Every great idea deserves a high-performance platform

Almost 50 years ago, Universal-Investment launched the first private label fund in Germany. Allowing our clients as fund initiators to concentrate on developing their fund idea and steering the portfolio management, Universal-Investment supplies the complete administration and bespoke services. Universal-Investment will provide the services required to help your business grow. We support you with modular concepts from fund structuring through to distribution support. Universal-Investment’s fusion of differentiated strengths has made us the market leader in the area of private label funds in Germany, Austria, Switzerland and Luxembourg.

The number of cooperation agreements with banks, investment boutiques and international asset managers have been growing steadily for many years. This growth is a reflection of the trust placed in Universal-Investment. Today, we offer an innovative, comprehensive and professional product range for private label funds: from fund, security and real-estate administration through to structuring for alternative asset classes.

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

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!