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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.
Nils Mordt

Nils Mordt

Head of International Sales and Relationship Management

nils.mordt@universal-investment.com

Further topics

  • NEWS
    6 October 2026

    Universal Investment selected by UBS as its preferred third-party fund management company in Luxembourg

    UBS has announced its decision to simplify the operating model of its Luxembourg Management Company (ManCo) to focus primarily on serving its in-house funds.

    To ensure a robust and reliable solution for affected clients, UBS has selected Universal Investment as its preferred third-party fund management company, reflecting UBS’s commitment to securing a long-term solution for its White-Labelling clients in Luxembourg.

    More information
  • NEWS
    7 September 2026

    Hop · Step · Jump
    A triple jump propels Germany to the forefront as a fund domicile

    The most comprehensive regulatory initiative of recent years has significantly strengthened Germany’s position as a fund domicile for alternative asset classes through coordinated reforms of investment law, tax law and the Investment Ordinance. investments.  
    More information
  • PRESS RELEASE
    12 August 2026

    Retirement Investment Account: Universal Investment Partners with Baader Bank and Smartbroker

    • Together, the three partners offer fund initiators and asset managers an integrated solution, from fund structuring to custody and settlement to digital access for end customers.

    • Universal Investment clients gain access to government-subsidized retirement investment accounts as infrastructure for their funds and actively managed ETFs.

    More information
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