Milestones on Our Journey

How did a newcomer to the industry evolve into the largest independent investment company in the German-speaking arena? Take a look at the world of Universal-Investment and find out about our origins, what drives us and what goals we are pursuing.

Universal-Investment

Foundation of Universal-Investment on 4 November/launch of first special institutional fund

Economy & financial markets

Free trade in gold price/introduction of value-added tax

Economy & financial markets

Introduction of electronic data-processing at the Frankfurt Stock Exchange

Universal-Investment

Launch of first private label fund in Germany/first full-time employee

Economy & financial markets

Oil crisis in Germany

Universal-Investment

60 million deutschmarks in assets under management

Universal-Investment

Team of 10 employees

Universal-Investment

1 billion deutschmarks in fund assets

Universal-Investment

Launch of 100th fund

Economy & financial markets

Black Monday – first financial market crash after the Second World War

Economy & financial markets

Green light given to the Economic and Monetary Union, free movement of capital within Europe/introduction of the DAX

Economy & financial markets

Fall of the Berlin Wall

Economy & financial markets

Start of the Economic and Monetary Union/German unification/crisis in Japan

Universal-Investment

First Master Fund, pioneer of the Master KAG

Universal-Investment

First bond fund based on computer-aided trend-tracking system

Universal-Investment

Transition management established on the German market

Universal-Investment

Rules-based management incorporated into business model/42 employees

Economy & financial markets

Introduction of euro as book money

Universal-Investment

Foundation of Universal-Investment Luxembourg S.A.

Economy & financial markets

Bursting of the dotcom bubble

Economy & financial markets

Introduction of euro as cash

Universal-Investment

€50 billion in fund assets

Universal-Investment

Launch of Insourcing as service division

Economy & financial markets

Onset of financial crisis/Special Funds Act

Universal-Investment

UI bucks the global financial crisis: foundation of own investment public limited company/€100 billion in fund assets

Universal-Investment

Foundation of securitisation company Universal Securitisation Solutions in Luxembourg/administration of more than 1,000 fund mandates

Universal-Investment

Development of a real-estate platform for administering real-estate funds

Universal-Investment

Acquisition of SEB Master KAG/for asset class hedge funds, €200 billion in fund assets

Economy & financial markets

Mario Draghi’s “Whatever it takes”

Universal-Investment

One of the first KVGs in Germany and Luxembourg to be granted AIFM license

Economy & financial markets

DAX exceeds 10,000 point mark

Universal-Investment

Expansion of real asset investments and real estate/launch of Real Asset Managers division

Economy & financial markets

British vote for Brexit

Universal-Investment

Montagu Private Equity becomes investor/third-largest German investment company/highest fund turnover

Economy & financial markets

Trump becomes president of the USA

Universal-Investment

50 years of Universal-Investment/€400 billion in fund assets

Economy & financial markets

Investment Tax Reform Act and MiFID II enter into force

Milestones on Our Journey

How did a newcomer to the industry evolve into the largest independent investment company in the German-speaking arena? Take a look at the world of Universal-Investment and find out about our origins, what drives us and what goals we are pursuing.

1968

Universal-Investment

Foundation of Universal-Investment on 4 November/launch of first special institutional fund

Economy & financial markets

Free trade in gold price/introduction of value-added tax

1969

Economy & financial markets

Introduction of electronic data-processing at the Frankfurt Stock Exchange

1970

Universal-Investment

Launch of first private label fund in Germany/first full-time employee

1973

Economy & financial markets

Oil crisis in Germany

1975

Universal-Investment

60 million deutschmarks in assets under management

1978

Universal-Investment

Team of 10 employees

1980

Universal-Investment

1 billion deutschmarks in fund assets

1987

Universal-Investment

Launch of 100th fund

Economy & financial markets

Black Monday – first financial market crash after the Second World War

1988

Economy & financial markets

Green light given to the Economic and Monetary Union, free movement of capital within Europe/introduction of the DAX

1989

Economy & financial markets

Fall of the Berlin Wall

1990

Economy & financial markets

Start of the Economic and Monetary Union/German unification/crisis in Japan

1992

Universal-Investment

First Master Fund, pioneer of the Master KAG

1995

Universal-Investment

First bond fund based on computer-aided trend-tracking system

1997

Universal-Investment

Transition management established on the German market

1998

Universal-Investment

Rules-based management incorporated into business model/42 employees

1999

Economy & financial markets

Introduction of euro as book money

2000

Universal-Investment

Foundation of Universal-Investment Luxembourg S.A.

Economy & financial markets

Bursting of the dotcom bubble

2002

Economy & financial markets

Introduction of euro as cash

2005

Universal-Investment

€50 billion in fund assets

2007

Universal-Investment

Launch of Insourcing as service division

Economy & financial markets

Onset of financial crisis/Special Funds Act

2009

Universal-Investment

UI bucks the global financial crisis: foundation of own investment public limited company/€100 billion in fund assets

2010

Universal-Investment

Foundation of securitisation company Universal Securitisation Solutions in Luxembourg/administration of more than 1,000 fund mandates

2011

Universal-Investment

Development of a real-estate platform for administering real-estate funds

2012

Universal-Investment

Acquisition of SEB Master KAG/for asset class hedge funds, €200 billion in fund assets

Economy & financial markets

Mario Draghi’s “Whatever it takes”

2014

Universal-Investment

One of the first KVGs in Germany and Luxembourg to be granted AIFM license

Economy & financial markets

DAX exceeds 10,000 point mark

2015

Universal-Investment

Expansion of real asset investments and real estate/launch of Real Asset Managers division

2016

Economy & financial markets

British vote for Brexit

2017

Universal-Investment

Montagu Private Equity becomes investor/third-largest German investment company/highest fund turnover

Economy & financial markets

Trump becomes president of the USA

2018

Universal-Investment

50 years of Universal-Investment/€400 billion in fund assets

Economy & financial markets

Investment Tax Reform Act and MiFID II enter into force