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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 Marcus Kuntz, 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

  • Universal Investment leading third party ManCo & AIFM in Luxembourg again
    News
    May 2024

    Leading third party ManCo & AIFM in Luxembourg again

    PwC analyses 300 ManCos in its annual "Observatory for Management Companies" - and the Universal Investment Group performs excellently thanks to its many successful fund launches with asset managers and asset owners. The Luxembourg-based ManCo is once again the largest third-party ManCo in the Grand Duchy and is also ranked first in the top 10 largest Luxembourg AIFMs.
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  • universal spotlight Ireland
    News
    May 2024

    Three fund domiciles under one roof

    For some time now, Universal Investment has been offering the option of launching funds in Ireland – in addition to Germany and Luxembourg. What does this mean for fund initiators who can now choose between the three main European fund hubs? How has the new domicile with the ISIN code “IE” been received? And what advantages can Universal Investment offer to fund initiators and institutional investors through its standardised reporting across three domiciles?
    Read More
  • Alternative investments gain momentum
    News
    May 2024

    Alternatives gaining traction in German structures

    There is movement in the market for alternative investments. Luxembourg remains the leading choice for registering investment vehicles. However, more and more fund initiators and investors are opting for German structures such as Alternative Investment Funds (AIF) or Open-Ended Infrastructure AIFs (OIS).
    Read More