Samiksha Jaiswal (Editor)

Universal Investment

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Industry
  
Investment funds

Headquarters
  
Frankfurt, Germany

Number of employees
  
650

Website
  
[1]

Founded
  
1968

Type of business
  
Limited company

Universal Investment wwwsmartinvestordewpcontentuploadssites720

Key people
  
Oliver Harth, Markus Neubauer, Stefan Rockel, Bernd Vorbeck (speaker of the management board)

Subsidiaries
  
Universal-Vertriebs-Services GmbH

Development of an investment platform alexander tannenbaum md universal investment


Universal-Investment-Gesellschaft mbH is an investment company based in Frankfurt am Main. With 290 billion Euro assets under management, 1,000 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/DeAWM and before DekaBank. Universal-Investment offers primarily the administration of investment funds and securities for institutional investors.

Contents

Being also one of the leading providers of private label funds in Germany, the company manages 550 such funds with a total volume of 25 billion Euro. 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-Kapitalanlagegesellschaften (Master-KAG) in Germany.

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

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.

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.

Shareholder

  • Montagu Private Equity
  • References

    Universal Investment Wikipedia