Universal Investment

Universal Investment

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Milestones

50 years of quality

In 1968 Universal Investment was founded as a joint venture of German private banks. Today, Universal Investment is one of the leading European fund service platforms and Super ManCos. In between we have been experiencing multiple successful milestones and pioneering achievements.



2023
- Universal Investment secures significant investment from CPP Investments and continues partnership with Montagu
- Launch of the joint venture with Alumia - Universal Investment is a strategic partner and minority shareholder

 2022
- Establishment of a dedicated management company for Bayerische Versorgungskammer named UI BVK KVG
- Acquisition of European Fund Administration S.A. (EFA)


2021
- Acquisition of Metzler Ireland and establishment of a third fund service and ManCo hub in Ireland 
- Opening of the Universal Investment Ireland’s London branch 

2019
- Acquisition of IT data specialists UI labs from Lupus alpha 
- Expansion of our offering through front-office solutions

2018
- Launch of first loan origination fund

2017
- Montagu acquires shares previously held by Berenberg and Bankhaus Lampe
- Introduction of RiskoAnalyse+

2015
- Greater focus on real asset investments and real estate: real estate platform in DE and LU

2014
- Universal Investment is one of the first ManCo’s in DE & LU to earn the AIFM license – enabling the launch of closed-end funds 

 2012
- Introduction of our reporting platform PowerPortal

2011
- Building of our real estate platform  

2010
- Foundation of securitisation company: Universal Securitisation Solutions in Luxembourg  

2009
- Foundation of our own Investment-AG 2007 - Expansion of our offering to include insourcing services (BPO)
- Foundation of Universal Investment Luxembourg, Frankfurt branch as a portfolio management competence centre

2000
- Foundation of Universal Investment Luxembourg 

1998
- New addition to our business model: rule-based asset management

1992
- Launch of first institutional master fund 

1970
- Launch of first white label fund in Germany

1968
- Universal Investment is founded as a joint venture and independent investment company  

Our locations

International footprint for our clients and partners

Universal Investment Group (dark blue); Austria Participation: MASTERINVEST Kapitalanlage GmbH (light blue)
More about Universal Investment

  • Structure & management

    360° competence, 100% independence

    Find out more

  • Awards & memberships

    Numerous top awards offer proof of our outstanding service quality

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Further topics

News at a glance
  • Press Release
    20. June 2024

    Universal Investment Group further strengthens management team for its German ManCo

    Universal Investment Group is extending the management team of its German third-party management company (KVG), Universal-Investment-Gesellschaft mbH (UID). UID Managing Director Mathias Heiss was appointed CEO of the German platform in May 2024. Corinna Jaeger and André Jaeger were also added to the management team. The German KVG is one of Universal Investment Group's three fund service platforms, alongside Luxembourg and Ireland.
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  • Press Release
    28. May 2024

    Universal Investment Group appoints John Burns as Chief Technology Officer

    Universal Investment Group, a leading European fund services platform and Super ManCo, has appointed John Burns as its Group Chief Technology Officer (CTO) and a member of the executive board, effective June 1, 2024. In this newly created role, he will oversee all aspects of technology, including the strategic direction and enhancement of the Group’s IT platforms.
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  • Universal Investment leading third party ManCo & AIFM in Luxembourg again
    News
    May 2024

    Leading third party ManCo & AIFM in Luxembourg again

    PwC analyses 300 ManCos in its annual "Observatory for Management Companies" - and the Universal Investment Group performs excellently thanks to its many successful fund launches with asset managers and asset owners. The Luxembourg-based ManCo is once again the largest third-party ManCo in the Grand Duchy and is also ranked first in the top 10 largest Luxembourg AIFMs.
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