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Fund launch fund transfer white label funds Universal Investment

The analysis and structuring of your investment concept is paramount

The script for your
white label funds

Take advantage of our 50 years of experience in launching funds

Together with our client Heidenheimer Volksbank, in 1970 we launched the oldest white label fund still in existence in Germany. We thus launched the principle of an innovative division of work: you as an asset manager or fund initiator develop the investment idea for your white label fund, and we provide all required associated services.

Fund launch fund transfer white label funds Marcus Kuntz Area Head Sales and Fund Distribution Universal Investment
Marcus Kuntz, Group Head of Sales

Our open architecture enables you to find the most suitable partners for your fund

The recipe for a successful cooperation is quite simple: you provide the investment concept and we take care of everything else you need to ensure your white label fund is a success. Our experienced sales team looks forward to hearing from you and is happy to advise you on your fund’s infrastructure, targeted distribution concepts and the necessary fund services. Take advantage of our open architecture and work with us to select a suitable custodian or additional service provider. In this way, we will find the best solution for you and your white label funds.

Sparring partner and project manager for your fund launch or fund transfers

Our experienced specialists for fund launches and fund transfers support you throughout the entire onboarding process and ensure everything runs smoothly and according to plan. We supply you with a detailed project plan and regular status updates. Your personal future relationship manager, is involved in the process from the start.

Contact

Let’s talk about how we can help you to implement your investment ideas. We look forward to hearing from you.

New customers

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • Marcus Kuntz
    News
    December 2024

    Looking back and looking ahead – observations and early indicators for new asset allocation trendlines 

    Challenging industry dynamics for asset managers continued in 2024, showing no signs of abating in 2025, says Marcus Kuntz, head of sales and fund distribution, Universal Investment.

    Author: Marcus Kuntz Read More
  • Press Release
    05. December 2024

    Universal Investment Group strengthens management team of German ManCo 

    Universal Investment Group has strengthened the management of its German management company (KVG) by appointing Jochen Meyers and Kurt Jovy, two seasoned managers from within its own ranks.

    Read More
  • Press Release
    04. December 2024

    UII unveils new AIFM services for real estate funds

    Universal Investment Ireland has expanded its product offering to include Alternative Investment Fund Manager (AIFM) services for Irish-domiciled real estate funds.

    Read More
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