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<\/a><\/a>\nMobius 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 \u00a330 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.<\/p>
\nThe partnership directly aligns with Motive\u2019s 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.<\/p>
\nWith Phoenix\u2019s 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.<\/p>
\nThe investment also advances Motive\u2019s broader ecosystem strategy in wealth and asset management, where the firm has built a front-to-back view of the investment value chain \u2013 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.<\/p>
\nAs with all its investments, Motive Partners will bring a differentiated investor\u2013operator\u2013innovator (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.<\/p>
\n\u201cWe are excited to partner with Mobius at a pivotal moment in the evolution of wealth and pensions,\u201d said Scott Kauffman, Founding Partner, Head of Investments at Motive Partners<\/b>. \u201cOur 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 \u2013 connecting asset managers, pension schemes, and wealth platforms through flexible, open architecture.\u201d<\/p>
\nMotive\u2019s 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.<\/p>
\n\u201cWe believe Mobius is well positioned to help shape the future of wealth and retirement investing,\u201d said Neil Cochrane, Partner at Motive Partners. <\/b>\u201cAs 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\u2019re excited to partner with the team to support the company\u2019s next phase of international growth, expand its capabilities, and further strengthen connectivity across the investment ecosystem.\u201d<\/p>
\n\u201cMotive is the ideal partner for the next phase of our growth,\u201d said James Finch, CEO of Mobius<\/b>. \u201cMobius is an established, innovative business with a unique position in the UK pensions market. With Motive\u2019s 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\u2019s support, I\u2019m excited about the role Mobius will play in the future of pensions and wealth.\u201d<\/p>
\n\u201cAt a time when pension systems and wealth platforms are evolving rapidly, the need for flexible, scalable investment infrastructure has never been greater,\u201d said Steve Groves, Chair of Mobius<\/b>. \u201cMobius 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.\u201d<\/p>
\nLazard, Oliver Wyman, Proskauer and PwC acted as advisors to Motive Partners.<\/p>
\nAbout Mobius<\/b><\/p>
\nMobius is an institutional investment platform providing administration services to over 600 clients, representing more than \u00a330bn in assets under administration across the pensions and wealth sectors. Its independent, open architecture model gives clients access to a broad range of investment opportunities, enabling them to design, manage and deliver pension and retirement solutions tailored to evolving needs. By combining flexible, scalable infrastructure with deep sector expertise, Mobius supports the implementation of investment strategies across both public and private markets. More information can be found at https:\/\/mobiuslife.co.uk\/<\/a>.<\/p> \nAbout Phoenix Equity Partners<\/b><\/p> \nPhoenix is the UK\u2019s leading mid-market backer of founder-entrepreneur-owned businesses, having successfully worked with 60 founders over the last two decades. Our philosophy is rooted in nurturing founders, their teams, and the entrepreneurial businesses and cultures they have built. More information can be found at www.phoenix-equity.com<\/a>.<\/p> \nAbout Motive Partners<\/b><\/p> \nMotive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, investing from early-stage ventures to growth equity and buyout in North America and Europe. The firm invests across five subsectors: banking & payments, capital markets, data & analytics, insurance, and wealth and asset management. Motive Partners applies its proven investor, operator, innovator (IOI) model across its portfolio, combining deep financial technology expertise and proven operational rigor to accelerate growth and value creation. With offices in New York, London, and Berlin, the firm provides differentiated insight, connectivity, and capabilities to create long-term value in financial technology companies. More information on Motive Partners can be found at www.motivepartners.com<\/a>.<\/p> \nMotive Partners is a specialist private equity firm focused on technology-enabled businesses in financial services. Motive Capital Management LLC is a registered investment adviser with the US Securities and Exchange Commission. It is not authorized or regulated by the Financial Conduct Authority. This press release contains forward-looking statements. Actual results may differ materially from those anticipated. Past performance is not a reliable indicator of future results. Nothing herein constitutes an offer to sell or solicitation of an offer to buy interests in any Motive managed investment vehicle. Directed at professional investors only.<\/i><\/p>