Private Label Funds

Every good idea deserves a high-performance solution

More than 40 years ago, Universal-Investment launched the first private label fund in Germany – and in doing so followed the principle of an innovative division of labour: you as initiator and fund partner develop the idea and take over the portfolio management; we supply the complete administration and other valuable services for it.

Depending on your requirements, we will support you with our modular concepts from structuring right up to suitable distribution support. Amalgamating differentiated strengths systematically – this concept has made us the market leader in the area of private label funds in the German-speaking region and Luxembourg.

The number of cooperation agreements with prestigious asset managers, banks, investment boutiques and international asset managers, which has been growing steadily for many years, is a convincing reflection of the trust placed in us. Today, we offer one of the most comprehensive and professional product ranges in the area of private label funds: from fund, security and real-estate administration right up to structuring for alternative asset classes.

Universal-Investment is the central platform for independent asset management.

Comprehensive advice quality

The quality of the fine-tuning decides the success

We offer integrated solution expertise for your fund idea. We regard ourselves as structuring experts, who have access to the right fund set-up in Germany and Luxembourg for every investment purpose, every asset class and every distribution objective. We will handle all aspects of project planning, implementation and support, enabling you to focus on your core competencies and save time and costs. Finding the best solutions means for us:

  • Individual advice on all aspects of launching a fund, e.g. fund location, depositaries and other service partners
  • Analysis and implementation of the fund design under all legal framework conditions and distribution-relevant aspects
  • Extremely diversified investment vehicles in Germany and Luxembourg
  • Own platform for mutual funds with alternative investment strategies under the UCITS umbrella
  • Broad spectrum of possible trading strategies and financial instruments

Relationship manager providing you with comprehensive support:

  • Personal contacts with client group specialisation and team support
  • A competence team of more than 50 employees in the client area alone to handle even the most demanding concepts
  • Webinars on current topics such as regulatory requirements

Further questions? Please contact us!