The leading independent provider of third-party management company and fund administration services in Germany and Luxembourg, servicing institutional investors and fund initiators.


Assets under administration


Increase in assets administered in 2019


Year-on-year sales growth

A Montagu business

  • Clear market leader for third-party management company and fund administration services of security and alternative funds domiciled in Germany and Luxembourg
  • Strong and continuous organic growth over the past decade
  • Downside protected and highly resilient business model
  • Customer relationships are long and well-cemented with best-in-class net promoter scores
  • Potential for material acquisitions throughout Europe in a fragmented market


Investing in the future

With our support, Universal’s value creation plan is to invest in new products (e.g. management company-only, ESG), state-of-the-art technology (e.g. blockchain, robotic process automation) and the international sales force; establish a best-in-class branch in Poland with highly skilled talent to support the Frankfurt and Luxembourg offices; and acquire businesses that have a clear strategic fit throughout Europe.

The goal is for Universal to evolve into the largest fund service platform for all asset classes in Europe. 



Deal details

Year of entry





In portfolio

Industry Sector

Essential Services

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