SBI Wrap and SBI Shinsei Bank Achieve 100 Billion Yen in Managed Assets

SBI Wrap and SBI Shinsei Bank Achieve 100 Billion Yen Milestone

In a remarkable achievement, SBI Shinsei Bank has announced that their investment service, SBI Wrap in collaboration with SBI Securities, has crossed the significant milestone of 100 billion yen in assets under management as of January 23, 2026. This accomplishment marks a successful journey for the service that was launched in October 2022, thanks to a partnership between SBI Shinsei Bank and SBI Securities for financial product intermediary operations.

The SBI Wrap service was brought to the market with the goal of making investment management accessible and tailored for customers. In just over three years, the service has seen rapid growth in asset balance, initially reaching 20 billion yen in roughly 11 months and 50 billion yen in just 1 year and 9 months. Now, three years and three months since its inception, it has surpassed the 100 billion yen threshold.

What sets SBI Wrap apart is its unique investment approach, which allows customers to select from five different management styles depending on their risk tolerance. Utilizing FOLIO's investment management platform known as “4RAP,” this service combines face-to-face consultations at SBI Shinsei Bank branches with the extensive financial product offerings available through SBI Securities.

As of the latest reports, the performance of the SBI Wrap investment styles has been exceptionally impressive, with returns ranging from 41.90% to 67.64% since the service began. The service is designed to maintain optimal investment allocations through monthly rebalancing, allowing investors to feel secure in their investment journey. Notably, over 40% of existing customers have opted for additional investments, which speaks volumes about the trust and satisfaction in the service.

SBI Shinsei Bank, SBI Securities, and FOLIO have committed to continue providing this investment management service, emphasizing a customer-centric approach in supporting long-term asset formation. Their goal is to help clients meet their diverse financial needs while promoting effective and efficient investment strategies.

As a reminder, this performance report reflects past results, which do not guarantee future returns. It's important for potential investors to conduct thorough research before engaging in investment activities.

For more details and the latest updates on the SBI Wrap service, please visit: SBI Shinsei Bank SBI Wrap

About SBI Wrap and 4RAP

The SBI Wrap service utilizes the 4RAP platform, which is designed for financial institutions such as banks and securities firms. It offers comprehensive contract management and investment administration systems while also featuring tools for paperless face-to-face sales interactions. This flexibility allows various financial institutions to cater their services to meet the individual needs of their customers, ensuring personalized attention and tailored investment solutions.

Regulatory Information

SBI Shinsei Bank is registered under the Kanto Finance Bureau as a financial instrument business operator. As with any investment product, there are risks associated with fluctuations in stock prices, exchange rates, and interest rates. Be sure to review the fees and terms associated with investing in the SBI Wrap service carefully. Additional information on fees and risks can be found at the following link: SBI Wrap Fees