Milestones

2025
- Launch of first ELTIF product

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

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
- Opening of the Polish office

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

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

2011
- Building of our real estate platform

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

2009
- Foundation of our own Investment-AG
- Foundation of Universal Investment Luxembourg, Frankfurt branch as a portfolio management competence centre

2007
- Expansion of our offering to include insourcing services (BPO)

2000
- Foundation of Universal Investment Luxembourg

1998
- New addition to our business model: rule-based asset management
- Go-live of Metzler Ireland (part of UI Group since 2021)

1996
- Establishment of European Fund Administration (EFA) in Luxembourg (part of UI Group since 2022)

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