Germany's largest independent fund administration service provider

Universal Investment

Supporting the regulatory compliance and efficiency of financial market participants through fund administration services

Tech-enablement
Germany
2017
Current
€550+bn

Assets under administration

€97bn

Increase in assets administered in 2019

15%

Year-on-year sales growth

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

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 the 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.