Merliance Capital Launches First Pre-IPO Fund for UHNW Clients, Building on 5-Manager Singapore Platform
Updated
Updated · Hubbis · Aug 18
Merliance Capital Launches First Pre-IPO Fund for UHNW Clients, Building on 5-Manager Singapore Platform
1 articles · Updated · Hubbis · Aug 18
Summary
Merliance Capital has launched its first pre-IPO fund after setting up an umbrella investment structure, adding proprietary investment capability to its ultra-high-net-worth offering.
The Singapore-based firm says the fund is part of a broader multidisciplinary model for clients whose needs span portfolio management, corporate finance, liquidity, succession planning and custody across jurisdictions.
Five relationship managers currently anchor that model, supported by senior hires including former Credit Suisse Asia-Pacific investment-banking COO Mark Pawley and a CIO who previously managed more than $1 billion at Fullerton.
Merliance pairs independent advice with execution access through banks, brokers and direct issuer relationships including UBS, SBI and Leonteq, while keeping Singapore as its booking center and delaying geographic expansion such as Dubai.
Kelvin Leong said growth will stay selective and technology will focus on pricing, reporting and data consolidation rather than replacing adviser-led relationships for major wealth decisions.