ABOUT Essentia

Your modern
investment partner.

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

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

Chief Investment Officer

Kevin has over 15 years of experience in investment and wealth management. Before joining Essentia Partners, he worked at Salter Brothers Fund Management in Australia, covering commercial real estate, private equity and alternative credit, and previously served as Vice President at HSBC Wealth Management. Kevin is a Non‑Executive Director at Salter Brothers, providing strategic insights. He holds a B.Sc. in Environmental Science & Engineering from Fudan University and is a CFA charterholder.

Essie Cen

Executive Director

Essie has extensive experience across private equity and M&A in China and Southeast Asia. She holds an M.Sc. in Quantitative Finance from Singapore Management University. Her focus areas include investment structuring, cross‑border transactions and alternative investments.

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.

Contact Us

info@essentiapartners.com.sg

+65 97919130

Address

7 STRAITS VIEW MARINA ONE EAST TOWER
#05-01 018936

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