Ms Steffanie Yuen
Managing Director, Head of Hong Kong
Endowus
Steffanie Yuen is Managing Director and Head of Hong Kong at Endowus, a leading fee-only wealth platform in Asia and the first digital wealth advisor in the region to offer holistic wealth management for both private wealth and public pension savings for individuals.
Before joining Endowus in 2022, Steffanie was Managing Director at Hong Kong-based asset manager Value Partners, responsible for Direct Distribution, Marketing and Investor Relations functions, as well as other key strategic growth initiatives.
Prior to that, she was Business Development and Strategic Partnerships Director at Alibaba’s fintech affiliate Ant Group, responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners. She led the setup of Ant Group's joint venture with U.S. asset manager Vanguard Group in Shanghai in 2019. The joint venture was the first independent fund investment advisory firm approved by the China Securities Regulatory Commission (CSRC) where she served as Chief Marketing Officer and Head of Investor Advisory Service.
Steffanie started her career in investment banking with Barclays and Deutsche Bank in Hong Kong. She graduated Summa Cum Laude from New York University’s Stern School of Business with a Bachelor of Science degree in Finance and Accounting and a minor in International Politics.
Steffanie is currently the Co-Chair of the Wealth & InvestTech Committee of the Fintech Association of Hong Kong and holds the CFA Certificate in ESG Investing.