Sean Wong, Endowus
Endowus has appointed Sean Wong as its head of investments, and Min Axthelm as its director of research.
Wong joins from Morgan Stanley Private Wealth Management Asia, and will oversee the management of Endowus’ investment and advisory solutions, as well as lead the investment office in optimising portfolio strategies and fund selections.
He will also be focusing on engaging with fund management companies to cultivate strategic relationships to broaden the range of investment solutions and market innovations in the sector.
Wong has 14 years of industry experience, and was an executive director in the investment management services team at Morgan Stanley Private Wealth Management Asia, serving as their head of offerings of all fee-based products and discretionary portfolios for the firms’ wealth management clients.
Before this role, Sean was a portfolio manager for Morgan Stanley’s discretionary fund-of-funds portfolios, and he began his career with BBR Partners, LLC, a boutique multi-family office in New York, focused on developing integrated investment solutions for ultra-high net-worth individuals and families.
Meanwhile, Min Axthelm joins Endowus as director of investment research. With a decade of experience in the investment industry, including fund manager due diligence and asset management, she arrives from Morgan Stanley in New York, where she was lead analyst with its wealth management global investment office, overseeing the due diligence process from inception to completion for US equity strategies and mutual funds.
Prior to Morgan Stanley, Axthelm was a global manager research investment analyst with the Wells Fargo Investment Institute. She has also held various positions at Dimensional Fund Advisors, and before that at Morningstar, where she helped build the retirement solution platform.