SummitWealth Management

SummitWealth Management is a leading wealth management firm based in Kuala Lumpur, Malaysia, specializing in providing comprehensive financial advisory and investment management services to affluent individuals and families across Southeast Asia. Founded in 2020 by finance professional Amir Zulkifli, the firm focuses on delivering customized wealth management solutions, including asset allocation, estate planning, tax strategies, and risk management. SummitWealth Management is known for its deep market expertise and ability to create diversified portfolios that drive long-term financial growth.

With a team of 30 experienced financial advisors, SummitWealth Management manages a wide range of client portfolios, including investments in global equities, bonds, real estate, and alternative assets. The firm is also known for its commitment to sustainable and ethical investing, offering clients a selection of impact investment opportunities. One of TropiWealth’s standout successes includes managing the wealth of a leading tech entrepreneur in Malaysia, helping them grow their portfolio through strategic global investments.

SummitWealth Management is driven by values of client trust, innovation, and responsible investing. In 2023, the firm reported assets under management (AUM) of RM1.5 billion, with revenues of RM35 million. Looking forward, SummitWealth Management plans to expand its digital wealth management services and offer specialized investment products, such as green bonds and private equity, catering to a new generation of investors focused on sustainability and tech-driven financial solutions.