Middle Office

Save Time and Money in the Settlement of Securities and Collateral Management

Strengthening Fund Operations with a robust Middle Office

Our middle office allows you to focus on your core business

Do you find the constantly growing number of trades and the complex regulatory requirements for securities trading challenging? We ensure the swift, uncomplicated settlement of securities orders and / or collateral management for fund initiators who use our outsourcing services. We not only handle all the communication between your trading partners, but we also ensure compliance with regulatory requirements – regardless of whether we are your white label fund’s management company or not.

  • Support of a dedicated quant and middle office team
  • Reconciliation and cash-monitoring services for custodian banks
  • Performance analysis services

You no longer need to spend valuable time

More than 20 highly-experienced specialists ensure a swift and uncomplicated onboarding of the middle office function. We have a foothold in all the relevant global markets through our cooperation with a broad range of renowned custodians in Germany and Luxembourg. Should you require additional interfaces, we will set them up for you. Your biggest advantage is probably that fees are dependent on trading volumes, meaning you can therefore change fixed costs into variable costs as well as leverage personnel efficiencies.

Contact

Would you like to have more time to focus on fund management and fund distribution? Let’s talk about how we can best support you by taking on your middle office.

New customers

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head of Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

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