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Our Services

Experience our comprehensive one-stop-shop service, harnessing the power of our legal, auditing, tax advisory, reporting, and operational expertise. Our specialists will lead you through the registration and onboarding journey, simplifying access to the fund setup. With our all-inclusive approach, we offer a yearly flat fee structure, ensuring transparent and predictable costs for your convenience.

Why Us?

MEREL Wealth, with its name derived from “MEaningful RELationship,” aims to foster sincere long term relationships with our clients while providing personalized attention and comprehensive fund management solutions. Our core focus is on the entire asset management infrastructure, encompassing critical elements such as governance, legal, risk management, investment, distribution capacities, alongside all-encompassing reporting and administrative facets. We differentiate by providing personalized, independent expertise, comprehensive solutions, and a client-centric approach for maximum financial well-being and future security.

Relationship

Our primary focus is on building long term sincere and meaningful relationships with the clients by going the extra mile to fulfill their needs and objectives. We prioritize trust, transparency, and open communication. We are dedicated to understanding the client’s unique circumstances, goals, and values. By placing their interests first, we strive to provide solutions that not only protect, manage and grow their wealth but also align with their personal values, financial aspirations, and long-term vision for their family and future generations. We pride ourselves on delivering proactive and responsive service. We are committed to being accessible to our clients, promptly addressing any questions, concerns, or changing circumstances. Our proactive approach ensures that we continually monitor and adapt strategies to align with their evolving needs and market conditions.

Expertise

We have established a strong professional network in Singapore, including accounting firms, banks, financial institutions, and legal experts. This network allows us to navigate the local landscape effectively and efficiently to execute fund transfers, apply for alternative citizenship and optimize tax. We leverage our connections to provide clients with reliable and trusted partners in Singapore. We take a tailored approach to each client’s needs by working closely with them to understand their specific requirements, risk tolerance, and investment objectives. By customizing our solutions, we ensure that the process aligns perfectly with the client’s goals and preferences. We also excel in consolidating client funds, which can be particularly useful when managing multiple accounts or investments. We streamline the wealth solutions process to and in Singapore, allowing for efficient consolidation of funds and providing a centralized platform for effective management.

Protection

We assist our clients in risk management through our services. For example, acquiring alternative citizenship offers individuals and families the advantage of diversification in terms of their legal status and rights. When establishing a family office with us, clients can implement effective asset protection strategies. By structuring their wealth within a family office, individuals and families can safeguard their assets from potential risks such as lawsuits, creditors, or unexpected financial liabilities. Our expertise in family office services ensures the implementation of appropriate legal structures and mechanisms to shield assets from potential threats. Furthermore, we provide wealth protection by employing tax mitigation strategies to minimize excessive taxation, leveraging international tax treaties and jurisdictions with favorable tax regimes.

^{Engage with us to safeguard, optimize, and expand your wealth, all while mitigating downside risk.}

GET IN TOUCH

Our Team

Andy Choi

Fund Manager

Andy is a seasoned professional with over a decade of invaluable experience in Investments and Fund Management. He has an impressive background, having served as the Executive Director and Chief Executive Officer of a Registered Fund Management Company.

Under his leadership, he has successfully overseen the launch and management of various Cayman/VCC Fund structures, collaborating closely with Asset Managers from diverse jurisdictions across the Asia Pacific region.

Andy’s meticulous approach to financial planning sets him apart, as he is dedicated to providing customized and personalized financial services advisory to his affluent clients. His extensive experience includes eight years at Dell Global B.V. (Singapore), where he excelled in managing the Asia Pacific retail operation and specialized in implementing six-sigma methodologies and leveraging data analytics.

Andy’s commitment to providing top-notch financial services, combined with his experience across different sectors and regions, positions him as a trusted advisor in the industry.
With Andy’s guidance, affluent clients can confidently navigate the complexities of the investment landscape, optimize their portfolios, and make informed decisions to enhance their financial prosperity. His ability to combine his extensive knowledge, meticulousness, and dedication to personalized service ensures that his clients receive the highest level of financial guidance and support.

He holds a Bachelor of Mechanical Engineering degree and is a member of the CFA Society of Singapore. Additionally, he recently completed an Executive Business Analytics course with the Wharton Business School.

Valerie Chai

Fund Manager

Valerie is a finance professional whose expertise spans over a decade, encompassing various facets of corporate finance as well as funds and wealth advisory.

Her extensive experience enables her to provide tailored solutions and strategic insights that consistently yield outstanding outcomes for her clients. With a track record of driving profitability and financial success, Valerie’s guidance has been instrumental in helping numerous organizations and high net worth individuals achieve their goals.

