Heritage Meets Innovation

Investment Management & Advisory Solutions

Trusted expertise in wealth preservation and growth across generations.

Coming Soon

About Us

Our Origin

The Journey Begins

Established in 2024, Merliance Capital was born out of a shared vision between seasoned professionals with a deep-rooted passion for wealth and asset management.

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.

Kelvin Leong

Chief Executive Officer

A veteran in the private banking industry with more than 20 years of experience managing assets for ultra-high net worth clients at LGT and Julius Baer.

Tan Lee Tee

Chief Investment Officer

Over 20 years of experience in fund management with a strong track record in managing portfolios for institutional clients. Prior roles include equity analyst and portfolio manager at Lion Global Investors, Income Insurance and Fullerton Fund Management.

Our Expertise

Investment Management

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:

Disciplined Process

A systematic approach to asset allocation and security selection, underpinned by our proprietary AI investment platform.

Global Perspective

Access to worldwide investment opportunities across asset classes, sectors, and regions to optimize your portfolio.

Customized Solutions

Tailored investment strategies designed around your specific goals, time horizon, and risk tolerance.

Portfolio Management

Professionally managed investment portfolios tailored to your financial goals and risk tolerance.

Asset Allocation

Strategic distribution of investments across various asset classes to optimize returns.

Investment Research

In-depth market analysis and investment opportunities identification based on fundamental research.

Risk Management

Comprehensive strategies to protect assets and mitigate potential investment risks.

For Generations

Family Advisory

Our family advisory services extend beyond traditional wealth management to address the complex needs of multi-generational families. We help preserve not just financial capital, but also human and intellectual capital across generations.

Legacy Planning

Develop comprehensive strategies for transferring wealth and values to future generations in a tax-efficient manner that aligns with your family's vision.

Family Governance

Establish structures and protocols to facilitate family decision-making, communication, and conflict resolution for long-term harmony.

Next Generation

Prepare future leaders through financial education, mentorship, and guided participation in family wealth management activities.

Get in Touch

Contact

Kelvin Leong

Chief Executive Officer

kelvin@merliancecapital.com

Tan Lee Tee

Chief Investment Officer

leetee@merliancecapital.com

Our Office

Singapore

7 Temasek Boulevard #20-02A
Suntec Tower One
Singapore 038987

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Merliance Capital Pte Ltd
Company registration no.: 202417406Z