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Universal Investment 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.



2022
- Establishment of a dedicated management company for Bayerische Versorgungskammer named UI BVK KVG 
- Acquisition of European Fund Administration S.A. (EFA)
- PwC ManCo Survey 2022 again names Universal Investment Luxembourg as the leading AIFM and third-party ManCo in Luxembourg 

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

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  • Awards & memberships

    Numerous top awards offer proof of our outstanding service quality

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More Topics

  • Press Release
    09. November 2022

    Universal Investment Group completes acquisition of EFA

    Universal Investment Group is pleased to announce that it has successfully completed the acquisition of Luxembourg-based financial services provider European Fund Administration (EFA). The agreement for the acquisition was signed in April and has recently been approved by the Commission de Surveillance du Secteur Financier (CSSF), the Luxembourg financial regulator.

    Read More
  • News
    November 2022

    Universal Investment Group awarded twice at the assetservicingtimes Awards 2022

    The well-known UK industry magazine assetservicingtimes host every year the Industry Excellence Awards recognising the achievements of talented and dedicated firms, individuals and departments across the global asset services industry in more than 30 categories.

    Read More
  • Partner News
    October 2022

    Risk in focus: Seeking absolute returns with emerging market bonds

    Emerging markets can be a volatile place to invest. Investors are frequently exposed to political and geopolitical risks. However, how you manage those risks matters. In this interview, Tim Habicht from news platform Fundview, speaks to Senior Portfolio Manager John S. Gray. He is part of a portfolio management team that manages an absolute return focussed emerging market bond fund at Legal & General Investment Management (LGIM).
    Authors: John S. Gray, Legal & General Investment Management Read More