10/27/2026 | Press release | Archived content
27 October 2026: Mobius today confirms completion of its acquisition by Motive Partners from Phoenix Equity Partners, marking the next phase of its growth.
All required regulatory approvals have been received.
Mobius is a leading independent investment administrator serving the pensions and retirement market. With more than £36 billion in assets under administration, its platform enables clients to construct and deliver tailored investment solutions.
Mobius combines deep industry expertise, open architecture and technology to provide access to a broad range of asset managers and investment opportunities. Its unitised funds can bring public and private assets together within a single, tax-efficient structure, supported by end-to-end investment administration, dealing and reporting.
Motive Partners is a specialist private investment firm focused on financial technology and tech-enabled business services. Motive will support the Mobius leadership team, bringing additional capital, together with deep sector expertise and operational experience to help enable Mobius' next phase of growth and the continued development of its platform and capabilities.
Ardea Partners, Addleshaw Goddard and Squire Patton Boggs acted as advisors to Mobius and Phoenix Equity Partners.
Lazard, Oliver Wyman, Proskauer and PwC acted as advisers to Motive Partners.
James Finch, CEO at Mobius, said: "This is such an exciting moment for our business. In Motive we have a partner with deep expertise across financial technology, wealth and asset management. As a team, we can't wait to continue developing our platform, broaden what we can offer clients and grow the business."
Scott Kauffman, Founding Partner, Head of Investments at Motive Partners: "Motive is delighted to complete this investment and formally welcome Mobius to our portfolio. Mobius has established a distinctive position in an increasingly important part of the financial services ecosystem: enabling pension schemes, wealth platforms and asset managers to bring more sophisticated investment solutions to market. We look forward to supporting James Finch and the team as they build on that foundation and pursue the significant growth opportunities in pensions and wealth."