Milestones
50 years of quality
- Launch of first ELTIF product
- Opening of the Singapore office and entry into the APAC region
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
- 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
International footprint for our clients and partners
