The Universal Investment Group is the largest independent investment company in the German-speaking world. As leader in the Master KVG and Service KVG areas, our success story goes back many years.
The Group is managed by a C-level structure followed by a group-wide management board at the next level.
Chief Regulatory Officer (CRO)
Frank Eggloff was appointed Managing Director of Universal-Investment-Gesellschaft mbH in 2017.
As Chief Regulatory Officer, he is responsible for Corporate Legal, Legal Fund Operations, Compliance, Internal Audit and Corporate Secretary & Governance as well as Data & Quality Management.
Before joining Universal-Investment, he worked at State Street Bank International where his most recent posts were as Managing Director and Chief Financial Officer.
Chief Financial Officer (CFO)
Ian Lees has been part of the Universal-Investment Management Board since June 2020. As Chief Financial Officer, he is responsible for Accounting & Treasury including Procurement, Controlling and Risk Management. The Corporate Development, Internal Organisation and Corporate Reporting units also report to him.
Ian Lees previously worked for VR Smart Finanz, where he had been CFO and member of the board since 2012. In his previous career he held CFO functions at SEB Bank Deutschland and General Electric Capital. The internationally experienced, UK-born manager started his career at Ford Motor Company.
Chief Customer Officer (CCO)
Katja Müller 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.
After joining Universal-Investment in 2014 she took over as head of the newly created Sales & Relationship Management in 2015. Since 2017 she has also been member of the investment company's Management Board.
Before joining Universal-Investment, she worked for twelve years at Deutsche Bank Group, most recently as Global Chief Operating Officer of the international group tax department.
Chief Executive Officer (CEO)
Michael Reinhard was appointed Managing Director of Universal-Investment-Gesellschaft mbH in 2018.
As Chief Executive Officer, he is since May 2019 responsible for corporate strategy and is also responsible for the product units Securities (Master KVGs / Private Label Funds), Alternatives and Portfolio Management as well as for Human Resources and Communications. Prior to that he was Chief Operating Officer, overseeing Administration Services, Tax and IT. Since September 2019, he has also been a member of the executive committee of the German fund association BVI .
Before joining Universal-Investment, he worked for the AXA Group where his most recent post was as Global Head of Operations at AXA Investment Managers.
Head of Area
Head of Department
Alternative Investment / Real Assets
Head of Area
Member of the Board
Universal-Investment-IT-Services Gesellschaft mbH
Strategic Key Account Management
Universal-Investment Luxembourg S.A.
Tax / Real Estate
Head of Area