Scotiabank's Scotia Wealth Management Launches Scotia Global Intelligence for Ultra-High-Net-Worth Clients

CNW··CAUS·Read original
2▲2 ▼0Impact / 5
Summary · why it matters

Scotiabank's Scotia Wealth Management announced the launch of Scotia Global Intelligence, a new service giving Ultra-High-Net-Worth clients a comprehensive view of their entire portfolio. The offering combines institutional investment expertise, advanced portfolio intelligence and reporting, and strategic insights, and builds on Scotia Wealth Management's existing suite of family office services, business transition and succession planning, governance advisory, trust and estate expertise, intergenerational wealth transfer strategies, and private banking solutions. The service is delivered by the Chief Investment Office team, whose investment and alternative capabilities in Canada were recently recognized in the 2026 Euromoney Private Banking Awards, and is built on strategic relationships with Marsh, which has approximately $16.2 trillion in assets under advisement as of June 30, 2025, and with Addepar, a global data and AI platform. Jacqui Allard, Group Head, Global Wealth Management & Insurance at Scotiabank, said the integration reflects the growing importance of a more connected approach to managing wealth, while Todd Nelson, Canada Leader at Marsh Investments and Retirement, and Peter O'Brien, Chief Revenue Officer at Addepar, both commented on the deepened collaboration. Scotiabank reported assets of approximately $1.5 trillion as at July 31, 2026, and trades on the Toronto Stock Exchange and New York Stock Exchange under the ticker BNS.

Impact on assets 4

Financials▲ · 2 stocks
Bank of Nova Scotia
BNS
▲ PositiveDemandrelevance

Scotiabank launches Scotia Global Intelligence, a new wealth-management service for ultra-high-net-worth clients, expanding its product offering.

Marsh & McLennan Companies, Inc.
MRSH
▲ PositiveDemandrelevance

Marsh is named as a strategic partner underpinning the new Scotia Global Intelligence service, deepening its collaboration with Scotiabank.

Digital Finance & Tokenization▲ · 1 stocks
Others▲ · 1 stocks

Off-coverage companies 2

AddeparPrivate▲ Positive
Demandrelevance

Addepar's data and AI platform is the technology foundation for Scotiabank's new Scotia Global Intelligence offering.

Scotia Wealth ManagementPrivate± Mixed
relevance

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