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Services for Asset Managers

The stage is set for your white label funds

Our fund services put the spotlight on your white label funds

As the biggest independent fund service platform in the DACH region as well as the market leader in white label fund distribution and master KVGs, we are your expert partner for all fund services from launch to distribution. Whether your success story has only just begun or whether you have successfully completed the first chapters, our team of experts can support you and make sure that your fund stands out from the competition. We offer a comprehensive range of fund services – in Germany, Luxemburg and Ireland.

 

Trailer of our Fund Services

Behind the scenes



In the special edition "Citywire Inside" you will find further insights on Universal-Investment and our fund services for fund initiators.

By your side in every scenario with…

3

platforms for all asset classes – in Germany, Luxemburg and Ireland

+30

leading affiliated custodians worldwide

+50

brokers in Germany and abroad

+1100

partners in our distribution network

As of January 2022

A Partnership of Equals

You are looking for a fund service platform for the launch of your white label funds?
Or are you looking for a new service partner? We are your expert partner for all asset classes and the entire range of fund services.

  • Analysis & Structuring

    The script for your white label funds. You, the asset manager or fund promoter develop the investment idea - and we provide all the services for a successful performance. 

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  • Front Office Infrastructure

    You have the director’s role for your white label funds. We support you with a modern front-office infrastructure and access to first-class research. 

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  • Middle Office

    Production assistant Middle Office. Save time and money in the settlement of your securities and in collateral management. Gain the freedom to focus on your core business. 

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  • Fund structures

    Composition of your funds. Wide range of legal structures for funds in Germany, Luxembourg and Ireland - for the strategic orientation of your white label funds. 

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  • Administration

    The producer - our fund administration services. Comprehensive administration services for your white label funds: from fund launch to compliance. 

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  • Data Management & Reporting

    Behind the scenes: Our reporting services are more than just excellent tools for your pitches. 

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  • Marketing & Distribution Network Services

    Curtain call: We work with you on the grand opening of your white label funds.

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  • Fund distribution

    Boost your sales. We set the stage for your funds and actively support their distribution. We can help you to gain access to the institutional market in the DACH region.

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It pays to get the maximum out of your investment strategy



Comprehensive expert advice

We are happy to set the stage for your success story – with tailored support and skilled experts from launch to distribution, using innovative processes and extensive know-how in all aspects of fund administration. As a central fund service platform, we will help you find a solution that is just as individual as you and your white label funds are.

As a specialist service provider and strategic partner for fund services, we never lose sight of your goals

  • Independent, transparent and free of any obligations to group interests: you get the best set-up for custodians, brokers and more.
  • A large team of experts, including more than 70 members in the Clients’ team and more than 100 colleagues in the Products team, ensure a transparent and smooth implementation process. Our team of experts for specialist topics such as taxation and law support you in all regulatory matters.
  • A personal relationship manager for all our fund services further simplifies the partnership.

 

 

Contact

Let’s talk about how we can help you to implement your investment ideas. We look forward to hearing from you.
Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Andreas Gessinger

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

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