Who we are

With around € 214 billion in funds under administration (31 January 2015), over 1000 special investor and mutual fund mandates and around 550 employees, we are one of Germany’s biggest and most successful investment companies (KVG).

Independent – because as a subsidiary of prestigious private banks we are one of the few neutral fund companies in Germany.
Not being dependent on a dominant parent company or various group interests is something our clients – institutional investors, fund initiators and private investors – appreciate highly.

Experienced – because we have played a pioneering role in Germany’s fund landscape for more than 40 years. In 1970, we launched the first private label fund – a first for the industry.
Since then we have launched several of these special mutual funds in collaboration with domestic and overseas partners. 1990 marked the launch of the first master fund for institutional investors: we were thus operating as a Master KVG long before the concept was taken up by the industry at large.

Innovative – because we are in the vanguard of technological innovation in the fund industry. The wishes and needs of our clients have always been the key drivers behind these innovations. As specialists for every type of fund administration service and as a full service provider, IT lies at the heart of our business.


Here you will find our latest company profile with all the key data at a glance.

Feel free to contact us.

For information only and without responsibility. © Universal Investment