Discretionary Portfolio Management

OUR EXPERTISE

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.

Our Strategies

Highly curated strategies that form the building blocks of your portfolio.

Cash Equivalents

Money Market, Short-duration Instruments

Public Equities

Long-only, Hedge Funds, Activism

Fixed Income

Long-only, Hedge Funds, Structured Credit

Private Equity

Buyouts, Secondaries, Venture & Growth, Turnaround, Fund of Funds

Private Credit

Direct Lending, Asset-backed Lending, Credit Secondaries, MBS

Real Assets

Commodities, Infrastructure, Real Estate

Our Methodology

We follow a structured, disciplined approach that combines academic rigor with practical market experience

1

Understanding Your Needs

Comprehensive assessment of your risk profile, return objectives, cashflow needs and expected liquidity events.

2

Strategic Asset Allocation

Evaluate existing portfolios to develop a customized strategy with tactical adjustments based on market conditions and cycles.

3

Strategy & Manager Selection

Choose top-performing managers worldwide, selecting complementary strategies to create a cohesive portfolio.

4

Optimized Execution

Ensure efficient implementation and capital deployment with a strong focus on minimizing drag, transaction costs and tax impact.

5

Continuous Oversight

Leverage on technology to provide real-time insights, with regular reviews and proactive rebalancing when appropriate.

Not seeing results?

We'll evaluate your current portfolio and fill in the gaps.

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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