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Sector Group

Wealth Management

“Scotland has a strong and growing wealth and investment management sector, with a real opportunity to build on that position. Our focus will be on strengthening trusted advice, embracing new technology and ensuring we have the skills and talent needed to support the industry’s future growth.”

Chair: Ross Liston, M&G Wealth

Objective

To bring together SFE members to strengthen Scotland’s wealth management sector, support its future growth and improve outcomes for clients through collaboration on advice, technology, skills and talent.

Strategic Focus

Strengthening Scotland’s wealth management sector

Champion Scotland as a leading location for wealth management, building on the sector’s existing strengths and supporting future growth.

Developing trusted advice

Promote approaches to advice that combine human expertise with technology and digital platforms to meet changing client needs.

Building the skills and talent pipeline

Support the development of the skills, talent and inclusive pathways needed to sustain confidence and long-term growth across the sector.

Collaborating on advice and guidance

Work with the Banking and Life & Pensions Groups on advice and guidance regulation, targeted support and other shared priorities.

2026 Priorities

Developing Scotland’s future wealth model

Develop a sector blueprint setting out the opportunities, priorities and capabilities needed to support the future of wealth management in Scotland.

Accelerating technology and data innovation

Explore how technology, data and innovation can support new approaches and strengthen Scotland’s wealth management proposition.

Building skills, inclusion and talent

Develop a stronger approach to skills, career pathways and inclusion to support the sector’s future talent needs.

Activity

Advice and guidance collaboration

Working with the Banking and Life & Pensions Groups on advice and guidance regulation, targeted support and other areas of shared interest.

Wealth management sector strategy

Held a steering group workshop to help shape the future direction of the sector and identify shared priorities for wealth management in Scotland.

Members

Cross-Group Collaboration

Banking Group
Join this group on the Member Platform
Changing Customer Needs Group
Life & Pensions Group
Skills & Inclusion Group

Latest news

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SFE CEO calls for reset in relations between UK and Scottish government, to deliver on growth ambition
SFE Press Release
SFE CEO calls for reset in relations between UK and Scottish government, to deliver on growth ambition
SFE Press Release

Scottish Financial Enterprise’s growth strategy update shows Scotland’s financial and professional services sector has created 21,000 additional jobs since 2023, while increasing its economic contribution to £17.7 billion. Our chief executive Sandy Begbie CBE is calling on the UK and Scottish governments to work together to build on this progress and support further growth.

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SFE Press Release
Edinburgh Reclaims Top 30 Status In Global Financial Rankings
SFE Press Release
Edinburgh Reclaims Top 30 Status In Global Financial Rankings
SFE Press Release

Edinburgh has risen in the latest Z/Yen Global Financial Centres Index (GFCI), climbing four places to rank 28th globally. The move sees Scotland’s capital break back into the world’s top 30 financial hubs, reinforcing its reputation as a premier destination for asset management and Fintech. 

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SFE Press Release

Upcoming events

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SFE Young Professionals Summit 2026
Oct 16
SFE Young Professionals Summit 2026

Join young professionals from across Scotland’s financial services industry for the inaugural SFE Young Professionals Summit, featuring sector insights, skills development, practical networking training and an evening panel and reception.

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Carers in the Workplace
Nov 3
Carers in the Workplace

Join SFE Young Professionals and Burness Paull for an evening exploring the realities of unpaid caring and the challenges that can come with balancing caring responsibilities alongside working life. The session will look at the support, resources and legal guidance available to carers, with insights from VOCAL and legal experts from Burness Paull and Brodies.

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Scottish Solutions for a Changing Climate
Nov 18
Scottish Solutions for a Changing Climate

As COP31 approaches, this event will explore some of the most exciting climate and sustainability solutions being developed and deployed across Scotland, highlighting practical examples of innovation, investment and collaboration that are already delivering progress and helping to shape a more sustainable future.

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Edinburgh Winter Reception
Nov 25
Edinburgh Winter Reception

Join SFE members and guests at the Edinburgh Winter Reception, hosted by Baillie Gifford, for an evening of refreshments, informal networking and the opportunity to connect with colleagues from across Scotland’s financial services community.

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Glasgow Winter Reception
Dec 3
Glasgow Winter Reception

Join SFE members and guests at the Glasgow Winter Reception, hosted at the Barclays Campus, for an evening of refreshments, informal networking and the opportunity to connect with colleagues from across Scotland’s financial services community.

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