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.



2025
- Launch of first ELTIF product

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

locations Universal Investment
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

    Find out more

Further topics

News at a glance
  • Robert Bluhm
    News
    May 2025

    ESG Remains a Central Topic for Institutional Investors and Fund Initiators in Europe

    For some time now, and especially since the inauguration of Donald Trump as US President, the topic of ESG (environmental, social and governance considerations) has seemed to irreversibly fade into obscurity. Major corporations are shutting down their Diversity, Equity & Inclusion (DEI) programmes, and global financial institutions are withdrawing en masse from the Net-Zero Banking Alliance (NZBA).
    Author: Robert Bluhm Read More
  • Markus Bannwart
    News
    April 2025

    Rethought and greatly enhanced: how ELTIFs are widening the investment spectrum for retail clients and (semi-) institutional investors

    At the beginning of 2024, the revised ELTIF 2.0 framework entered into force, followed by the regulatory technical standards in October of the same year. In addition to a broad spectrum of investments in tangible assets, including a wider range of real estate opportunities, up to 45 per cent may now be held in assets that would be eligible for a UCITS fund. ELTIF 2.0 thus enables individual investment strategies to be realised with significantly greater ease and flexibility.
    Author: Markus Bannwart Read More
  • Press Release
    07. April 2025

    Celebrating 25 years in Luxembourg, Universal Investment is the largest Third-Party ManCo

    Universal Investment Group is celebrating the 25th anniversary of its Third-Party ManCo in Luxembourg, where it has grown into one of the largest fund services platforms. 

    Read More
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