Wealth Management IQ Group
IQ Group understand the extended Wealth Management and Financial Services Industries and the competitive environment in which they exist. We focus on maximising our client’s competitive advantage through meeting each of their challenges.
The Wealth Management industry faces significant challenges in today’s highly regulated and competitive environment. To stay in front, Wealth Management providers must perform across key focus areas including:
- Reducing cost through enhanced efficiency
- Ensuring regulatory and legal compliance
- Becoming more customer focused
- Risk management
Our highly specialised team of professionals are renowned for their expertise in wealth management. We offer a range of consulting services, project services and managed services including:
- Implementing Regulatory Change
- Business Requirement Consulting
- Data Quality Remediation Services
- Transitions Migration Consulting
- Platform Services Consulting
WANT TO KNOW MORE?
Let’s talk about how our specialist knowledge can help transform your superannuation and wealth management processes.
Or call +61 (0) 3 9225 4000
resources & events
If you want more industry insights or news on upcoming events, click the links below to visit our blog. We post regular news on everything from legislative changes and trends to Superannuation events and IQ Group updates.
I had a number of people ask about the IQ team shuffle video that we posted on social media recently, so here is a bit of background. Early last year we started to look at our team makeup differently. As consultants our work life often varies and can involve many...read more
It has been just over a year since The Superannuation Voluntary Code of Practice (ICoP) launched on 1 July 2018 which means that funds who have opted in have only 2 more years to fully transition - June 2021 may seem far off however there is still a lot of work to be...read more
Earlier in May, IQ Group kicked off its first fundraising activity for the year, “Pause for a Cause” in support of the IQ Pat Baker Foundation. What is Pause for a Cause? It was the IQ graduate team who came up with the idea of “pause for a...read more
“We elected to work with IQ Group as we had the confidence that they could deliver to our specifications and pressing deadline. Every dealing with them was exemplary – from the motivated team members to the project management and identification of issues and delivery.”
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