In addition to her corporate finance expertise, Valerie possesses exceptional proficiency in fund services. By leveraging her meticulous analysis and deep understanding of market dynamics, Valerie identifies lucrative investment opportunities and navigates risks to optimize performance. Her ability to develop fund structures, combined with knowledge in adherence to legal and regulatory requirements, ensures seamless operations and compliance.

Valerie’s academic accomplishments further demonstrate her commitment to excellence. Graduating as a distinguished scholar with First Class Honours, Dean’s List, and the prestigious C.H. Wee Gold Medal from Nanyang Business School laid a strong foundation for her future success. She further honed her expertise by completing her post-graduate studies with High Honours in Advanced Valuation at New York University Stern Business School. Additionally, her certification in Machine Learning for Business Application from the esteemed Massachusetts Institute of Technology highlights her ability to leverage cutting-edge technologies for the benefit of her clients.

Saud Siddique

Fund Advisor

Mr. Siddique, Odyssey Capital, and Chairman and CEO of Tigris, a sustainability focused investment firm, brings over 35 years of global experience. His extensive career includes 16 years at IFC, where he led investments in project finance and structured debt and equity in key infrastructure markets. Notably, he played a pivotal role in pioneering investments, including the Latin Power Fund, the first private equity infrastructure fund for emerging markets, the Asia Mezzanine Infrastructure Fund, and Profund, the first private equity fund targeting microlending institutions.

During his term as the CEO and Board Member of Hyflux Water Trust (HWT) from 2007-2009, Mr. Siddique showcased his fund management skills by leading the IPO on the Main-board of the Singapore Stock Exchange. His extensive experience in fund management includes roles at Srei Infrastructure Finance Ltd (SREI) from 2009-2013, where he served as Joint Managing Director, CEO, and Board Member, overseeing investment banking, venture capital, and treasury operations.

Furthermore, Mr. Siddique’s stint with Swiss Bank Corporation (now UBS) in New York involved responsibilities for structured finance, leveraged buyouts, leveraged leasing, asset securitization transactions, and investments in financial institutions and municipal water infrastructure projects in the U.S.

In India, he contributed as a visiting faculty at the Indian Institute of Management, Calcutta, and was actively involved in business organizations like the Indo-American Chamber of Commerce and Confederation of Indian Industry. His multifaceted career highlights his significant fund management and strategic leadership in global finance and infrastructure.

Daniel Yeung

Fund Advisor

Mr. Yeung is a co-Founder and Principal of Odyssey Capital and Tigris. He has over 20 years of infrastructure investment, investment banking, and infrastructure operating company experience. After establishing Odyssey Capital, he has advised more than a dozen companies in Asia on various strategic and fund raising mandates on Public Private Partnership (PPP) projects in growth markets in Asia, including India, Indonesia, Philippines, and Thailand.

Mr. Yeung was formerly an Investment Officer at International Finance Corporation (IFC), based in Hong Kong. He was responsible for business development, and delivering the investment program for IFC in the East Asia Pacific Region. He was part of a team which developed an investment pipeline of over USD1,500 million of investment opportunities (project financing, equity and mezzanine investments). He also supervised a number of IFC’s existing portfolio investments.

Mr. Yeung was formerly Senior Vice President of Srei Infrastructure Finance Ltd (SREI). He helped to set up the Singapore office, and was responsible for project and structured financing loans in India, and developing cross-border M&A infrastructure projects for SREI and its Indian clients. He led and negotiated a USD70 million credit line to SREI from a consortium of Dutch, French and German bilateral agencies. He represented SREI as a Board director of a USD150 million Singapore-based barge operator.

He also was an investment banker with Credit Suisse First Boston and Bankers Trust, in Sydney, where he worked on a number of landmark M&A transactions in the financial institutions group.

Professional Support

MEREL Wealth has developed a vast network of professionals and partners in the field of banks, funds, accounting firms, legal firms, alternative citizenship and family office services. This network includes immigration lawyers, tax advisors, fund managers, accountants, financial institutions, and other experts who can provide valuable insights and support. Leveraging their network, we can ensure that clients have access to trusted professionals who can assist with all aspects of wealth solutions. Our extensive professional network also allows us to conduct thorough due diligence on potential citizenship programs, service providers, and investment opportunities. We assess the reputability and credibility of various options, mitigating the risk of fraudulent schemes or unreliable partners. This due diligence process adds an additional layer of protection for clients, ensuring they make informed decisions and avoid potential risks.

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