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
- 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
International footprint for our clients and partners

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Structure & management
Find out more360° competence, 100% independence
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Awards & memberships
Find out moreNumerous top awards offer proof of our outstanding service quality