# Mobius Life

Mobius Life is a Generic based in London, United Kingdom.

## Overview

- **Organization type:** Generic
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** 2nd Floor, 2 Copthall Avenue, London, EC2R 7DA, United Kingdom
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** mobiuslife.co.uk
- **LinkedIn:** https://www.linkedin.com/company/mobius-life-limited

## Regulatory record

- **Reports private funds:** No

## About

The infrastructure unlocking new investment possibilities in pensions & wealth | Bespoke products | Traditional & alternative asset classes | Private markets

## People

- James Finch — CEO

## Questions

### What is a life-wrapped fund, and why does it matter for UK pension investors?

A life-wrapped fund sits inside a UK-regulated unit-linked life company. For pension schemes, this structure provides tax-efficient pooling that is unavailable to offshore or standard onshore fund vehicles. Mobius uses its life-company status to offer governance, consolidated reporting, and capital-adequacy protections that a pure technology platform cannot replicate.

### How does Mobius Life access private markets for defined-contribution schemes?

Mobius was the seed investor in an early Long-Term Asset Fund for the Smart Pension Master Trust. Since then, the firm has built operational pipelines into open-ended, closed-ended, GP LP, and Luxembourg-domiciled structures, bridging the daily-dealing liquidity constraints of DC with the longer lock-up profiles of private-market funds.

### Is Mobius Life an asset manager or an investment platform?

Mobius is structurally a platform, not an asset manager. It provides investment administration, fund unitisation, and custom blending. The firm selects third-party managers on an open-architecture basis and carries no bias toward in-house funds, which distinguishes it from insurance-owned platforms.

### Who owns Mobius Life following the 2014 management buyout?

The 2014 MBO was backed by Phoenix Equity Partners, and the firm operates independently under CEO James Finch. Mobius has no insurance parent, which it cites as the foundation of its manager-agnostic open-architecture model.

### Which types of clients use the Mobius platform?

The firm lists four client segments: institutional pension professionals, asset managers seeking UK pension distribution, retail pension professionals and advisers, and other institutional investors requiring fund unitisation and consolidated reporting. Its largest reported mandates come from defined-benefit schemes and DC master trusts.

## Related profiles

- [Miria Group](https://altss.com/profile/miria-group)
- [N.M. Rothschild & Sons](https://altss.com/profile/nm-rothschild-and-sons-nmr)

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Last updated: 2026-06-03T20:00:00.000Z

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