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The analysis and structuring of your investment concept is paramount

The script for your private label funds

Take advantage of our 50 years of experience in launching funds

Together with our client Heidenheimer Volksbank, in 1970 we launched the oldest white label fund still in existence in Germany. We thus launched the principle of an innovative division of work: you as an asset manager or fund initiator develop the investment idea for your white label fund, and we provide all required associated services.

Marcus Kuntz, Head of Asset Manager Solutions Source: Tillmann Franzen

Our open architecture enables you to find the most suitable partners for your fund

The recipe for a successful cooperation is quite simple: You provide the investment concept and we take care of everything else you need to ensure your white label fund is a success. Our experienced sales team looks forward to hearing from you and is happy to advise you on your fund’s infrastructure, targeted distribution concepts and the necessary fund services. Take advantage of our open architecture and work with us to select a suitable custodian or additional service provider. In this way, we will find the best solution for you and your white label funds.

Sparring partner and project manager for your fund launch or fund transfers

Our experienced specialists for fund launches and fund transfers support you throughout the entire onboarding process and ensure everything runs smoothly and according to plan. We supply you with a detailed project plan and regular status updates. Your personal future relationship manager, is involved in the process from the start.

What Our Clients Say

We’ve enjoyed a successful partnership with Universal-Investment in mutual funds since 2007, launching five joint fund projects overall. Having an expert partner at our side for complex issues is something we value in particularl. Thanks to our personal contact at Universal-Investment, the handling of our fund projects has been exemplary. What’s more, the support we’ve received in our marketing and sales efforts has been invaluable.“

Andreas Heinrich, Head of Portfolio Management, Hansen & Heinrich

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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