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
- 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 
- Opening of the Universal Investment Ireland’s London branch 

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 (dark blue); Austria Participation: MASTERINVEST Kapitalanlage GmbH (light blue)
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
  • Press Release
    10. April 2024

    Universal Investment Survey: A Third of German Asset Owners Yet to Determine ESG Performance of Their Own Real Estate Portfolio

    Traditional energy certificates and GRESB are the most favoured methods for assessing ESG performance. Asset owners prefer Article 8 funds under SFDR over Article 9 funds. Photovoltaic systems are primarily aimed at optimising property value. Already, one in five respondents consider co-ownership funds to drive efficiencies. 

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  • Press Release
    21. March 2024

    Universal Investment Group appointed as Management Company for Carnegie Fonder SICAV Portfolio

    Carnegie Fonder, a leading independent asset management company in Sweden, has selected Universal Investment Group as the new Management Company for its UCITS SICAV fund range in Luxembourg.

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  • Chistina Huebschen
    Press Release
    19. March 2024

    Universal Investment Group appoints Christina Huebschen as Group Chief Human Resources Officer

    Universal Investment Group, a leading European fund services platform and Super ManCo, today announced the appointment of Christina Huebschen (49) as Group Chief Human Resources Officer, effective April 1, 2024. In this new role, Christina will lead the Group for all aspects of human resources, encompassing people strategy and HR operations, culture and inclusion, talent management, and compensation and benefits.
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