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
Visit our blog for regular news on everything from legislative changes and trends to Superannuation events and IQ Group updates.
In the GFC’s wake, the Banking Executive Accountability Regime (BEAR) was established. This regime was implemented to complement existing legislation in place for the executives in charge of Australia's Financial Service Providers, and expanded on the lists of...
The recently released Guidance Note for developing a vulnerable member policy, is designed to help super fund trustees develop their own policy for identifying vulnerable members and access assistance if they need it. It can be seen as less of a directive, and more of...
Graduate Consultants, Courtney and Tana share their key insights from the third and final session at last week’s Women in Super event. This session was presented by Gemma Pinnell (Director of Strategic Engagement, ISA); Georgia Brumby (Director of Advocacy, ISA) and...
“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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