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
- PwC ManCo Survey 2023 again names Universal Investment Luxembourg as the leading third-party ManCo and third-party AIFM in Luxembourg

 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 

2020
- Launch of one of the first end-to-end investment platforms for digital assets: UI Enlyte
- Acquisition of CAPinside and establishment of a one-stop sales platform

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)

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 (Darkblue)                                                                      Austria participation: MASTERINVEST Kapitalanlage GmbH (Lightblue)
More about Universal Investment

  • Structure & management

    360° competence, 100% independence

    Find out more

  • Awards & memberships

    Numerous top awards offer proof of our outstanding service quality

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Further topics

News at a glance
  • Alternative Investments
    News
    August 2023

    Private Equity: An (Asset) Class of Its Own

    Due to the current interest rate environment institutional investors have the opportunity to invest profitably in interest-bearing products again. This marks a new chapter for private equity. Many investors had been drawn to it over the last few years as a way to generate returns in low-interest environment. Over the past few years, many investors have sought out this asset class primarily to benefit from higher and stable returns in the low interest rate environment. So now, when one of the key fundamentals of the private equity boom changes, the question is how investors will react and what factors will gain increased importance when it comes to selecting providers and their respective products.
    Read More
  • Press Release
    03. August 2023

    Montrusco Bolton expands European presence in partnership with Universal Investment 

    Canadian asset management firm Montrusco Bolton expands its presence in Europe and internationally with a new fund for US Equities. The fund has been launched in collaboration with Universal Investment Group, one of the leading Super ManCos and fund administrators in Europe. 

    Read More
  • Katja Mueller
    News
    July 2023

    “Our clients are well-positioned on their journey into the future with us. “

    Chief Customer Officer Katja Mueller shares her insights in this spotlight interview about the possible future direction of the fund industry as a whole and explains why she is confident in the success of industry specialists.
    Authors: Katja Mueller, Universal Investment Read More