and controlling your investment costs or fees, so you can let the power of compounding interest work for you. Chris Lim hosts Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option. They discuss the following points: 1. Are Singapore's investment fees higher than average sales and fund level fees globally? (1:08) 2. What is the little-known "trailer" fee in this industry? How that is practised here and why the investor does not see this (1:50) 3. The trailer fee raises the question: Are you working in the best interests of the client? (3:02) 4. Is there a way around this? Should your fund managers rebate that trailer fee to you here when they receive it? (4:48) 5. Why just a 1% fee difference over many years can result in compounding costs eating into your returns (7:20) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Discover Money Hacks Podcast fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt BT WealthWise Podcast on: http://bt.sg/btwealthwise BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

The Business Times Podcasts
ETFs and unit trusts, what are the differences and misconceptions?: Money Hacks Ep 79

The Business Times Podcasts

Play Episode Listen Later Aug 30, 2020 9:23


Money Hacks Ep 79: Differences and misconceptions over ETFs and unit trusts 9:22 mins Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This episode tackles the importance of knowing the pros and cons of ETFs and unit trusts. Chris Lim hosts Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option. They discuss the following points: 1. What are ETFs and unit trusts and are there big differences between them? (0:45) 2. Are unit trusts and mutual funds the same product? (2:32) 3. Why are ETFs essentially a wrapper for products like funds, Reits or bonds, so they can be traded on exchanges? How does that impact the net asset value? (3:15) 4. Unit trusts are more convenient for investors who do not need intra-day liquidity (4:55) 5. What are the differences between ETFs on SGX as compared with the US or the UK? (5:40) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow Money Hacks podcasts fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt BT WealthWise Podcast on: http://bt.sg/btwealthwise BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

Money Hacks
S1E79: ETFs and unit trusts, what are the differences and misconceptions?: Money Hacks Ep 79

Money Hacks

Play Episode Listen Later Aug 30, 2020 9:23


Money Hacks Ep 79: Differences and misconceptions over ETFs and unit trusts 9:22 mins Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This episode tackles the importance of knowing the pros and cons of ETFs and unit trusts. Chris Lim hosts Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option. They discuss the following points: 1. What are ETFs and unit trusts and are there big differences between them? (0:45) 2. Are unit trusts and mutual funds the same product? (2:32) 3. Why are ETFs essentially a wrapper for products like funds, Reits or bonds, so they can be traded on exchanges? How does that impact the net asset value? (3:15) 4. Unit trusts are more convenient for investors who do not need intra-day liquidity (4:55) 5. What are the differences between ETFs on SGX as compared with the US or the UK? (5:40) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow Money Hacks podcasts fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt WealthBT Podcast on: http://bt.sg/btwealthbt BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

The Straits Times Audio Features
Passive vs active investing - debunking misconceptions: Money Hacks Ep 72

The Straits Times Audio Features

Play Episode Listen Later May 24, 2020 12:59


Money Hacks Ep 72: Passive vs active investing - debunking misconceptions  12:59 min Synopsis: In this fortnightly podcast series on Mondays, The Business Times breaks down actionable financial tips. In this episode, we talk about passive and active investing, ETFs and unit trusts. Why should the average investor care about the differences? Host Chris Lim speaks remotely with Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option, as he explains the following points: 1. Understand why you have a historically proven 17% chance of "beating the market" over a 15-year period even as a professional or "active" investor (2:30) 2. What is the difference between active and passive investing? (5:53) 3. Understand the differences between cash, high-quality government debt like Singapore Savings Bonds, corporate bonds and equities (6:21) 4. How digital investment advisers can help you with lower costs and passive investing coupled with strategic asset allocation (9:40) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Discover Money Hacks Podcast fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGd Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg See omnystudio.com/listener for privacy information.

The Business Times Podcasts
Passive vs active investing - debunking misconceptions: Money Hacks Ep 72

The Business Times Podcasts

Play Episode Listen Later May 24, 2020 12:59


Money Hacks Ep 72: Passive vs active investing - debunking misconceptions  12:59 min Synopsis: In this fortnightly podcast series on Mondays, The Business Times breaks down actionable financial tips. In this episode, we talk about passive and active investing, ETFs and unit trusts. Why should the average investor care about the differences? Host Chris Lim speaks remotely with Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option, as he explains the following points: 1. Understand why you have a historically proven 17% chance of "beating the market" over a 15-year period even as a professional or "active" investor (2:30) 2. What is the difference between active and passive investing? (5:53) 3. Understand the differences between cash, high-quality government debt like Singapore Savings Bonds, corporate bonds and equities (6:21) 4. How digital investment advisers can help you with lower costs and passive investing coupled with strategic asset allocation (9:40) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Discover Money Hacks Podcast fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt BT WealthWise Podcast on: http://bt.sg/btwealthwise BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

The Business Times Podcasts
Should you invest your CPF money in a turbulent market?: Money Hacks Ep 66

The Business Times Podcasts

Play Episode Listen Later Mar 1, 2020 12:14


Money Hacks Ep 66: Should you invest your CPF money in a turbulent market? 9:06 min Synopsis: In this fortnightly podcast series on Mondays, The Business Times breaks down actionable financial tips. In this week's episode, we talk about CPF investments, and if you should invest them in a turbulent market. Chris Lim hosts Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option, as he answers the following: 1. What is the difference between traditional CPF investment schemes and digital schemes? Are there hidden fees? (1:02) 2. In a turbulent market now worsened by the coronavirus threat, should you invest your CPF funds? (4:09) 3. CPF is your long-term money. How can it perform if you take a similar long-term market view versus just leaving it in CPF? (5:14) 4. Invest wisely, strategically, not tactically. Strategic investment means a long-term approach, whereas a tactical investment means trying to beat the market with constant changes. Find out the pros and cons of such approaches (9:29) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Discover Money Hacks Podcast fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt BT WealthWise Podcast on: http://bt.sg/btwealthwise BT Podcasts on: https://bt.sg/btmoneyhacks Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

The Straits Times Audio Features
Should you invest your CPF money in a turbulent market?: Money Hacks Ep 66

The Straits Times Audio Features

Play Episode Listen Later Mar 1, 2020 12:14


Money Hacks Ep 66: Should you invest your CPF money in a turbulent market? 9:06 min Synopsis: In this fortnightly podcast series on Mondays, The Business Times breaks down actionable financial tips. In this week's episode, we talk about CPF investments, and if you should invest them in a turbulent market. Chris Lim hosts Gregory Van, chief executive and founding partner of Endowus, the only digital investment adviser that now has a CPF investment option, as he answers the following: 1. What is the difference between traditional CPF investment schemes and digital schemes? Are there hidden fees? (1:02) 2. In a turbulent market now worsened by the coronavirus threat, should you invest your CPF funds? (4:09) 3. CPF is your long-term money. How can it perform if you take a similar long-term market view versus just leaving it in CPF? (5:14) 4. Invest wisely, strategically, not tactically. Strategic investment means a long-term approach, whereas a tactical investment means trying to beat the market with constant changes. Find out the pros and cons of such approaches (9:29) Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Discover Money Hacks Podcast fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGd Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. Thank you for your support! ST & BT Podcasts picked up a silver medal for Best Digital Project to engage younger and/or millennial audiences at 2019 Asian Digital Media Awards by Wan-Ifra: https://str.sg/Jw5T  See omnystudio.com/listener for privacy information.

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