360° Competence 100 % Efficiency

With EUR 480 billion in assets under administration thereof 369 billion in retail and institutional products (UCITS, SICAV, Special-AIF, SCS, etc.) and around 111 billion in insourcing and direct investments etc., around 1,472 mandates and funds as well as over 700 employees, Universal-Investment is the largest independent investment company in the German-speaking region.

Through its core services of administration, insourcing and risk management, the company focuses on the efficient structuring and administration of funds, securities, real estate and alternative asset classes as well as sophisticated risk management. As such, Universal-Investment has been a pioneering member of the investment industry for over 50 years . Today, it is the market leader in the areas of master funds and private label funds. We have continuously expanded this lead to date and by creating a platform for real estate investments in 2011, we added another component to our range of investment solutions. With this approach, Universal-Investment has become the investment management company with the most comprehensive line-up of products and services in the German-speaking region.

As a 360° service provider, we clearly create added value for our clients: from our offices in Frankfurt am Main, Luxembourg and Krakow, Poland, we work with about 400 asset managers and 39 custodian banks around the world, enabling us to offer a unique range of options for our partners.

Universal-Investment is backed by its owner Montagu Private Equity . The well-known private equity company ensures our neutrality and independence.

Overview of facts and figures

Summarised facts and figures about Universal-Investment you will find at a glance in our brief presentation.