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Fund launch fund transfer white label funds Universal Investment
Fund services 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 Area Head Sales & Fund Distribution

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

Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • News
    December 2023

    Universal Investment Group receives several prestigious awards in 2023

    At the Asset Servicing Times Awards , we earned the title of ‘European Fund Administrator of the Year’. At the Hedgeweek and Private Equity Wire European Credit Awards 2023 , we were honoured as the 'Best Fund Administrator - Structured Credit'. At the Global Brand Awards , Global Brands Magazine named us the ‘Best Fund Service Platform in Europe in 2023’.

    Read More
  • Press Release
    24. October 2023

    Universal Investment Group appoints Francesca McDonagh as CEO

    Francesca McDonagh appointed Group Chief Executive Officer (CEO) effective January 01, 2024. Interim CEO David Blumer will return to his role as Chairman and support Francesca in continuing to grow and strengthen Universal Investment’s role as a business enabler for its clients.

    Read More
  • Etienne Rougier
    Press Release
    09. October 2023

    Etienne Rougier appointed Country Head of Universal Investment in Luxembourg

    Universal Investment Group is pleased to announce that Etienne Rougier has been approved by the Luxembourg financial supervisory authority CSSF as Country Head of the Group’s Luxembourg office. Alongside his position as Chief Operating Officer of the Group, Etienne Rougier will be responsible for the Luxembourg business, which has seen substantial growth in recent years. His particular focus will be the continued integration of UI efa, following its acquisition last year.
    Read More