Protecting your wealth.
Maximizing your
investment performance.

From wealth building to inheritance planning —
managed to global standards.

About Us

UBM has built a long-standing reputation as a trusted partner, providing independent and optimal asset management and financial services to clients around the world.
We work closely with each client, developing and supporting strategies aimed at maximizing their wealth.

Concept

A Financial Agency
Committed to You for a Lifetime

( 01 ) To 1% of Japan

Delivering Proper Financial Education
to 1% of the Japanese Population

The concepts of compound interest, diversification, and long-term thinking, which are common in the West, have not yet fully permeated in Japan. As inflation and the limitations of systems erode wealth, and the future of financial security in retirement becomes more distant, we aim to create a society where as many people as possible can develop the “ability to prepare.” To achieve this, we believe that advisors must first possess the right knowledge, support their clients, and transform the foundation of financial education in Japan.

( 02 ) Customer First

Unwavering Commitment
to Putting the Customer First

In an era where information is easily accessible, counterfeits are quickly exposed, and only the genuine remain. We prioritize the best interests of our clients, offering both domestic and international financial products and information. By doing so, we strive to optimize and maximize our clients’ assets from a neutral standpoint.

( 03 ) A global perspective

A Global Perspective Unbound
by Conventional Thinking

By actively incorporating the latest global financial education and product information, we aim to become professionals who lead Japan’s financial market from an international perspective by offering diverse options to our clients. We do not rely on secondary or tertiary information from literature or social media; instead, we go directly to the source, gaining firsthand experience and insights to share with our clients.

Vision
True Economy for Japan

We do not view the economy as merely a tool for pursuing profits.
The economy should be a force that saves people, transforms society, and serves as the foundation for building the future.
Our vision of “True Economy for Japan” is a challenge to break free from existing conventions and frameworks, opening the door to new values.

The life of our founder embodies this philosophy.
Having survived a reality where efforts were often unrewarded, and breaking through barriers to carve out new paths, these experiences have shaped who we are today.

What we aspire to is not just success, but the creation of a system where people grow and value circulates within society.
By harnessing the power of compound interest, we aim to build a new form of economy that benefits everyone.

We see the economy as a means of “salvation” for future generations.
Together with you, we will realize the “True Economy.”

Mission
Changing the Dimensions of Standards
to Achieve Salvation Explanation

The true value of an economy goes beyond money.
It lies in fostering human growth and energizing society itself.
Guided by our vision, “A Genuine Economy for Japan,” we are building a new cycle for the next generation—one shaped by new standards and new systems.

At the center of this mission is our role as a gateway to finance, dedicated to optimizing and elevating each client’s assets.
We stand alongside every life decision, expanding the possibilities of the future.
We believe that these efforts, accumulated one by one, have the power to lead Japan’s economy into its next phase.

Core Value
Break Free from the Limits

Those who work tirelessly believe that hard work will lead to an easier life. But what seems to be commonplace in the homes of acquaintances is absent in their own. Why are they still poor? The answer eludes the young, and their families have no time or energy to answer this question.

Some focus on the task at hand, determined to climb from the very bottom. Elites rise to the top of their field. But no matter how high they climb, a new “start from the bottom” awaits them. Unfamiliar parties, the glamorous world glimpsed through online searches. Does this path truly lead to where they hope? Recognize the limits you are trapped in. There are things that cannot be overcome by simply working hard. You must break the boundaries and create a new system.

The greatest invention of humanity: compound interest. We harness its full potential to create a system that generates profits. But it doesn’t stop there — it’s about helping our members and clients grow, enriching their lives. By creating new businesses, we aim for both individual happiness and the advancement of society.

The economy is not just about making money. It is a force that saves people and transforms society. To create a new standard that will rewrite Japan’s financial history, we continue our journey. Together with our members, we will open up a future beyond the current dimensions. The true form of the “True Economy” lies ahead.

Break free from the limits. Do not build the wrong foundation

Bring true economy to japan.

Bring true economy to japan.

Company Profile

Company Name
United BM Wealth Limited
Established
February 25, 2025
Address
( MALAYSIA OFFICE )
Unit Level 9F(2),
Main Office Tower, Financial Park Labuan,
Jalan Merdeka, 87000 Federal Territory of Labuan,
Malaysia
( JAPAN DESK )
3-9-11 Mita, Minato-ku, Tokyo 108-0073
RandL Takanawa Gateway, Room 505
CEO
Tomo Okoshi
Business Activities
•Asset-Building Management
•Investment Management
•Profit Stabilization
•Overseas Corporate Establishment Management
•Domestic and International Real Estate Services
•Organization and Management of Various Seminars
Get In Touch

Please contact us by Email.

All services will be provided in Japanese.

info@ubm-wealth.com

Inquiries are accepted via email.
We will respond in order during business hours (Weekdays 10:00–17:00, Malaysia Time).
Please note that we are closed on Malaysian public holidays.