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.

CONTACT US

Or call +61 3 9225 4000

Resources & Events

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

Campus to careers: Spotlight on IQs newest Graduates

Feb 29, 2024

The new year brings new Graduate Consultants to IQ, carefully chosen from an impressive talent pool to be just the right fit for our team and our clients. We take great pride in kick-starting people’s careers in finance and building talent for the industry. As you...

Superannuation in 2024: a Game of Chess or a Game of Thrones?

Feb 8, 2024

Many important high-level changes are going to be made on the superannuation chess board in 2024, and with a federal election looking increasingly unlikely later this year, they will probably make a lot of progress, shifting the focus and operation of the system even...

Navigating Reality – Lessons from Operating Model Design and Implementation

Jan 18, 2024

Having collaborated with a variety of organisations, big and small, across diverse industries with strategic goals spanning from run-off to world domination, I’ve witnessed it all – the successes, the failures, and the downright messy. Yet, it is these experiences...

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.”