UI

Universal Investment

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Company Research Report: Universal Investment Group



Company Overview



  • Name: Universal Investment Group

  • Mission: The company aims to be Europe's leading fund service platform, striving for transparency, efficiency, and exceptional client experience.

  • Founded: In 1968 as a joint venture of German private banks.

  • Key People:

  • Francesca McDonagh - Chief Executive Officer (CEO)

  • Johannes Elsner - Chief Operating and Transformation Officer (COTO)

  • John Burns - Chief Technology Officer (CTO)

  • Christina Huebschen - Chief Human Resources Officer (CHRO)

  • Headquarters: Theodor-Heuss-Allee 70, 60486 Frankfurt am Main, Germany

  • Number of Employees: More than 1,700 employees

  • Revenue: No specific revenue information is available.

  • Known for: Universal Investment is known for being one of Europe's largest independent fund service platforms and Super ManCos, focusing on fund services, administration, and risk management.


Products



  • Fund Services:

  • Provides comprehensive fund administration services including insourcing solutions and risk management.

  • Offers white label funds and specializes in master KVG and private label funds.

  • Known for pioneering solutions in the investment industry, including the introduction of PowerPortal for reporting and RiskoAnalyse+.


  • Investment Solutions:

  • Serves asset managers and institutional investors with services across all asset classes.

  • Features include custom-fit fund vehicles, efficient fund accounting, and regulatory expertise.


Recent Developments



  • October 2024:

  • Katja Mueller appointed as Multi-Supervisory Board Member, Jochen Meyers as Group Head of Relationship Management, and Marcus Kuntz as Group Head of Sales, highlighting a focus on client service continuity.

  • Real Estate Survey indicated a strategic shift towards investments in North America, Asia, residential, and logistics real estate.

  • Adoption of the Digital Operational Resilience Act (DORA) to improve cybersecurity and operational resilience.


  • 2024 Highlights:

  • Appointment of John Burns as Chief Technology Officer to enhance IT platforms.

  • Implementation of the DORA program for improved cybersecurity and risk management.

  • Approval of significant fund launches and securing new mandates, particularly in Ireland.


  • Sustainability Initiatives:

  • Commitment to integrating the "Principles for Responsible Investment" and operating within strict ESG compliance.

  • Investment in green technologies and sustainable asset management practices to align with the European Union’s sustainability goals.


Key Features



  • Client-Centric Approach: The company continuously focuses on client growth, offering tailored solutions that emphasize transparency, credibility, and client needs.


  • International Expansion: Expansion efforts include strategic partnerships, particularly through a joint venture with Alumia for international fund distribution.


  • Technological Advancements: Introduced cutting-edge IT infrastructure and digital solutions aiming to enhance client experience and operational efficiency.


  • Diverse Asset Management: The service platform supports a variety of asset classes including real estate, securities, and alternative investments, aiming for a seamless integration across global fund domiciles.


For further details on company insights or specific information, contact:
  • Media Contact:

  • Bernd Obergfell, Head of External Communications: +49 69 71043 575, bernd.obergfell@universal-investment.com

  • Suvi Wentland, Senior Communications Manager: +49 69 71043 2130, suvi.wentland@universal-investment.com


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