Service Range for Institutional Investors

Transparent
Reliable
Consistent

Thinking ahead – Mastering complexity

With innovative spirit, deep expertise, long-standing experience, and a forward-looking perspective, we successfully support our  investors in structuring their capital investments and creating optimal investment conditions through tailored solutions.

Whether securities, alternative investments, real estate, or digital assets. Whether rule-based portfolio management with its multifaceted tasks or comprehensive reporting services – we cover the full range of services across all asset classes.

With our headquarters in Frankfurt and our offices in Dublin, Krakow, London, Luxembourg, Paris, Singapore, and Stockholm, we offer our clients seamless access to European and global financial markets.

As one of Europe’s leading fund services platforms and Super ManCos, we have been successfully supporting institutional investors for more than 55 years.

Value Chain

We support you along the entire value chain or, if you prefer, focus on selected modules. Your personal relationship manager will assist you from the very beginning.

Institutionelle_Investoren_Wertschoepfungskette_EN
Source: Universal-Investment-Gesellschaft mbH

Understanding the Challenges



We understand the unique demands of our time and the challenges they pose for institutional investors, particularly in areas like data security and cyber security. We handle our investors’ data with the utmost care and reliability: hosting and management are provided by our subsidiary UI Information Technologies.

Sustainability is equally important to us: we are committed to sustainability within our company and embed it into the services we offer our investors. Our comprehensive ESG reporting sets reliable standards.

Additionally, our in-house Sustainability Office supports our clients in sustainable investing, represents clients’ intrests in industry committees, and drives market transformation through cross-sector exchange and collaboration.

 

Asset Classes

Asset Classes at a Glance

From securities to alternative investments, from real estate to digital assets. Universal Investment covers the full spectrum across all relevant structures and vehicles with a presence in key fund domiciles in Germany, Luxembourg, and Ireland.

Services

Cose-up and long-range perspective

Our rule-based portfolio management with overlay management, reporting across all asset classes and vehicles, and especially ESG reporting give you a sharper view of your portfolios, to ensure regulatory compliance, and balance risks with opportunities.

Universe – Fund Partners

Expertise and Experience 

Universe – You are only one click away from our national and international fund partners with numerous investment strategies and solutions for institutional investors.

Contact

Let's work together to find the right solution for you. We would be pleased to present our comprehensive range of services.
Dirk Grosshans

Dirk Grosshans

Head of Business Development DACH

+49 69 71043 539

dirk.grosshans@universal-investment.com

Frank Becker

Frank Becker

Managing Director, Head of Relationship Management for Asset Owners & Asset Managers DACH

+49 69 71043 460

frank.becker@universal-investment.com

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