Universal Investment is a group of companies headquartered in

Frankfurt am Main Frankfurt am Main () is the most populous city in the States of Germany, German state of Hesse. Its 773,068 inhabitants as of 2022 make it the List of cities in Germany by population, fifth-most populous city in Germany. Located in the forela ...

with three regulated investment companies based in Germany, Luxembourg and Ireland. Biggest part is Universal-Investment Gesellschaft mbH, founded in 1968. Core offerings are

investment fund An investment fund is a way of investment, investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group such as reducing the risks of the investment by a significant percentage. These ad ...

services and management company services for

asset management Asset management is a systematic approach to the governance and realization of all value for which a group or entity is responsible. It may apply both to tangible assets (physical objects such as complex process or manufacturing plants, infrastr ...

companies and

institutional investor An institutional investor is an entity that pools money to purchase securities, real property, and other investment assets or originate loans. Institutional investors include commercial banks, central banks, credit unions, government-linked ...

s. The company launches and administers funds for all

asset classes In finance, an asset class is a group of marketable financial assets that have similar financial characteristics and behave similarly in the marketplace. These instruments can be distinguished as either having to do with real assets or having ...

such as

securities A security is a tradable financial asset. The term commonly refers to any form of financial instrument, but its legal definition varies by jurisdiction. In some countries and languages people commonly use the term "security" to refer to any for ...

alternative investment An alternative investment, also known as an alternative asset or alternative investment fund (AIF), is an investment in any Asset classes, asset class excluding capital stocks, Bond (finance), bonds, and cash. The term is a relatively loose ...

s and real estate. Universal Investment manages more than a trillion euros in about 2,000 funds with over 1,700 employees. The company is an affiliate member of

Investment Association The Investment Association is a British trade association that represents the investment management industry in the United Kingdom. , there were over 250 corporate members. History The ''Association of Unit Trust and Investment Funds'' (AUTIF) ...

. With ''Universal-Investment-Luxembourg S.A''., Universal Investment is also active in Luxembourg, where it is one of the 20 largest management companies with assets under administration of 108 billion euros.

History

In 1968, the company was founded by several German private banks as joint investment company In 2012,

Berenberg Bank Joh. Berenberg, Gossler & Co. Kommanditgesellschaft, KG, commonly known as Berenberg Bank and also branded as simply Berenberg, is a Multinational corporation, multinational full-service private bank, private and merchant bank headquartered in H ...

and Bankhaus Lampe acquired the shares of Hauck & Aufhäuser and

Landesbank Baden-Württemberg Landesbank Baden-Württemberg (, LBBW) is a universal bank and the Landesbank for some Federal States of Germany (Baden-Württemberg, Rheinland-Pfalz, Sachsen). As of 2018, it is Germany's biggest state-backed landesbank lender. LBBW is a full-s ...

. In September 2016, British private equity group Montagu acquired

and Bankhaus Lampe's stakes in Universal Investment, thus gaining control of the asset management firm. In 2019, Universal Investment acquired the IT service provider UI labs, which specializes in front-office solutions, from Lupus alpha. In 2021 the group acquired Metzler Bank's Irish fund management company and renamed it Universal Investment Ireland Fund Management Limited. In 2022, the company announced the acquisition of Luxembourg fund administrator European Fund Administration S.A. In 2022, Canadian Pension Plan Investment Board acquired from majority shareholder Montagu a minority stake in Universal Investment.

References

External links

* {{Major asset management companies Financial services companies established in 1968 Companies based in Frankfurt Investment management companies of Germany Private equity firms of Europe Asset management companies

History

See also

References

External links