Universal-Investment-Gesellschaft mbH is the parent company of the Universal-Investment group which is steered by a board of five managing directors, each of them with a long and successful track record in the asset management industry.
Chief Financial Officer
Frank Eggloff was appointed Managing Director in February 2017.
He is in charge of finance and controlling and is responsible for the further development of appropriate key topics, processes and platforms.
Markus Neubauer joined the company in 1987 and was appointed Managing Director in 1999.
He is responsible for the key topic “Institutional clients / Master-KVG” and has systematically advanced Universal-Investment’s comprehensive Master-KG services portfolio for institutional investors such as pension funds, insurance firms, companies and financial institutions. This also encompasses the company’s external representation in the institutional business including relationship management and new client acquisition.
Markus Neubauer also oversees Universal-Investment’s Risk Controlling department.
Stefan Rockel joined Universal-Investment in 1990 and was appointed Managing Director in 2011.
He is responsible for the company’s wide range of structuring solutions (Product Solutions), with a particular focus on alternative investments based on Universal-Investment’s German and Luxembourg platform. Together with Alexander Tannenbaum, he oversees the implementation and expansion of Universal-Investment’s real assets offering. In addition, he is in charge of taxation/annual reports.
Stefan Rockel is an executive member of the administrative board of Universal-Investment-Luxembourg S.A.
Alexander Tannenbaum was appointed Managing Director of Universal-Investment in 2011.
He is responsible for Universal-Investment’s real estate activities, including the design and launch of real estate special funds and other real estate investment vehicles for both institutional investors and asset managers – in Germany and Luxembourg. Together with Stefan Rockel, he oversees the implementation and expansion of Universal-Investment’s real assets offering.
Chief Executive Officer
Bernd Vorbeck joined Universal-Investment in 1989 and was appointed Managing Director in 1999.
He is responsible for corporate strategy and product management and oversees the three client departments for institutional clients (Institutional), fund initiators (Private Label) and insourcing including client service. In addition, Bernd Vorbeck is in charge of securities portfolio management, marketing & communication, legal and human resources.
Bernd Vorbeck is president of the administrative board of Universal-Investment-Luxembourg S.A.
He has been a member of the management board of BVI Bundesverband Investment und Asset Management e.V. since 2007.