Milestones
In 1968 Universal-Investment was founded as a joint venture of German private banks. Today, Universal-Investment is the largest independent investment company in the German-speaking region. In between we have been experiencing multiple successful milestones and pioneering achievements.
2020
- Universal-Investment acquires CAPinside
and establishes a one-stop sales platform. - According to the PwC Observatory Management Companies Barometer 2020, Universal-Investment is again one of the leading AIFMs and third-party ManCos in Luxembourg.
2019
- Universal-Investment acquires IT service provider UI labs
from Lupus alpha and rounds off the service offering with front-office solutions.
2018
- First launch of a Loan Origination Fund
- First Top position regarding Assets under Management (AuM) amongst all licensed AIFM and Third Party Mancos in Luxembourg according to PwC-report "Observatory Management Companies Barometer 2018":
- Rank 1 as AIFM ManCo
- Rank 1 as Third Party ManCo - Setup of the new Polish branch in Krakow
2017
- Montagu Private Equity acquires shares in Universal-Investment that are owned by shareholders Berenberg and Bankhaus Lampe. Montagu PE continues to focus on Universal-Investment’s independence, successful business model and high growth dynamics.
- Introduction of RisikoAnalyse+: Expansion of the PowerPortal to include risk analyses with ex-ante risk indicators.
2015
- Universal-Investment increases its focus on real assets and real estate: real estate platform in DE and L
- Universal-Investment establishes the new department ‟Real Asset Managers” in order to provide fund initiators with the best possible advice on the launch of real asset funds.
2014
- Universal-Investment is one of the first investment management companies in Germany + Luxembourg to obtain an AIFM license, allowing it to also launch closed funds in future.
2012
- Introduction of PowerPortal: Webbased client portal provides access to extensive reportings.
2011
- Universal-Investment launches real estate platform to round off its offering.
2010
- Foundation of Universal Securitisation Solutions S.A. in Luxembourg.
2009
- Establishment of an Investment-AG.
2007
- Offering extended to include the Insourcing performance area.
2000
- Universal-Investment-Luxembourg S.A established.
1998
- Rule-based asset management becomes part of the business model.
1992
- First master fund launched.
1970
- Launch of the first private label fund in Germany.
1968
- Universal-Investment is founded as a joint venture and management company.