Universal Investment

Universal-Investment-Gesellschaft mbH is an investment company based in Frankfurt am Main with offices in Luxembourg and Cracow, Poland. With 406 billion Euro assets under management, 1,261 institutional funds and private label funds and more than 650 employees Universal-Investment is one of the leading German investment firms. In 2014, the company ranked third, after Allianz Global Investors and DWS and before DekaBank.[1] Universal-Investment offers primarily the administration of investment funds and securities for institutional investors.

Universal Investment GmbH
TypeLimited company
IndustryInvestment funds
Founded1968
HeadquartersFrankfurt, Germany
Key people
Frank Eggloff (CFO), Katja Müller (CCO), Markus Neubauer, Michael Reinhard (CEO), Stefan Rockel, Stephan Scholl (COO)
Number of employees
650
Website

Being also one of the leading providers of private label funds in Germany, the company manages 718 such funds with a total volume of 28 billion Euro.[2] Private label funds are investment funds, which are launched together with an independent partner who manages and distributes them. Universal-Investment is one of the biggest administration platforms in Germany for institutional investors offering different fund vehicles as SICAV or UCITS. The company also belongs to the biggest providers of Master-Kapitalverwaltungsgesellschaften (Master-KVG) in Germany.[3]

With closing date 11 January 2017, the current shareholder of Universal-Investment is Montagu Private Equity LLP, who acquired the shares from the former parent companies.[4]

The two former parent companies have been Berenberg Bank and Bankhaus Lampe, which owned 50% of the company each, after having bought out Hauck & Aufhäuser and Landesbank Baden-Württemberg.[5][6]

In September 2013, Universal-Investment launched a joint project with Stratton Street called Stratton Street Ucits UI Renminbi Bond Fund, based on Stratton Street's existing renminbi strategy. The original strategy has been managed by Stratton Street since 2007, and focuses on creditor rather than debtor nations.[7]

Shareholder

References
  1. https://www.boersen-zeitung.de/index.php?li=1&artid=2015149006, Börsen-Zeitung, 7. August 2015: "Universal-Investment verdrängt DekaBank"
  2. http://www.universal-investment.de/Profil/Wir?lang=en-us
  3. "Archived copy". Archived from the original on July 19, 2011. Retrieved February 28, 2011.CS1 maint: archived copy as title (link)
  4. http://www.universal-investment.com/en/topics/press/closing%20of%20share%20acquisition%20completed
  5. http://www.investmenteurope.net/investment-europe/news/2201718/german-private-banks-build-stake-in-universal-investment
  6. http://www.universal-investment.de/News/Berenberg-Bank-und-Bankhaus-Lampe-ubernehmen-LBBW-?lang=en-us
  7. http://www.investmenteurope.net/investment-europe/news/2297586/universal-investment-stratton-street-launch-renminbi-ucits
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