Wealth Management

Wealth Management

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 3 9225 4000

IQ Group Superannuation Wealthmanagement

Resources & Events

Visit our blog for regular news on everything from legislative changes and trends, to events and IQ Group updates.

Regulatory hurdles that continue to challenge the industry

Regulatory hurdles that continue to challenge the industry

The recent amendments to Prudential Standard SPS250 are further proof that APRA is keeping the superannuation industry on its toes when it comes to members’ best financial interests.  The Standard requires Registrable Superannuation Entities (RSEs) to further protect...

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SDT: planting the seeds of transparency and accountability

The seeds of APRA’s Superannuation Data Transformation (SDT) project have been sown, and while the industry continues to work hard developing its fields of data (pun intended), we pause to reflect on this challenging, multi-year project and what it will harvest.Just...

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The Super Horizon

IQ Group is always on the lookout for what might change in the future. For the most part, superannuation was not a major talking point during the election. That all changed with the Liberal announcement of their Super Home Buyer Scheme.  As the final results are still...

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CUSTOMER SPOTLIGHT

“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.”