What Our Clients Say About Us

We’ve had the good fortune of building close ties with our clients; and, like any other well-established organisation, we are both thrilled and humbled to find that our services are appreciated. Here’s what they have to say about us.

I have been dealing with UBB for almost 7 years and I am consistently impressed by UBB analysis of my situation. I always feel like UBB who puts my needs first and I would not hesitate to recommend UBB to anyone.

Roslan M. Hamid


We have three young children and have a very busy work life. We knew we needed to save for our children’s education but we just hadn’t got round to it. Luckily with UBB Education Trust, it provides us with peace and effective way to ensure all our children will have the university education we dreamed about.

Suraya A Mohamed

Professional Network Builder

“UBB has been our trust advisor for many years and helped my family plan our upcoming retirement and generation planning. Until we met UBB, we were really worried. UBB consistently offers practical trust and financial advice and is sensitive to our concerns. UBB explored ways to generate the income we will need and put our minds at ease. UBB understanding of our situation and their carefully considered trust strategies have resulted in a solid trust structure that will give me and my family a comfortable lifestyle that we want in retirement.”

Dr. Winston C.M Chew

“My husband and I came to you to discuss our personal assets and to also discuss the options that were available for our future financial trust planning. We were very impressed with the personalised professional service and advice given to us, and how you have tailored this trust structure specifically to suit our situation and future needs. We felt very comfortable to put our finances and assets in your care and for you to guide us in the right direction. We found you to be the most professional of those we interviewed. I have no hesitation in recommending UBB AMANAH services with complete trust and I look forward to a continued relationship with you.”

Olivia L.

Director, Retail & Marketing

“Last year we sought UBB Trust services to advise us on planning for our financial security in retirement. Since that time, we have had several meetings with you which have served a number of purposes including our retirement expectations and longer-term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. UBB are always happy and engaging, but at the same time, we are never in doubt of UBB professional acumen. UBB always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion”

Sean W. Grayson

CEO, Engineering and Construction

“Rarely in my professional career have I come across a trust company that exists to serve the best interests of retail customers. UBB went far beyond courtesy; it was genuine concern and a desire to serve. If you’re looking for a trust structure or financial trust advice to plan for your yourself and your family assets, you need not look any further than UBB AMANAH. They have earned my loyalty and I recommend them with the highest praise.”

Lim C.H

Director, Category Management

“We have been with UBB AMANAH now for 7 years. Their dedicated team have made an effort to get to know us and so the trust services we receive feels very personal. UBB has helped us to focus on what we want out of life and is helping us and our children to realise our current and future plans. The peace of mind we have from knowing our finances and assets are being so well managed is priceless.”

Douglas & Wendy Lim

“I find UBB Amanah welcoming friendly and their trust consultant spends time with you. If your not sure about something, UBB Trust Consultants takes the time to explain it no matter what it is. On the financial side they will give you guidance but at the end of the day they allow you to do what you want. It’s a very personalized business and I like that. You are treated like a family not just a number.”

Dr Yap Kian Seng

“UBB Amanah was recommended to us by a relative friend of ours. After weeks of discussion, UBB immediately made us trust them and feel comfortable. Their services and proposal was very helpful towards our current and future family planning. UBB was extremely patient with all our questions and empathetic to our concerns including some unique ones we had before. My wife and myself have been very pleased with the services thus far and feel completely comfortable with UBB Amanah. Thank you. ”

Dr Siva Nathan & Dr Jacinta Nathan

“When my husband died very suddenly at the age of 38, leaving me with two small children, I was devastated, but luckily with the UBB Cash Trust that was being created by my husband, I was able to use the funds to continue my daily activities including paying all my monthly commitment and to look after my children expenses and education fees. Thank you UBB AMANAH for creating this wonderful Cash Trust products.”

Rani Naidu


“UBB and their staffs are fantastic. They took the time to understand my needs and wants and then provided me with several trust structure, the pros and the cons that ensured all my needs were met. The ongoing communication and quality of service is superb and at a level rarely seen or experienced these days in the trust industry or even the banking and finance industry.”

Haridas R.

Software Developer

“I have been a client of UBB AMANAH since 2013 and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to UBB AMANAH and they also are very happy with their services. I will definitely continue to rave about UBB AMANAH’s services.”

Raja A. Adam

Chief Executive Officer

“Never ever, ever, since we have been with UBB AMANAH from 2013, have I ever gone to bed worrying about future finances. You take care of our family affairs fully – thank you!”

Cindy Loh M.Y

System Admin & Infrastructure

“It’s a pleasure to work with UBB AMANAH because they share many of the same attributes that we value which is customer focus, resourcefulness, and the ability and sense of urgency required to deliver the optimal trust planning. They have the expertise to evaluate and structure trust products, which is critical to accelerating our family and succession planning and ensuring a successful outcome for us.”

Jonathan Pang


“The trust knowledge and products structured by by UBB AMANAH have helped us to have greater clarity in our financial planning and also decrease our actual risks in conventional investment. Most importantly allowing us to have a proper planning for any unforeseeable circumstances and better pursue in our financial goals for our family and generation to come. Thank You UBB AMANAH”

Azlan S. Aziz

Customer Analytics Manager

“Since being introduced to UBB Trust, my financial goals have never been better. From a scarcity mindset to an abundance mindset, I have begun to understand the importance in having a trust not just for me but also my family. The level of commitment, knowledge and understanding from UBB towards me and my family have been wonderful and now I can honestly say, I am at peace.”

Sabrina O. Vlad

Researcher & Analyst, MNC

“Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own estate planning. UBB Amanah has developed a bespoked trust structure that allows me to take much greater control of my estate planning, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with UBB Amanah sooner!”

Khairul & Jane Lai

“We have been very more than satisfied with the services provided by UBB Amanah and over the years and the management of our trust estate planning and our financial goals has remained secure to the extent that we can look forward to our late years with a degree of satisfaction knowing that our family lifestyle now and beyond are well protected.”

Dato Sri & Datin Sri Tan SK

© 2020 UBB Amanah Berhad Powered by Chakrasuria



B-G-09 Galeria Hartamas,
No.21, Jalan 26/70A, 
Desa Sri Hartamas, 50480, 
Kuala Lumpur

UBB Private

B-G-07 Galeria Hartamas,
No.21, Jalan 26/70A,
Desa Sri Hartamas,
Kuala Lumpur


© 2020 UBB Amanah Berhad Powered by Chakrasuria

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