Trusted expertise in wealth preservation and growth across generations, serving ultra-high-net-worth families, family offices, and institutional investors.
About Us
Established in 2024, Merliance Capital was born out of a shared vision between seasoned professionals. Integrating private banking and asset management, our founders united their complementary skills to create a firm dedicated to providing tailored investment solutions. Together, they aspire to build a company that prioritizes trust, transparency, and sustainable growth for their clients.
While independent asset managers existed, few combined the deep expertise of seasoned ultra-high-net-worth relationship managers, institutional portfolio managers, and investment bankers under one roof. Even fewer embraced true innovation—some were still using legacy systems while the world demanded AI-powered solutions.
Heritage and innovation became our twin pillars. Inspired by the Merlion—Singapore's emblem of resilience and vision—we honor disciplined wealth stewardship while embracing bold, forward-thinking strategies. Our name, Merliance Capital, reflects this balance, echoing Merlion's Capital as a tribute to both tradition and progress.
We're building something different: a firm where time-honored investment principles meet advanced analytics, where bespoke solutions replace cookie-cutter products, and where client success—not sales quotas—drives every decision.
"To blend the wisdom of experience with the agility of innovation, ensuring prosperity endures for generations."
— Kelvin Leong, CEO Merliance Capital
Core Capabilties and Solutions
Institutional-grade portfolio management combining sophisticated research with our proprietary AI platform. We deliver customized investment strategies across Asian growth markets.
Comprehensive wealth structuring and governance solutions for ultra-high-net-worth families seeking sophisticated, multi-generational wealth preservation strategies.
Curated access to private markets and innovative financing solutions through our extensive partnership network, with rigorous due diligence processes.
Our proprietary AI platform and consolidated technology ecosystem deliver institutional-grade insights with unprecedented transparency across your global wealth.
Our Expertise
At Merliance Capital, we combine growth-oriented investment philosophy with state-of-the-art technologies and innovative strategies to preserve and grow your wealth. Our approach is characterized by:
A systematic approach to asset allocation and security selection, underpinned by our proprietary AI investment platform.
Access to worldwide investment opportunities across asset classes, sectors, and regions to optimize your portfolio.
Tailored investment strategies designed around your specific goals, time horizon, and risk tolerance.
Professionally managed investment portfolios tailored to your financial goals and risk tolerance.
Strategic distribution of investments across various asset classes to optimize returns.
In-depth market analysis and investment opportunities identification based on fundamental research.
Comprehensive strategies to protect assets and mitigate potential investment risks.
For Generations
Every family's wealth story is unique. We help you write the next chapter.
First generation entrepreneurs building foundational wealth through business success and strategic investments.
Second generation focused on protecting and diversifying family assets while establishing governance frameworks.
Third generation working to maintain family cohesion and shared values while pursuing individual passions.
Subsequent generations channeling family wealth toward meaningful impact and philanthropic endeavors.
Leadership Excellence
Our leadership team combines 85+ years of experience across private banking, institutional investment management, and capital markets with a shared commitment to fiduciary excellence.
20+ years managing ultra-high net worth assets at UOB Private Bank, Julius Baer, LGT Private Bank, and Standard Chartered Bank. Former Managing Director, Greater China. Entrepreneur with diverse business ventures across industries.
20+ years institutional fund management with first-quartile performance track record. Former portfolio manager at Lion Global Investors, Income Insurance, and Fullerton Fund Management. AI investment technology pioneer.
20+ years private banking experience with UOB, Julius Baer, LGT, and HSBC Global Private Banking. Former desk head in Greater China. Extensive investment banking transaction experience.
Executive Director with over 20 years of wealth management experience across Julius Baer, UOB, Bank of Singapore, and Standard Chartered. Holds qualifications in Banking, Finance, and Wealth Management, and also serves as an Independent Director at Singapore Chung Hwa Medical Institution.
Former Credit Suisse COO Asia Pacific Investment Banking. Led billion-dollar transactions including Raffles Hotel Group sale and PBL Melco Nasdaq IPO. Extensive regional office oversight experience.
Seasoned financial services leader with 20+ years in private banking and wealth management across Asia-Pacific. Previously MD International Markets at HSBC, former leadership roles at BNP Paribas and JPMorgan Chase. Chartered Accountant and YPO member.
25+ years operational excellence across Singapore financial institutions. Former Director at Fargo Wealth Management and One Heritage Capital Management. Specialist in regulatory compliance and family office management.
Get in Touch
Connect with our team to explore how Merliance Capital's innovative approach to wealth management can serve your family's unique needs and aspirations.
Let us understand your wealth management objectives and explore how we can serve your needs.
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: By appointment
Sunday: Closed
We typically respond to inquiries within 24 hours during business days.