Scotia Wealth Management opens a new service for ultra-high-net-worth clients
It sits alongside Scotia Wealth Management’s existing UHNW suite, which the release describes as covering 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.
Scotiabank integrated Scotia Global Intelligence into its offering for ultra-high-net-worth clients, Jacqui Allard, group head, global wealth management and insurance at Scotiabank, said in the release.
The service is designed around their “individual needs and objectives,” Allard said, and supports portfolio decisions.
Scotiabank says delivery runs through its Chief Investment Office team, whose investment and alternative capabilities in Canada were recognized in the 2026 Euromoney Private Banking Awards.
Clients reach the service through Total Wealth, the firm’s customized advisory and institutional access platform, per the same release.
