Our employees and our management board have long-standing expertise and know how on funds and asset management issues. Please contact our spokespersons for meeting our experts.
Bernd Vorbeck, Chief Executive Officer, Universal-Investment
Dr. André Jäger, Member of the Board of Directors,Universal-Investment
Stefan Rockel, Managing Director, Universal-Investment
Alexander Tannenbaum, Managing Director, Universal-Investment
Rita Pfahls, Head of Corporates & Pensions Insitutional Investors, Universal-Investment
Kristina Bailey, Corporate Counsel, Legal / Compliance, Universal-Investment
Bernd Obergfell, Spokesman, Communications, Universal-Investment
Frank Schröder, Head of Legal / Compliance, Universal-Investment
With EUR 382 billion in assets under administration thereof 315 billion in retail and institutional products (UCITS, SICAV, Special-AIF, SCS, etc.) and around 72 billion in insourcing and direct investments etc., around 1,200 mandates and funds as well as 650 employees, Universal-Investment is the largest independent investment company in the German-speaking region.
Through its core services of administration, insourcing and risk management, the company focuses on the efficient structuring and administration of funds, securities, real estate and alternative asset classes as well as sophisticated risk management. As such, Universal-Investment has been a pioneering member of the investment industry for almost 50 years. Today, it is the market leader in the areas of master funds and private label funds. We have continuously expanded this lead to date and by creating a platform for real estate investments in 2011, we added another component to our range of investment solutions. With this approach, Universal-Investment has become the investment management company with the most comprehensive line-up of products and services in the German-speaking region.
As a 360° service provider, we clearly create added value for our clients: from our offices in Frankfurt am Main and Luxembourg, we work with about 400 asset managers and 30 custodian banks around the world, enabling us to offer a unique range of options for our partners.
Universal-Investment is backed by its owner Montagu Private Equity . The well-known private equity company ensures our neutrality and independence.
Summarised facts and figures about Universal-Investment you will find at a glance in our brief presentation.
Mutual funds are becoming increasingly important to institutional investors. Since alternative investment solutions are called for in times of negative interest rates, private label funds are...
Author: Markus Neubauer, Anderas Hausladen, Wilhelm Gold
The UI-Factor-Return approach is a new addition to Universal-investment’s rule-based product offering. Dr. Markus Brechtmann, senior portfolio manager quantitative portfolio management, explains...
Author: Dr. Markus Brechtmann, Senior Portfoliomanager Universal-Investment
The reform of the European Financial Market Directive MiFID II is entering the home straight somewhat belatedly. For investment advisors and investment brokers, one of the key questions is whether...
Author: Andreas Holzapfel, Legal Counsel, Universal-Investment