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 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.