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Universal Investment selected by UBS as its preferred third-party fund management company in Luxembourg

Date:

6 October 2026

  • Corporate
UBS has announced its decision to simplify the operating model of its Luxembourg Management Company (ManCo) to focus primarily on serving its in-house funds.

To ensure a robust and reliable solution for

affected clients, UBS has selected Universal Investment as its preferred third-party fund management company, reflecting UBS’s commitment to securing a long-term solution for its White-Labelling clients in Luxembourg.

UBS’s White-Labelling clients will have the opportunity to transition to Universal Investment. Both firms are firmly committed to supporting a smooth and client-focused transition, with a strong emphasis on service continuity and disciplined execution.

Universal Investment is Europe’s leading third-party ManCo and fund services platform. With nearly 60 years of specialist expertise, more than EUR 1.5 trillion in assets under administration, and operations across Germany, Luxembourg, Ireland, Sweden, France, Poland, the UK, and Singapore, Universal Investment combines scale, deep regulatory expertise and technology-enabled solutions. Clients who choose to transition to Universal Investment will benefit from the firm’s continued investment in its ManCo and fund services capabilities, alongside an established Luxembourg business backed by three decades of local market experience and a track record of outstanding client service.

Francesca McDonagh, Chief Executive Officer of Universal Investment Group, said: “We are delighted to have been chosen by UBS as a trusted ManCo partner, enabling its clients to benefit from Universal Investment’s nearly 60 years of expertise and our long-standing presence in Luxembourg. We are committed to delivering a seamless transition, with a strong focus on service continuity and disciplined execution.”

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    6 October 2026

    Universal Investment selected by UBS as its preferred third-party fund management company in Luxembourg

    UBS has announced its decision to simplify the operating model of its Luxembourg Management Company (ManCo) to focus primarily on serving its in-house funds.

    To ensure a robust and reliable solution for affected clients, UBS has selected Universal Investment as its preferred third-party fund management company, reflecting UBS’s commitment to securing a long-term solution for its White-Labelling clients in Luxembourg.

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