Investment Strategy
Growth
Everwise makes direct investments into growth-oriented companies. Our partners are some of the most promising companies in Asia today.
We recognise that the key to growing exceptional businesses is to support management’s vision with patient growth capital. We stand ready to add value to our partners through our business network and industry relationships.
Some of the criteria used in identifying our partners are:
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Potential to be a significant player regionally or globally
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Strong market position in their respective industries
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Sustainable competitive advantage
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Competent management team with good track record
Business Model
The Evolution of Business Models: Better Incentives Lead to Smarter Decisions
Aligned incentives lead to better motivation, choices, business models, advice, outcomes, and quality of life. At Everwise, we are committed to strengthening client relationships through a business model that matches the wealth entrusted to us by our clients:
What makes Everwise unique is that we do not earn compensation through subscription fees, transaction fees, leverage, or recurring trailing commissions.
Everwise charges clients only a clear and transparent asset management fee (0.25% to 0.60% annually), known in the industry as a "pure management fee model." This model ensures that our only motivation is to help clients grow their wealth, enabling us to wholeheartedly contribute to our clients' success without any conflicts of interest. Our clients' success is Everwise's success.
To ensure independence and alignment, we have innovatively introduced a 100% commission-free system. This is not only to reduce client costs, but more importantly, to ensure that our evaluation and selection of investment strategies are based on their value, and that our advice is based on client objectives, rather than on the amount of distribution commissions.
"Eliminating commissions makes the path to serving clients clearer. We serve clients. Clients should clearly understand how much profit we earn from them, and we must create value commensurate with our fees to build lasting trust, respect, and mutually beneficial partnerships."
Evolving Financial Outcomes: The Best Investment Strategies Should Stand Out
When screening investment strategies, we prioritize investment value, proven track records, and net returns after fees, rather than the distribution commissions that fund managers may pay.
We develop professional investment strategies for our clients and carefully select top-tier investment solutions. We partner with over 100 leading asset management companies globally, covering all major asset classes and strategies—cash management, fixed income, equities, real estate, private markets, hedge funds, and alternative investments, including passive, quantitative, active, long-short strategies, absolute return, arbitrage, and more—aimed at providing better investment solutions for everyone.
Everwise does not engage in trading individual stocks, bonds, or unlisted companies. We focus on investment strategies implemented by top-performing fund managers, as we believe that with industry-leading talent, systems, and scale, we can provide clients with superior risk-adjusted returns and increase the probability of achieving their objectives.
We search globally for top investment strategies, combining data and experience to assess quality, efficiently access resources, and provide evidence-based advice to help clients achieve their goals.