Endowus Report: 47% of investors in Hong Kong and Singapore plan to allocate funds to private equity.

Asia's independent wealth advisor and investment platform Endowus SmartSecurity Investment today released the "Private Wealth Insight Report 2025", revealing that compared to Singapore, private wealth investors in Hong Kong are more actively seeking alternative investment allocations. The report also found that private wealth investors are shifting towards pursuing personalized wealth strategies that are more in line with their life goals and planning, balancing returns, liquidity, wealth inheritance, and personal values. The report points out that 47% of investors in both locations plan to allocate to private equity, with structured products (42%), physical assets (41%), and private credit (40%) also receiving high attention, showing that alternative investments have become a core part of Xiandai Investment portfolios. Endowus SmartSecurity Investment in Hong Kong has already integrated alternative investments into the overall wealth strategy for nearly half (42%) of professional investors; private wealth investors in Hong Kong have a higher adoption rate of alternative investments (including hedge funds and private market solutions) compared to Singapore. Three-fifths of investors are seeking more diversified sources of income, especially those in middle age preparing for retirement. 40% (or two-fifths) of them list estate and inheritance planning as one of their main goals, indicating that the demand of private wealth investors is shifting from simple wealth accumulation to pursuing personalized wealth strategies that align with their life goals and planning, achieving a balance between returns, liquidity, wealth inheritance, and personal values. The report states that 70% of private wealth investors adjust their investment portfolios at least quarterly, and despite the availability of online self-service functions, investors are also seeking more professional and personalized advisory services. The demand for a "hybrid model" is rising, expecting a seamless digital experience combined with personalized professional advice, especially crucial in dealing with complex alternative investments and market fluctuations.