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.



2025
- Launch of first ELTIF product
- Opening of the Singapore office and entry into the APAC region

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

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

  • Press Release
    07. October 2025

    Universal Investment Group expands into APAC with first office in Singapore

    Bjoern Beck appointed to lead operations, bringing extensive expertise in real estate and APAC markets. Singapore office to support international growth strategies of existing clients and serve as a gateway for APAC investors into European fund markets. 
     

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  • Press Release
    16. September 2025

    Real Estate Survey 2025: Institutional investors favour real estate, but infrastructure is gaining in importance

    Office and residential properties remain the most important types of use, with logistics catching up. Purchase prices are becoming more attractive again and rising prices are expected.
     

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  • Press Release
    03. September 2025

    Asset management boutiques turn to outsourcing and international expansion amid mounting commercial pressures

    52% of boutiques plan to outsource services, while 49% plan international expansion within the next 12-24 months as firms grapple with regulatory pressure and margin erosion 

    Read More
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