Universal Investment Group
360° competence, 100% independence
As Universal Investment Group we are one of Europe's leading fund service platforms and Super ManCos. With Montagu as the lead investor and CPP Investments as the co-investor, we are backed by a renowned private equity company and one of the world's largest pension funds. This partnership ensures our neutrality and corporate independence.
How we are structured
We are able to offer our clients a wide range of fund services and solutions thanks to our branches, plus our minority shareholdings in MASTERINVEST Kapitalanlage GmbH and DPG Deutsche Performancemessungs-Gesellschaft für Wertpapierportfolios mbH.
As a strategic partner and minority shareholder of Alumia S.á r.l., we also enable international sales opportunities for our customers through our joint venture.
Our comprehensive portfolio ensures that we can meet various needs and provide solutions for all asset classes. We have the expertise and resources to deliver high value to asset managers and asset owners.
More information on the company's own websites:
We operate in fund launch locations across Germany, Luxembourg and Ireland. We also have a significant production site located in Poland. We have established branches in the United Kingdom, France, and Sweden, while also holding an investment in Austria.Our widespread presence enables us to serve clients in multiple regions and deliver tailored solutions to meet their specific needs.
David Blumer has been Executive Chairman of the Universal Investment Group since May 2023. He was appointed Managing Director of Universal-Investment-Gesellschaft mbH in July 2023.
He leads the group on an interim basis. Previously, he was Non-Executive Chairman of the Investment Board of the Universal Investment Group.
Chief Customer Officer (CCO)
Katja Mueller was appointed Managing Director of Universal- Beteiligungs- und Servicegesellschaft mbH as well as Universal-Investment-Gesellschaft mbH in 2019.
As Chief Customer Officer she takes care on relationship management for all customer groups as well as on sales, Marketing and External Communications at a Group level.
Chief Regulatory Officer (CRO)
Frank Eggloff was appointed Managing Director of Universal-Beteiligungs- und Servicegesellschaft mbH as well as Universal-Investment-Gesellschaft mbH in 2017.
As Chief Regulatory Officer, he is responsible for areas and topics of Legal, Compliance, Risk, Internal Audit and Information Governance at a Group level.
Chief Operating Officer (COO)
Etienne Rougier was appointed Chief Operating Officer of Universal Investment Group in April 2023 as well as Country Head and Member the Management Board of Universal-Investment-Luxembourg S.A. in October 2023.
In his role as COO, he’s responsible for Technology, Operations and Change Management at a Group level.
Chief Financial Officer (CFO)
Heiko Laubheimer has been Manging Director of Universal- Beteiligung- und Servicegesellschaft mbH since June 2023.
As Chief Financial Officer, he is responsible for Accounting & Treasury, Controlling, Corporate Reporting and Finance & Administration Projects at a Group level.
Universal- Beteiligungs- und Servicegesellschaft mbH
60486 Frankfurt am Main
Postfach 17 05 48
60079 Frankfurt am Main
T: +49 69 71043-0