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.
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 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.
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.
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.
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.
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.