Phoenix Equity partners has sold its stake in Mobius to private equity firm Motive Partners, which specialises in investing and expanding fintech businesses.
Mobius provides a pension investment platform to DB and DC clients and has expanded into the retail SIPP market. It has more than 600 clients with £30bn assets under administration.
Mobius operates an open architecture platform, set-up and structured as a unit-linked life insurance company. It says this provides a tax-efficient way for pension clients to access more than 100 asset managers, which now includes those managing venture capital and other private markets. Its structure allows schemes to combine traditional products with alternative asset classes and deliver scalable customised solutions for savers.
This investment comes at a time when the UK pensions and wealth market is rapidly growing, and undergoing significant structural change, including consolidation, an increasing allocation to private markets, and a growing need for more effective accumulation and decumulation solutions.
Announcing it was taking a stake in Mobius, Motive said that this platform delivered a “critical infrastructure for a pensions and wealth market, focused on delivering improved investment outcomes.”
Mobius says that this investment will allow it accelerate future growth plans. Motive Partners brings a differentiated investor–operator–innovator model combining capital with operational expertise and technology-led transformation capabilities. Motive will work closely with Mobius to execute a comprehensive “value creation plan” focused on growth, innovation, and scalability.
Mobious CEO James Finch says: “Mobius is an established, innovative business with a unique position in the UK pensions market. With Motive’s investment and experience, we can accelerate development of our platform and capabilities for the benefit of clients.
“Global demand for better pension and retirement outcomes is increasing, driving the need for more advanced investment infrastructure and deep operational expertise. With Motive’s support, I’m excited about the role Mobius will play in the future of pensions and wealth.”
Mobius chair Steve Groves adds: “At a time when pension systems and wealth platforms are evolving rapidly, the need for flexible, scalable investment infrastructure has never been greater.
“Mobius has built a distinctive position at the intersection of pensions, wealth, and private markets, helping clients access increasingly sophisticated investment solutions through a modern, open-architecture platform.
“Motive Partners brings deep sector expertise, a strong global network, and a shared vision for the future of investment infrastructure. We are delighted to welcome them as a strategic partner as we accelerate the next phase of growth for the business.”
Motive partner Neil Cochrane says: “We believe Mobius is well positioned to help shape the future of wealth and retirement investing. As demand grows for private markets access, more personalised investment solutions, and modern infrastructure, Mobius is a category leader at the intersection of those trends.
“We’re excited to partner with the team to support the company’s next phase of international growth, expand its capabilities, and further strengthen connectivity across the investment ecosystem.”
