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

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  • Awards & memberships

    Numerous top awards offer proof of our outstanding service quality

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Further topics

News at a glance
  • Press Release
    19. November 2024

    Universal Investment Group strengthens its senior management team: Ronan Doyle appointed as Chief Product Officer and André Jaeger promoted to Chief Risk Officer

    Universal Investment Group today announced the appointment of Ronan Doyle as Chief Product Officer and the promotion of André Jaeger to the role of Chief Risk Officer, effective immediately.

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  • Press Release
    18. November 2024

    Wealth managers are positive about 2025 despite crises and capital market risks

    Universal Investment"s wealth managers survey shows: A clear majority of the 50 respondents predict an upturn in the US and even a thriving economy in Asia, particularly China. For Europe and Germany, wealth managers surveyed expect recession or stagnation.

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  • Press Release
    01. October 2024

    Passing the baton in client services: Universal Investment focuses on continuity for sustained success

    Katja Mueller becomes Multi-Supervisory Board Member at Universal Investment Group. Jochen Meyers assumes responsibility for client relations as Group Head of Relationship Management. Marcus Kuntz takes charge of client acquisition as Group Head of Sales.

     

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