Global Wealth Management Update
Global Wealth Management
Strong investment performance, increasing scale
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Market-Leading Capabilities
Award-Winning Investment Management
Scotia Global Asset Management wins prestigious
awards including 25 FundGrade A+ Awards and 8
individual Lipper Awards across its Scotia Funds and
Dynamic Funds brands for consistent, outstanding, risk-
adjusted performance
Jarislowsky Fraser won a new ESG focused mandate in
The Great Canadian ESG Championship
Scotia Global Asset Management ETF suite expanded
to 26 solutions across Scotia and Dynamic brands with
launch of two new ETFs
Scotia Asset Management Chile ranked 1st in the
annual ranking by El Mercurio Investments in the
balanced mutual fund category advancing from the 4th
position in 2021
Scotia Asset Management Mexico launched a new
offering of Strategic Portfolios (three new funds) for
Retail in the Branch channel
⚫ Scotiabank Colombia Trust received the AAA rating
from Value and Risk Rating S.A (Colombia Risk Rating
Agency)
Tailored Advice
Scotia Wealth Management 2023 Global Finance
Awards: Best Private Bank for Net Worth between $1MM
and $24.9MM and Best Private Bank for women clients
Scotia iTRADEⓇ provides the best desktop-based online
brokerage experience amongst Canadian self-directed
online brokerage firms according to Surviscor's 2022
Online Brokerage Desktop Experience Review
Scotiabank is the largest Private Investment Counsel
Business in Canada on a combined basis with JFL PIC,
Scotia PIC and MD PIC with assets over $69Bn (Investor
Economics Summer 2022)
Medicus Pension Plan, a multi-employer pension plan
designed specifically for Canadian incorporated
physicians, has received the required regulatory approvals
and is set to launch in Spring 2023
Investment Performance Highlights
(1)
of 1832 Asset Management assets in the
% top two quartiles over a five-year period
69%
of Dynamic Funds assets in the top two
79%) quartiles over a five-year period
1 As of January 31, 2023
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