Fund launch fund transfer white label funds Universal Investment

The analysis and structuring of your investment concept is paramount

The script for your
white 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.

Fund launch fund transfer white label funds Marcus Kuntz Area Head Sales and Fund Distribution Universal Investment
Marcus Kuntz, Group Head of Sales

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.

Contact

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

New customers

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head of Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • Press Release
    03. June 2025

    Universal Investment Group expands leadership team

    As part of its successful growth strategy, Universal Investment Group is further strengthening its leadership team. Jean-Philippe Talmon has joined the C-suite, the Group's senior executive body, effective from 1 June, taking on the role of Chief Transformation Officer. Meanwhile, Markus Bannwart has been appointed to the management board of Universal-Investment-Gesellschaft mbH (UID), UI Group's German fund services platform.

    Read More
  • Robert Bluhm
    News
    May 2025

    ESG Remains a Central Topic for Institutional Investors and Fund Initiators in Europe

    For some time now, and especially since the inauguration of Donald Trump as US President, the topic of ESG (environmental, social and governance considerations) has seemed to irreversibly fade into obscurity. Major corporations are shutting down their Diversity, Equity & Inclusion (DEI) programmes, and global financial institutions are withdrawing en masse from the Net-Zero Banking Alliance (NZBA).
    Author: Robert Bluhm Read More
  • Markus Bannwart
    News
    April 2025

    Rethought and greatly enhanced: how ELTIFs are widening the investment spectrum for retail clients and (semi-) institutional investors

    At the beginning of 2024, the revised ELTIF 2.0 framework entered into force, followed by the regulatory technical standards in October of the same year. In addition to a broad spectrum of investments in tangible assets, including a wider range of real estate opportunities, up to 45 per cent may now be held in assets that would be eligible for a UCITS fund. ELTIF 2.0 thus enables individual investment strategies to be realised with significantly greater ease and flexibility.
    Author: Markus Bannwart Read More
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