Union Asset Management Holding AG
Budget
€200 — €0
EP Access
0
accredited persons
Staff
3
0.75 FTE
EU Grants
None
Mission & Goals
The Union Investment Group, based in Frankfurt/Main, Germany was founded in 1956, and is today one of Europe’s leading asset managers for private and institutional clients. Union Investment offers a wide range of investment solutions to professional investors and retail investors in various asset classes and investment styles. Regarding professional investors Union Investment’s sophisticated client base includes banks, pension funds, insurance companies, church organisations, industrial corporations and non-profit organisations such as charitable foundations and trade associations. The product range includes for example fixed income, equity, real estate, infrastructure and alternative investments. Regarding retail investors Union Investment has a very diversified customer base starting from small scale investors to affluent retail clients.
EU Legislative Interests
- Sustainable Finance - Capital Markets Union (CMU) - Retail Investment Strategy (RIS) - MiFID II/MiFIR - Packaged Retail and Insurance-based Investment Products (PRIIPs) - Open Finance (FIDA) - Capital Requirements Regulation (CRR III) - Savings and Investment Union (SIU)
Interests Represented
Promotes their own interests or the collective interests of their members
Member Of
Union Investment is i.a. member of the national associations BVI (Bundesverband Investment und Asset Management e.V), BVR (Bundesverband der Deutschen Volksbanken und Raiffeisenbanken e.V.) and ZIA (Zentraler Immobilien Ausschuss e.V.). On European level Union Investment is i.a. member of the pan European association EFAMA (European Fund and Asset Management Association).
Organisation Members
https://www.finanzagenda.de/ueber-uns/union-investment/verbandsmitgliedschaften
Commissioner Meetings
No recorded meetings with EU commissioners.