Milestones

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

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