ABOUT Essentia

Your Partner in
Building tomorrow's wealth.

Essentia Partners is an independent asset and fund manager based in Singapore.

We manage assets via our External Asset Manager (EAM) platform and through our own funds platform to capture unique assets and investment opportunities that complement traditional bank shelves.

Our Team

Experienced, Dedicated, Independent.

Ambrose Tan

Ambrose Tan

Chief Executive Officer

Ambrose brings over 38 years of experience in the financial industry. Prior to Essentia Partners, he served as Head of Central Dealing/Treasury, Asia‑Pacific at Aberdeen Standard Investments Asia. His expertise spans structured products, portfolio risk management and trading oversight across multiple asset classes.

Kevin Fan, CFA

Kevin Fan, CFA

Chief Investment Officer

Kevin has over 15 years of investment and wealth management experience across global markets, covering both traditional asset classes but with a particular emphasis on alternatives such as real estate, private equity, and alternative credit. He was one of the founding members of Salter Brothers Fund Management in Australia, where he played a pivotal role in building up the firm from its early stage into a leading boutique funds management house of multi-billion scale serving both high-net-worth and institutional investors; he continues to contribute as a Non-Executive Director, providing independent oversight while shaping long-term strategic direction, strengthening governance frameworks, and advising on capital allocation and growth initiatives. Earlier in his career, he held a senior role in the wealth management division of HSBC, where he was instrumental in driving business development and delivering tailored solutions for private clients. He holds a B.Sc. in Environmental Science & Engineering from Fudan University and is a CFA charterholder.

Essie Cen

Essie Cen

Executive Director

Essie has over a decade of experience in private equity and M&A, with a strong track record across China and Southeast Asia. She built her career within Fosun-affiliated investment platforms, where she played a pivotal role in executing numerous landmark deals spanning consumer, healthcare, technology, and financial services. Her expertise covers the full transaction cycle, from deal sourcing and investment structuring to execution and post-investment value creation, often involving complex cross-border elements. With 10+ years of hands-on experience, Essie has developed a distinctive edge in alternative investments, consistently delivering results in high-profile transactions. She holds an M.Sc. in Quantitative Finance from Singapore Management University.

Ariel Ong

Ariel Ong

Business Operations Manager

Ariel has over 7 years of experience in financial administration and operational management, with expertise spanning fund administration, back-end processes, and business support. She began her career at OCBC, contributing to the bank’s marketing and fintech division, where she was actively involved in researching and evaluating innovative technologies for integration into mobile platforms to enhance business banking solutions. Over the years, she has built a strong track record in streamlining operations, ensuring governance in administrative functions, and supporting investment activities with operational rigor. Ariel holds a Diploma in Financial Informatics from Ngee Ann Polytechnic as well as a Certificate in Fund Administration.

Rachel Koh

Rachel Koh

Business Development Executive

Rachel has over 15 years of experience in banking and finance, focusing on client acquisition and business development in the Private Client segment. She holds a B.A. in Psychology & Social Work from National University of Singapore.

Yee Er Chang

Yee Er Chang

Marketing Director

Yee Er is a seasoned fund manager with a robustbackground in asset management, adept inbusiness development, fundraising and corporatefinance. She has all rounded experience inmanaging illiquid assets across China, India, ASEANand Australia and has proven track record ingenerating consistent returns for investors. Over 15years of career in investment, she has accumulatedexperience in investment sourcing, structuringvaluation and asset management.

Additionally, Yee Er is also experienced inmanaging family office client assets that made hera versatile fund manager with a multi-generationalrisk management perspective.

OUR INVESTMENT PHILOSOPHY

The Endowment Approach:
Built to Last

Markets evolve; our approach evolves with them. We blend strategic asset allocation with dynamic tilts, rigorous manager selection and risk management to pursue resilient compounding over full cycles.

Our 6 Core Principles

1

Built Around Your Needs

Our advice begins with your goals—not generic market predictions. We design portfolios with your real-life objectives at the center.

2

True Diversification

We go beyond the typical stock-and-bond mix. You gain access to alternative strategies not commonly available in traditional portfolios.

3

Think in Decades, Not Quarters

We focus on long-term results, not short-term noise. Our disciplined approach is designed to stay the course, helping you avoid reactive decisions.

4

Complete Independence

Our open-architecture model means we choose only what's best for you, without hidden fees or conflicted incentives.

5

Specialist-Led Portfolios

We identify and partner with elite fund managers who consistently demonstrate expertise in their specific asset classes.

6

Resilient by Design

Our goal is to minimize inter-correlation to enhance durability. Thoughtful allocation protects during downturns while keeping you positioned for opportunity.

The Keys to Our Success

Manager Selection:
How We Execute on Expertise

As part of our specialist-led approach, we identify and partner with elite fund managers who are entrusted with key responsibilities in security selection and market timing. These relationships provide institutional-level access, without additional layers of cost.

Due Diligence:
The Engine That Drives Us

Our process goes beyond performance stats—it evaluates the integrity, transparency and alignment of every manager we partner with. From initial screening to ongoing oversight, we ensure your capital is managed with care and accountability.

The Evolution of Asset Allocation

Investment strategies have undergone a profound transformation over the past century. As markets evolved and access to new asset classes expanded, so too did the way portfolios are structured for long-term growth and resilience.

FOUNDATIONS
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1930-1980
AGE OF 60/40
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1980-2000
BARBELL PORTFOLIO
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2001-2020
MULTI-ASSET
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NOW

At Essentia, we embrace this modern, multi-asset approach to help clients capture broader opportunity sets. It's a key pillar of our investment philosophy, and a powerful engine for long-term, risk-adjusted returns.

General FAQs

Contact us for more information

Independence & Alignment — We are product‑agnostic and free from sales targets. Our only priority is your outcome.

Open Architecture — We access best‑in‑class managers, banks and private deals across asset classes and geographies.

Institutional Discipline — Robust portfolio construction, risk controls and ongoing monitoring underpin every mandate.

Local Roots, Global Reach — Headquartered in Singapore with deep expertise in Asia and connectivity to global opportunities.

Partnership Mindset — Long‑term relationships, transparent reporting and a service model built around your needs.

Two complementary engines drive outcomes:

• Funds (Gap‑Finding & Access): Research‑driven funds that target market gaps and under‑researched segments often not available on traditional custody platforms — including selective private market and alternative strategies under robust governance.

• EAM (Independent, Research‑Led): Discretionary and advisory mandates delivered through open architecture, with disciplined portfolio construction, risk management and cost control.

1. Discover — Understand objectives, constraints, risk tolerance, liquidity and values.

2. Design — Propose an investment policy and portfolio blueprint across public and private markets.

3. Implement — Execute allocations with disciplined sizing, manager selection and cost control.

4. Steward — Monitor, rebalance and report; surface new opportunities; coordinate with tax, legal and trustees.

Markets evolve; our approach evolves with them. We blend strategic asset allocation with dynamic tilts, rigorous manager selection and risk management to pursue resilient compounding over full cycles.