Values and Visions

50 years of Universal-Investment: that is five decades of growth, innovation and reliability. Together, we now want to make Universal-Investment the leading European fund service platform for all asset classes.
Our excellence is based most notably on the following factors:

Future, Trust, Innovation, Experience, Success, Technology, Growth, Teamwork.

 

At Universal-Investment, we have accomplished a great deal together in 50 years and, with our combined expertise and our unique business model, we will become Europe’s leading fund service platform for all asset classes in the future. In this way, we can be up in front as an active force when the asset management market consolidates.

Bernd Vorbeck

Chief Executive Officer until May 2019

Embrace change, shape the future, have faith in what is to come. Use today’s knowledge to hammer out tomorrow’s vision.

Nicole Arnold

Head of Real Estate Solutions

Nicole Arnold, Head of Real Estate Solutions
Do not trail behind the future – impart ideas, become active and help shape things. Promote yourself; engage in change and improvement.

Marcos Joos

Head of Real Estate

Our prominent reputation as an impeccable quality provider is the basis of our business and our success. Continuing and preserving our clients’ trust that has evolved over years and decades is therefore a key task for Universal-Investment as we move forward.

Frank Eggloff

Chief Financial Officer

Innovation always springs from the courage to try something new. As the architect of the Master Fund concept, Universal-Investment showed precisely this courage and will continue exploring uncharted territory time and again over the next 50 years, always with these aims: to be the leader in innovation; to be the favoured partner of our clients; to be an attractive employer for our employees – and to advance our success story.

Michael Reinhard

Chief Executive Officer

For me, being innovative means being open to new forms of thinking and working (together). This is also the starting point for product innovations. The development of the Loan Funds is one such example, as is our role as innovator on the market. For us as a company, it will be exciting to further our development while at the same time preserving our DNA. For me, this balance is particularly crucial in enabling Universal-Investment to be and remain innovative and credible.

Sofia Harrschar

Head of Alternative Investments – Real Assets

50 years experience – a solid foundation for transforming our visions of today into tomorrow’s values. We attribute our success to our clients, from whom we have derived stimulus time and again and with whom we have evolved – both in terms of volume as well as in the development of new asset classes, such as recently in the area of real estate and alternatives.

Markus Neubauer

Managing Director

Experience is not something you learn, it is something you have to acquire. The result is a prized possession that needs to be shared and not kept to yourself. For our dynamically growing company, it is vital that as many colleagues as possible learn and benefit from each other's experiences.

Stefan Rockel

Managing Director

Over the past 50 years, we at Universal-Investment have successfully implemented many changes that now also bear our hallmark. That is something to be proud of. Our active involvement in shaping transformation also includes a commitment to perpetuating our success story.

Peter Flöck

Member of the Board, Head of Portfolio Management

The success of our clients is our top priority. Together with them, we develop custom-fit solutions that lay the foundation for long-term success, for both our clients and ourselves. Being able to participate in and shape this is forever enriching and motivating for me and my team.

Katja Müller

Chief Customer Officer

In the last decade, the significance of technological development for the progress of the entire company has become increasingly evident. As we enter an age defined by digitalisation and new technologies as well as the quest for innovative, progressive solutions to our challenges at Universal-Investment, we ourselves need to be at the cutting edge of that progress – true to the saying “Your task is not to foresee the future, but to enable it.” (Saint-Exupéry).

Stefan Krapf

Managing Director Universal-IT Services-Gesellschaft mbH

Methods must always be both rational and practical. Technology is derived from the Greek technikós for expertise and logos for reason. Clear processes are as decisive as the minds behind them as well as the people translating them into action. That is why Universal-Investment is moving in the right direction with its UI EXPO strategy program in order to be well-positioned to outpace the competition in the coming decades.

Markus Pfaff

Head of Order Management

Even when our unit was undergoing persistently strong growth, we never lost sight of the fact that we can only continue expanding from a stable base. The successes we have achieved together have made us strong as a team and given us the energy and motivation to tackle the coming challenges. We can only be proud of this and look to the future in a spirit of gratitude and optimism.

Matthias Müller

Managing Director, Universal-Investment Luxembourg S.A.

We have almost always achieved growth in the past 50 years – a cause for celebration with our clients and employees. I am also sure that our latest projects and the support of our investor will give us an exceptionally good foundation for further sustainable growth.

Andreas Gessinger

Head of Relationship Management Fund Initiators

The trust-based work in interdisciplinary, motivated teams ensures the best results for our clients and for our company. Especially in marketing, the ongoing sharing of experiences between the company’s various departments is hugely valuable for viewing things from different perspectives and thus being able to ideally support each other in our work with the client, free from departmental boundaries or silo mentalities. In this way, new things can evolve and the work becomes more varied for everyone.

Sophia Thomas

Head of Marketing

Whether together with clients in the formulation of their wishes or with business partners and colleagues in the realisation of these wishes – for me, this is the basis of every success. A team is more than the sum of its members – we together can be proud of what we have achieved: 50 years of Universal-Investment!

Janine Mertig

Implementation & Contract Management

Future

Bernd Vorbeck

Chief Executive Officer until May 2019

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Nicole Arnold, Head of Real Estate Solutions

Nicole Arnold

Head of Real Estate Solutions

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Marcos Joos

Head of Real Estate

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Trust

Frank Eggloff

Chief Financial Officier

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Innovation

Michael Reinhard

Chief Executive Officer

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Sofia Harrschar

Head of Alternative Investments - Real Assets

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Experience
Success

Peter Flöck

Member of the Board, Head of Portfolio Management

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Katja Müller

Chief Customer Officer

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Technology

Stefan Krapf

Managing Director Universal-IT Services-
Gesellschaft mbH

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Markus Pfaff

Head of Order Management

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Growth

Matthias Müller

Managing Director Universal-Investment Luxembourg S.A.

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Andreas Gessinger

Head of Relationship Management Fund Initiators

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Teamwork

Sophia Thomas

Head of Marketing

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Janine Mertig

Implementation & Contract Management

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