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    Profile of registrant

Union Asset Management Holding AG

Identification number in the register: 35378765850-63
Registration date: 16/05/2011 13:40:44

The information on this entity was last modified on: 22/05/2015 09:03:22
The date of the last annual update was: 09/02/2015 12:22:41
Next update due latest on: 09/02/2016

    Registrant : Organisation or self-employed individual

Union Asset Management Holding AG

UMH

Aktiengesellschaft

    Section of registration

II - In-house lobbyists and trade/business/professional associations

Companies & groups

    Contact details

Weißfrauenstraße, 7
Frankfurt am Main 60311
GERMANY

(+49) 6925670

    Person with legal responsibility

Mr  Hans Joachim Reinke

CEO

    Person in charge of EU relations

Mr  Stefan Mai

Head of Public Affairs

    Goals / remit

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 is 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. Union Investment provides investment solutions for all needs and has a strong market position regarding government-subsidised fund saving plans for retirement and in general of funds which correspond with the UCITS directive.

  • European
  • national

    Specific activities covered by the Register

- Banking Structural Reform (BSR)
- Benchmarks & Indices
- Capital Market Union (CMU)
- Consultation paper on MiFID II/ MiFIR (ESMA/2014/1570)
- Packaged Retail and Insurance-based Investment Products (PRIIPs)


 

No

No

No

No

No

-

    Number of persons involved in the activities described in the box above

25%: 4

4

1

    Persons accredited for access to European Parliament premises

First name Surname Start Date End Date
Stefan Mai 27/05/2015 22/05/2016
Andreas Illenseer 10/06/2015 03/06/2016
Alexandra Schick 10/06/2015 03/06/2016
Andreas Maskow 10/06/2015 03/06/2016
Andreas Ludwig Kurt Zubrod 10/06/2015 03/06/2016

    Fields of interest

  • Consumer Affairs
  • Economic and Financial Affairs
  • Enterprise
  • General and Institutional Affairs
  • Internal Market
  • Taxation

    Membership and affiliation

Union Investment is i.a. member of the national associations BVI (Bundesverband Investment und Asset Management e.V) and BVR (Bundesverband der Deutschen Volksbanken und Raiffeisenbanken e.V.). On European level Union Investment is i.a. member of the pan European association EFAMA(European Fund and Asset Management Association) and member of the EPFSF (European Parliamentary Financial Services Forum).

    Financial data

01/2014  -  12/2014

100,000 € - 199,999 €

No funding received from the EU institutions during the last closed financial year.

The financial data of Union Investment also includes the membership fees for associations under 12. and their respective budget on EU activities covered by the register.

    Code of conduct

By its registration the organisation has signed the Transparency Register Code of Conduct.