Universal Investment

Universal Investment is the largest independent investment company in German-speaking countries, managing approximately EUR 462 billion in assets. This includes around EUR 360 billion in retail and institutional products across various fund structures and EUR 102 billion in additional services such as insourcing and direct investments. The company offers a diverse range of investment management services tailored for institutional investors and asset managers. Its three main product lines encompass Securities, Alternative Investments, and Portfolio Management, providing clients with efficient fund administration, structuring, and sophisticated risk management. With a workforce of about 700 employees, Universal Investment supports 1,402 funds and investment structures, ensuring transparency and adaptability to meet the specific demands of the investment industry.

Heiko Laubheimer

CFO

Stefan Rockel

Managing Director

1 past transactions

CAPinside

Acquisition in 2020
CAPinside GmbH is a Hamburg-based company that operates an online investment community platform tailored for the German-speaking market. Founded in 2017, the platform facilitates the exchange of investment information, focusing on fund marketing and sales initiation. CAPinside connects investors, fund managers, and intermediaries, particularly independent financial advisors and asset managers, through an algorithm-driven network that utilizes artificial intelligence for content and investment analyses, as well as data-driven matching. The platform allows users to compare a broad range of investment products, including ETFs and various funds, while providing portfolio analysis to enhance investment decisions. CAPinside aims to promote transparency and informed decision-making among investors, striving to empower them to build wealth on par with industry experts and asset providers.
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