Investment positions Mobius at the center of the convergence between pensions, wealth, and private markets – unlocking scalable access to modern investment strategies
Motive Partners (“Motive”), a specialist private investment firm focused on financial technology, announced a strategic investment in Mobius, a leading UK based pension investment platform, to accelerate the development of next-generation investment infrastructure across pensions and wealth. Motive purchased Mobius from Phoenix Equity Partners, and the transaction is expected to close later this year, subject to customary closing conditions.
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Mobius is a differentiated, independent investment platform serving institutional and wealth clients across defined benefit (DB), defined contribution (DC), and personal pension (SIPP) markets. With more than 600 clients, over £30 billion in assets under administration, and connectivity to 100+ investment managers, Mobius enables clients to design, manage, and deliver complex pension and retirement solutions with speed, flexibility, and efficiency.
The partnership directly aligns with Motive’s wealth and asset management investment thesis, centered on the convergence of public and private markets, the democratization of alternatives, and the growing need for modern, connected infrastructure across the investment lifecycle.
With Phoenix’s support, and through its UK life company structure and open architecture platform, Mobius has developed capabilities including fund wrapping, blending, and unitization, allowing clients to combine traditional and alternative assets into scalable, customized solutions. This positions Mobius as critical infrastructure for a pensions and wealth market focused on delivering improved investment outcomes.
The investment also advances Motive’s broader ecosystem strategy in wealth and asset management, where the firm has built a front-to-back view of the investment value chain – spanning pre-trade data and connectivity, execution, product manufacturing, and post-trade processing. Mobius strengthens this ecosystem by adding differentiated product structuring and distribution capabilities, particularly across pensions and long-term savings.
As with all its investments, Motive Partners will bring a differentiated investor–operator–innovator (IOI) model to its partnership with Mobius, combining capital with operational expertise and technology-led transformation capabilities, to work closely with the Company to execute a comprehensive value creation plan focused on growth, innovation, and scalability.
“We are excited to partner with Mobius at a pivotal moment in the evolution of wealth and pensions,” said Scott Kauffman, Founding Partner, Head of Investments at Motive Partners. “Our investment thesis is grounded in the belief that wealth and asset management is being reshaped by the rise of alternatives, increasing complexity of products, and the need for modern infrastructure. Mobius has built a distinctive platform that enables this shift – connecting asset managers, pension schemes, and wealth platforms through flexible, open architecture.”
Motive’s 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.
“We believe Mobius is well positioned to help shape the future of wealth and retirement investing,” said Neil Cochrane, Partner at Motive Partners. “As demand grows for private markets access, more personalized 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.”
“Motive is the ideal partner for the next phase of our growth,” said James Finch, CEO of Mobius. “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.”
“At a time when pension systems and wealth platforms are evolving rapidly, the need for flexible, scalable investment infrastructure has never been greater,” said c Chair of Mobius. “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.”
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