Investment Advisory (Non‑discretionary)

OUR EXPERTISE

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.

What We Look For

We apply a rigorous, multi-dimensional framework to assess fund managers—focusing not just on performance, but on philosophy, process and people.

1

Variable Capital Company (VCC)

A flexible fund structure allowing multiple sub-funds under one entity, each with separate assets and liabilities. Ideal for efficient, scalable fund management.

2

Trusts

A legal arrangement where a trustee holds and manages assets on behalf of beneficiaries, often used for estate planning, wealth protection and succession.

3

Corporate Holding Companies

A central entity that holds shares in other businesses to streamline ownership. Commonly in jurisdictions with favorable regulatory and fiscal systems.

4

Offshore Vehicles

Entities established in jurisdictions offering tax neutrality, privacy and investor-friendly regulation. Widely used for cross-border investments.

5

Insurance Wrappers

Structured life insurance policies that combine investment management with estate planning and tax deferral benefits within a compliant and confidential framework.

6

Foundations

Often used for philanthropic or legacy purposes, particularly in civil law jurisdictions to manage assets with more permanence and purpose-driven control.

What We Bring To You

Our clients gain the confidence and clarity that come from our institutional-grade processes and globally experienced team.

The Universe of Fund Managers

We keep a pulse on the global manager landscape and their various strategies to bring you updated news, trends and insights.

Due Diligence Best Practices

We implement systematic frameworks, analyzing qualitative and quantitative metrics across asset classes.

OCIO and ECIO Partnerships

We work closely with your in-house team as your Outsourced CIO (OCIO) or Enhanced CIO (ECIO). We seamlessly integrate with your existing set-up.

Independent Reporting & Assessments

We generate deep portfolio diagnostics, performance attribution and risk analysis to help you make better decisions.

Not sure what's really inside your portfolio?

Let us uncover what truly drives results.

Contact Us

info@essentiapartners.com.sg

+65 97919130

Address

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

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