Universal-Investment is Germany’s largest independent provider of legal structures as well as middle- and back-office fund administration services for institutional investors and asset managers.
Montagu acquired Universal-Investment from Joh. Berenberg, Gossler & Co. KG and Bankhaus Lampe KG in January 2017.
Universal-Investment, headquartered in Frankfurt am Main and established in 1968, is Germany’s largest independent provider of German and Luxembourg fund structures as well as middle- and back-office fund administration services for institutional investors and asset managers. Universal-Investment is focused on the efficient and risk-oriented administration of funds, securities, real assets and real estate. Over the past ten years, Universal-Investment has quadrupled its assets under administration and management, today amounting to over €290bn.
Montagu was attracted by the resilient growth of the fund administration industry driven by continuous net inflows of capital, high entry barriers and Universal-Investment’s excellent reputation and competitive positioning. Montagu is backing a highly experienced management team with a vision to further grow the business over the next years.