OUR CLIENTS

Financial Intermediaries

  • Private Banks and Custodians
  • External Asset Managers and Independent Wealth Advisors
  • Fintechs and Platforms

Gain access to the same institutional-grade opportunities and rigorous due diligence typically reserved for large institutions—without the high minimums and hidden fees.

Discretionary Portfolio 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.

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Investment Advisory (Non‑discretionary)

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.

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Cash & Liquidity Management

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.

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THE ESSENTIA EDGE

Partnering to create better outcomes for your clients

Your vision, our execution

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Customized Products

We source and tailor investment products (eg. white-labelled) to make you stand out from your peers.

Strategy Development

We shape your internal and implementation strategies to ensure that both you and your clients win.

Operational Support

From compliance to reporting, we assist you behind-the-scenes so you can focus on what matters.

Turnkey Platform

Go to market with speed and confidence using our fully integrated and ready-to use platform.

OCIO & ECIO Services

Leverage our best-in-class investments team to drive growth without additional overhead.

Global Access & Insights

Tap into the best and latest strategies, curated by a team with deep market expertise and international reach.

FAQs for Financial Intermediaries

Have more questions? Let's talk!

General

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.

Investments

We create bespoke solutions based on your needs.Importantly, through our endowment-style Investment Philosophy, we identify top quality global managers and strategies for each sub-asset class that serve as the building blocks for your portfolio.

None—Our only requirement is for you to be an Accredited Investor to take advantage of AXSA's unique platform. ‍

We've successfully eliminated the barriers to entry for accessing top quality investment opportunities.

Aligning incentives with our clients is a priority. Our fees are transparent and highly efficient compared to your existing channels (eg. private banks).

AXSA never holds or takes direct ownership of clients' assets. ‍

All assets are directly owned by clients with their preferred bank or custodian.Clients retain full authority and access over any asset transfers. ‍

Check out our Investment Vehicles page for bespoke holding structures that you can create.

No, a bank account is not an imperative. ‍

But we can always help clients open accounts with a suitable bank based on their needs. We also work closely with the largest global and local banks to optimize clients' accounts.

Hoping for better outcomes than you're seeing now?

Let us provide a complimentary assessment tailored to your needs.

Contact Us

info@essentiapartners.com.sg

+65 8945 9493

Address

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

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