Our Expertise
Our solutions are built on independence, open architecture and disciplined risk management.
Discretionary Portfolio Management
We construct and manage bespoke, risk-managed portfolios, integrating our independent views with due diligence across public and private markets. Portfolios are tailored to objectives, risk tolerance, liquidity and cash flow needs.
Investment Advisory (Non‑discretionary)
We provide idea generation, trade structuring and ongoing advice while clients retain execution control. Our network provides selective access to private equity, venture opportunities and alternative credit to enhance diversification.
Funds Management
We originate and manage research‑driven investment strategies that exploit structural gaps across public and private markets. These strategies complement EAM portfolios and provide differentiated exposures beyond traditional bank custody platforms.
Cash & Liquidity Management
Active cash segmentation and instrument selection form part of our EAM offering — optimising yield while maintaining appropriate liquidity and capital preservation. Cash solutions complement, rather than define, our broader investment platform.
Investment Vehicles
Selection and implementation of appropriate structures (e.g., VCC sub‑funds, SPVs) to improve governance, tax efficiency and operational control — with Essentia acting as fund manager where appropriate and working alongside leading administrators, custodians and legal counsel.
Wealth & Estate Planning
Coordinated planning across trusts, insurance and cross‑border considerations to safeguard and transition wealth in line with clients’ values and objectives, in collaboration with specialist partners.