Vardis supports Montagu in appointing Heiko Laubheimer as CFO at Universal Investment


Universal Investment is Germany’s largest independent fund administration service provider and Super ManCos with €550+bn assets under administration and 15% YOY sales growth.

Montagu’s Investment Thesis for Universal Investment is to evolve into the largest fund service platform for all asset classe in Europe. Universal’s value creation plan is to invest in new products (e.g. management company-only, ESG), state-of-the-art technology (e.g. blockchain, robotic process automation) and international sales force; establish a best-in-class branch in Poland with highly skilled talent to support the Frankfurt and Luxembourg offices, and acquire businesses that have a clear strategic fit throughout Europe.

Recently appointed to the position of Chief Financial Officer for Universal Investment, Heiko Laubheimer (50) joined from the energy service provider G+E GETEC Holding, where he was instrumental in EQT’s successful exit of the firm to JP Morgan's Infrastructure Investments Fund. Laubheimer served several years as CFO and managed the company on an interim basis. Other stations were Gardena, a garden equipment manufacturer in Ulm, which belongs to the Husqvarna Group, Intersnack, the food company, and the Bartec Group, which specializes in safety technology.. In his role as CFO of Universal Investment, the MBA succeeds Ian Lees, who has left the company.

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