Small acts: Building sustainable, generational wealth with UBB Amanah Berhad

15 July 2022

Each generation wants to leave behind a legacy. It could provide security, comfort, and peace of mind for the next generation. Whether or not the legacy is something to be proud of depends entirely on how much preparation is made.

Building a legacy is not simply about immense wealth. It is about setting up a concrete plan of action that will be executed efficiently during the time of need. It does not require dynastic wealth to get started. 

Building a trust works for anyone; those saving for themselves and their families, or even those who wish to bequeath a portion of their wealth to a charitable body.

Legacy or generational wealth includes financial assets — such as property, investments, money, or anything with a monetary value — that you pass down from one generation to the next. Intangible assets, like financial education, values, and habits are an equally important part of the equation.

UBB AMANAH BERHAD

UBB Amanah Berhad has been leading the way, as Malaysia’s foremost private trust company since 1988.

With clients ranging from individuals to large organizations, UBB Amanah Berhad achieved an impressive and impeccable track record in the trust services industry, as it strives to consistently innovate and create workable and bespoke solutions for its clients, consistently meeting high standards and expectations, and producing long-term and respectable value for its stakeholders.

In addition to servicing the needs of its clients and beneficiaries, UBB Amanah Berhad is committed to creating more opportunities for ordinary people to generate and preserve wealth.

AT ITS HEART

Guided by strong core values and rooted fundamentals, the company employs its hard-won financial know-how to help its clients attain their financial goals; advising them on how to achieve debt freedom, save for retirement, and build generational wealth — whether they are middle-class or aspiring to be.

Dedicated to developing a long-term, sustainable, and rewarding relationship with each of its clients, UBB Amanah Berhad draws on the expertise of its Board of Directors, which consists of distinguished and eminent individuals, including a former Deputy Minister, a former Judge, and former Chairman of the Bar Council of Malaysia, as well as a highly trained and experienced management team.

It is not just about wealth preservation but also wealth accumulation, as the company puts the wealth under its trust back to work, finding and investing in the right opportunities, ensuring consistent growth of the trustee’s funds.

Today, with more than RM2billion under its trust management, UBB Amanah Berhad has grown from strength to strength, providing unparalleled and exceptional service in the trust industry.

THE FUTURE

Building a legacy is almost like building a trust. It is about making good decisions that will have a lasting impact and can protect your future, your loved ones, and your values. To achieve success, meticulous planning and constructive execution must serve as the bedrock.

Centered around people, their evolving needs, and their passions, UBB Amanah Berhad has come a great distance, and is being propelled ahead by the very same core values of its foundation. 

Great opportunities lie ahead for those who have placed their trust with UBB Amanah Berhad.

_{This article is for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. If professional advice is needed, the services of a professional advisor should be sought.}

NMT