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SBI Rheos Capital Works: Name Change Announcement

SBI Rheos Capital Works, Inc., formerly known as Leo Capital Works, is set to undergo a name change on December 1, 2026. This change, pending approval at the company's general shareholders' meeting, reflects the firm’s commitment to enhancing its financial services through consolidated branding within the SBI Group.

Background of the Name Change

Founded in 2003, SBI Rheos Capital Works has been dedicated to contributing to society through capital markets. Since its inception, the company has managed assets for institutional investors, including domestic corporate pension funds and international sovereign wealth funds. Emphasizing both robust asset management and growth, the firm tailors its services to meet the needs of individual investors in Japan.

In 2008, SBI Rheos launched the popular “Hifumi” series investment trust aimed at assisting individual investors with long-term asset accumulation. The firm joined the SBI Group in April 2020, and as of December 2025, it became a wholly-owned subsidiary of SBI Global Asset Management.

With the adoption of the NISA system, the demand for long-term asset creation among individual investors has reached unprecedented levels, and the roles required of asset management firms have similarly increased. As a response, SBI Rheos intends to deepen its collaboration with the SBI Group. By unifying the brand identity within the group, the firm aims to strengthen its capabilities in investment management, product offerings, and sales prowess.

Upholding the Legacy

While evolving, SBI Rheos Capital Works will retain its well-established brand in the form of its new name. This continuity honors the support and trust received from individual clients and partners alike throughout its journey. The company aims to further develop its unique investment philosophy while expanding its service offerings to meet customer needs more effectively.

About SBI Rheos Capital Works

SBI Rheos Capital Works is committed to serving society through capital markets under the management philosophy it established upon foundation in 2003. Its investment trust series, particularly the “Hifumi” series, is designed to support long-term asset accumulation with a balanced approach to risk and growth.

In addition, the company provides investment advisory services with a focus on managing the assets of both domestic and international pension funds and institutional investors. SBI Rheos Capital Works operates as a part of SBI Global Asset Management, which is publicly traded under the stock code 4765.

For more information regarding investment trust fees and risks, visit Investment Trust Policy.

Note: This press release serves to publicly announce the company's information, services, and achievements. It is not intended for soliciting investment.