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.