Scotia Wealth Management® launches Scotia Global Intelligence™, expanding its offering for Ultra-High-Net-Worth clients

New service delivers deeper insights across complex portfolios, helping clients make more informed investment decisions

TORONTO, Oct. 6, 2026 /CNW/ -- Today, Scotia Wealth Management, part of the Scotiabank group of companies, announced the launch of Scotia Global Intelligence™ a new service designed to empower Ultra-High-Net-Worth (UHNW) clients with a comprehensive view of their entire portfolio. The offering establishes a new standard for integrated UHNW service in Canada, combining institutional investment expertise, advanced portfolio intelligence and reporting, and strategic insights to provide a more complete understanding of clients' wealth, regardless of where it is held.

Scotia Global Intelligence™ further strengthens Scotia Wealth Management's UHNW offering, building on a comprehensive suite of family office services, business transition and succession planning, governance advisory, trust and estate expertise, intergenerational wealth transfer strategies, and private banking solutions.

"Our Ultra‑High‑Net‑Worth clients expect sophisticated solutions that help them navigate increasingly complex financial needs. Integrating Scotia Global Intelligence™ into our best‑in‑class offering reflects the growing importance of a more connected approach to managing wealth," said Jacqui Allard, Group Head, Global Wealth Management & Insurance, Scotiabank. "Tailored to their individual needs and objectives, the service helps clients make more informed decisions and position their portfolio with greater confidence."

Delivered by the Chief Investment Office team, whose investment and alternative capabilities in Canada were recently recognized in the 2026 Euromoney Private Banking Awards, this collaboration enables clients to access leading investment solutions and disciplined portfolio governance and design. Building on the firm's trusted foundation of customized advisory and institutional access through Total Wealth, UHNW clients gain access to strategic insights, comprehensive reporting, and elevated expertise, providing a complete perspective of their portfolio.

Built on strategic relationships with Marsh, a global leader with a broad range of consulting capabilities and approximately $16.2 trillion in assets under advisement¹, and Addepar, a global data and AI platform, the new service offers unparalleled insights across complex portfolios spanning public and private assets, ownership structures, and geographies.

"This strategic relationship reflects our shared vision to expand insights and premium access to highly rated private market solutions tailored to the evolving needs of today's complex environment," said Todd Nelson, Canada Leader, Marsh Investments and Retirement. "We are thrilled to deepen our longstanding relationship with Scotiabank, bringing Marsh's extensive global alternatives experience and expertise in private markets to support the unique needs of Scotia Wealth Management's clients."

"Ultra-High-Net-Worth investors need more than visibility--they need intelligence they can act on," said Peter O'Brien, Chief Revenue Officer at Addepar. "We're proud to collaborate with Scotia Wealth Management to provide a platform that allows for real-time clarity across an investor's entire financial picture, transforming complexity into insight and enabling more proactive, strategic decisions."

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¹ As of June 30, 2025

About Scotiabank
Scotiabank's vision is to be our clients' most trusted financial partner and deliver sustainable, profitable growth. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With assets of approximately $1.5 trillion (as at July 31, 2026), Scotiabank is one of the largest banks in North America by assets, and trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS). For more information, please visit http://www.scotiabank.com and follow us on X @Scotiabank.

To learn more about Scotia Wealth Management, please visit:

www.scotiawealthmanagement.com 

About Addepar 
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market, and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

About Marsh
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

^® Registered trademark of The Bank of Nova Scotia, used under licence (where applicable). ™ Trademark of The Bank of Nova Scotia, used under licence (where applicable). Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank^®); The Bank of Nova Scotia Trust Company (Scotiatrust^®); Scotia Jarislowsky Fraser, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod^®, a division of Scotia Capital Inc. Private banking services are provided by The Bank of Nova Scotia. Estate and trust services are provided by The Bank of Nova Scotia Trust Company. Portfolio management is provided by 1832 Asset Management L.P. and 1832 Asset Management U.S. Inc. Insurance services are provided by Scotia Wealth Insurance Services Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. International investment advisory services are provided by Scotia Capital Inc. Financial planning services are provided by The Bank of Nova Scotia and ScotiaMcLeod. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and is regulated by the Canadian Investment Regulatory Organization. Scotia Wealth Insurance Services Inc. is the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank group of companies. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Insurance Agents (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. Scotia Global Intelligence is a service of Scotia Capital Inc.

SOURCE Scotiabank

For media inquiries, contact: Claire Dawson, Global Wealth Management Communications, Scotiabank, [email protected].