Universal Investment Group
Structure and
management
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.-
Germany
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Luxembourg
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Ireland
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Poland
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Francesca McDonagh
Chief Executive Officer (CEO)
Francesca McDonagh has been Chief Executive Officer of the Universal Investment Group and Managing Director of Universal- Beteiligungs- und Servicegesellschaft mbH since January 2024.
She manages the Group and is responsible in particular for corporate strategy.
Katja Mueller
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 is responsible for existing and new business with asset managers and institutional investors, and thus for the revenues of the entire group. She is also responsible for Marketing & External Communications.
Frank Eggloff
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 and Information Governance at a Group level.
Johannes Elsner
Chief Operating and Transformation Officer (COTO)
Johannes Elsner has been Manging Director of Universal- Beteiligung- und Servicegesellschaft mbH since February 2024.
In his role as COTO, he’s responsible for developing and improving the Group’s operational activities and processes, and driving group-wide transformation.
Heiko Laubheimer
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.
Christina Huebschen
Chief Human Resources Officer (CHRO)
Christina Huebschen has been Manging Director of Universal- Beteiligung- und Servicegesellschaft mbH since April 2024.
In her role as Chief Human Resources Officer, she leads the Group on all aspects of human resources, including people strategy and operations, culture and inclusion, talent management, and compensation and benefits.
Universal- Beteiligungs- und Servicegesellschaft mbH
Theodor-Heuss-Allee 70
60486 Frankfurt am Main
Postal address:
Postfach 17 05 48
60079 Frankfurt am Main
Deutschland
T: +49 69 71043-0
info@universal-investment.com