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Investment and wealth management

The factors driving reform of the wealth management industry show no signs of slowing. Regulations are being re-examined, financial relationships between wealth management firms and distributors are being challenged and downward pressure on profit margins remains high.

Deloitte in Australia is ideally positioned to meet these challenges. As part of Deloitte's Global Financial Services Industry practice we advise seventeen of the top twenty global asset managers and seven of the top ten Australian wealth managers. Our services include providing innovative, client centric solutions with a key focus on the life insurance and superannuation sectors. 

The governance of superannuation funds
A joint report from Deloitte and the Institute of Chartered Accountants in Australia on the current governance practices of Australian superannuation funds. Read more

 

Climate Change: implications for the investment industry
2007 IFSA/Deloitte Future Leaders Award winning paper. Read more

  

 

Regulatory review
A quarterly newsletter that keeps you informed of compliance developments. Read more. 

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