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Wealth Management and Investment

A juggernaut of regulatory change means that executives of Australia’s superannuation and wealth management organisations, private equity firms, mutual funds, unit trusts and hedge funds need to determine new ways to conduct business. The investment and wealth management industry experience of our team enables our experts to deliver tailored solutions to help clients address these challenges, maximise market opportunities, and position for competitive advantage.

For case studies or examples of specific issues tackled and benefits gained please contact our team leaders.

 

More Hot topics

  • The leadership premium: How to win investor confidence
    Draws from a global survey to quantify the percentage of company equity value attributable to the ‘intangible’ asset of leadership.
    Global investment banker/analyst survey, May 2012| 20 pages
  • Health, ageing, superannuation
    Looks at health care affordability for aged Australians & four models globally for supporting affordability of care at older.
    Paper, Institute of Actuaries Financial Services Forum, May 2012 | 30 pages/slides
  • Risk and Regulatory Review April 2012
    Discusses the preparedness of businesses regarding LAGIC, FATCA, FoFA, Stronger Super reforms and bank board governance.
    Quarterly series, April 2012 | 39 pages
  • Performance: Issue 7
    Covers fund analytics, collectible assets, director responsibilities, swing pricing and fair cost allocation with distressed assets, new foreign investment funds reporting, managing risks under UCITS IV, MIFID.
    Quarterly magazine, January/February 2012 | 100 pages
  • Model half-year report for Managed Investment Schemes
    Illustrative disclosures for Managed Investment Schemes for reporting on half-years ending on or after 31 December 2011.
    Illustrative financial report, December 2011 | 42 pages

Contact us

  • Sarah Woodhouse
    National Leader
    Tel: +61 2 9322 7510
    Meet the team

More Featured content

  • Cooper Review
    Deloitte review of recommendations
  • Regulatory change
    A source of competitive advantage

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