Universal Investment Group
Structure and management
360° competence, 100% independence
Universal Investment Group is one of the leading fund service platforms and Super ManCos in Europe. Universal Investment is backed by Montagu as lead investor and CPP Investments as co-investor. The well-known private equity company and one of the world's largest pension funds guarantee our neutrality and independence.
Our structure
With our group companies as well as our shareholdings in MASTERINVEST and in DPG Deutsche Performancemessungs-Gesellschaft we are in a position to offer our clients a broad range of diverse services.
More information on the company's own websites:
The management of Universal Investment Group
David Blumer
Executive Chairman
David Blumer has been Executive Chairman of the Universal Investment Group since May 2023 and leads the group on an interim basis. Previously, he was Non-Executive Chairman of the Investment Board of the Universal Investment Group.
Katja Mueller
Chief Customer Officer (CCO)
Katja Mueller was appointed Managing Director of 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. Back in 2015, she took over the management of the then newly created business unit Sales & Relationship Management.
Frank Eggloff
Chief Regulatory Officer (CRO), Managing Director
Frank Eggloff was appointed Managing Director of 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.
Etienne Rougier
Chief Operating Officer (COO)
Etienne Rougier was appointed as Chief Operating Officer of the Universal Investment Group in April 2023.
In his role as COO, he’s responsible for Technology, Operations and Change Management at group level.
Heiko Laubheimer
Chief Financial Officer (CFO)
Heiko Laubheimer has been Chief Financial Officer (CFO) of the Universal Investment Group since June 2023.
As Chief Financial Officer, he is responsible for Accounting & Treasury, Controlling, Corporate Reporting and Finance & Administration Projects at a Group level.
The members of the management board
Mathias Heiß, Managing Director Operations
Markus Neubauer, Managing Director, Strategic Key Account Management
Stefan Rockel, Managing Director UI BVK Kapitalverwaltungsgesellschaft
Axel Vespermann, Managing Director, Real Estate
Victor Bemmann, Head of Portfolio Management
Sofia Harrschar, Country Head Luxembourg, Head of Alternative Investments & Structuring
André Jäger, Head of Risk
Stefan Krapf, Head of IT
Aneta Pilch, Country Head Poland
Mathias Wilhelm,Managing Director UI BVK Kapitalverwaltungsgesellschaft
Keith Milne, Chief Executive Officer (CEO) Universal Investment Ireland, Member of the Board of Directors
Martin Groos, Member of the Management Board Universal Investment Luxembourg
Dr. Sofia Harrschar, Country Head Luxembourg, Head of Alternative Investments & Structuring
Matthias Mueller, Member of the Management Board Universal Investment Luxembourg
Bernhard Heinz, Member of the Management Board Universal Investment Luxembourg
Keith Milne, Chief Executive Officer (CEO) Universal Investment Ireland, Member of the Board of Directors
Damien Owens, Chief Operating Officer (COO) Universal Investment Ireland, Member of the Management Board
Stefan Rockel, Managing Director UI BVK Kapitalverwaltungsgesellschaft
Katja Mueller, Chairman of the Supervisory Board, UI BVK Kapitalverwaltungsgesellschaft
Mathias Wilhelm, Managing Director UI BVK Kapitalverwaltungsgesellschaft