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.
    Im Rahmen der Fondsauflage nehmen sich Marcus Kuntz und sein Team viel Zeit zur Analyse und Strukturierung Ihres Private-Label-Fonds. Als KVG mit über 50 Jahren Erfahrung bei der Auflage von Private-Label-Fonds, greifen wir auf eine umfassende Expertise zurück.

    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.

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

    Your personal contacts
    Marcus Kuntz is Head of Distribution for Private Label Funds at Universal-Investment. Mr Kuntz and his team advise asset managers and fund initiators on fund services, including on the fund's launch, front-office services, fund marketing and fund distribution.

    New clients:

    Marcus Kuntz

    Head of Asset Manager Solutions

    Universal-investment_mail_box
    +49 69 71043 190
    Andreas Gessinger and his team support asset mangers and fund initiators using the Universal-Investment platform in all aspects of the group's fund services

    Existing clients:

    Andreas Gessinger

    Head of Relationship Management Fund Initiators

    Universal-investment_mail_box
    +49 69 71043 552
    Or use our contact form
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