Milestones

In 1968 Universal-Investment was founded as a joint venture of German private banks. Today, Universal-Investment is the largest independent investment company in the German-speaking region. In between we have been experiencing multiple successful milestones and pioneering achievements.

2017

  • According to the 2017 PwC ManCo Survey, Universal-Investment is the largest AIFM ManCo in Luxembourg; among the Third-Party-ManCos, Universal-Investment ranks in second place.
  • Montagu Private Equity acquires  shares in Universal-Investment that are owned by shareholders Berenberg and Bankhaus Lampe. Montagu PE continues to focus on Universal-Investment’s independence, successful business model and high growth dynamics.
  • Introduction of RisikoAnalyse+: Expansion of the PowerPortal to include risk analyses with ex-ante risk indicators.

2015

  • Universal-Investment increases its focus on real assets and real estate: real estate platform in DE and L
  • Universal-Investment establishes the new department ‟Real Asset Managers” in order to provide fund initiators with the best possible advice on the launch of real asset funds.

2014

  • Universal-Investment is one of the first investment management companies in Germany + Luxembourg to obtain an AIFM license, allowing it to also launch closed funds in future.

2012

  • Introduction of PowerPortal: Webbased client portal provides access to extensive reportings.

2011

  • Universal-Investment launches real estate platform to round off its offering.

2010

  • Foundation of Universal Securitisation Solutions S.A. in Luxembourg.

2009

  • Establishment of an Investment-AG.

2007

  • Offering extended to include the Insourcing performance area.

2000

  • Universal-Investment-Luxembourg S.A established.

1998

  • Rule-based asset management becomes part of the business model.

1992

  • First master fund launched.

1970

  • Launch of the first private label fund in Germany.

1968

  • Universal-Investment is founded as a joint venture and management company.