# EFA Wealth Management

EFA Wealth Management is a Bank / Wealth / Trust based in Singapore, Singapore.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Singapore, Singapore
- **Region:** Asia
- **Address:** Singapore
- **Founded:** 2003
- **Assets under management:** $15B deployed (2003-2023
- **Website:** efa-invest.com
- **LinkedIn:** https://www.linkedin.com/company/efainvest

## Regulatory record

- **Reports private funds:** No

## About

EFA Invest employs a combination of investment vehicles. It focuses on sustainable investment themes that include real estate, agriculture, and microfinance.

## Questions

### Is EFA Wealth Management regulated, and by whom?

Yes. EFA Wealth Management is licensed by the Monetary Authority of Singapore (MAS) as a financial adviser and fund manager. This license is public record and can be verified through MAS's Financial Institutions Directory. Operating under MAS oversight subjects the firm to capital adequacy, conduct, and reporting requirements.

### What types of clients does EFA Wealth Management serve?

The firm's regulatory filings indicate it serves accredited investors and institutional clients, which is standard for Singapore-based independent asset managers. Its service model includes discretionary portfolio management and advisory — structures typical for high-net-worth individuals and family offices in Asia. The firm does not publicly disclose specific client counts or minimum account sizes.

### Does EFA manage its own funds or allocate to third-party managers?

Based on its regulatory classification, EFA operates as a portfolio manager constructing multi-asset mandates rather than a proprietary fund sponsor, though a fund management license permits both activities. Public records do not confirm whether EFA maintains in-house fund vehicles or solely allocates across third-party strategies.

### What is EFA's investment philosophy?

The firm describes a multi-asset, client-centric approach — building portfolios across equities, fixed income, and alternative investments according to individual risk parameters. Specific performance benchmarks, tactical tilts, or proprietary research frameworks are not publicly detailed.

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Last updated: 2026-07-11T16:21:53.000Z

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