Souter Investments
is one of the UK’s leading family investment offices specialising in private equity

Mobius Life

Mobius Life

Vintage: January 2014

Sector: Financial Services

Location: London

Type: MBO

Souter Role: Lead Investor, Majority Stake

Souter Director: Yes

Status: Current

Mobius Life is an authorised UK life Insurance company, providing tailored investment solutions to asset managers, advisers, trustees of institutional pension funds, life insurance companies and corporates.

Mobius Life offers clients access to an investment platform operating within a life company structure, supported by a wide range of investment services. Uniquely, Mobius does not represent proprietary funds and therefore avoids conflicts of interest.

Souter supported management and Manfield Partners in completing an MBO of Mobius Life from Alexander Forbes, the South African insurance company. The deal completed in January 2014 following approval by the Prudential Regulatory Authority.

Since acquisition Mobius has grown its Assets under Administration significantly, and has invested in processes and people to facilitate the company’s continuing growth plans. Mobius won Best Institutional Platform Award UK in 2015.

w: www.mobiuslife.co.uk 

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Since our MBO in 2014 Souter Investments has been a supportive and collaborative shareholder, allowing us to capitalise on our agility as an independent company to serve clients with bespoke and innovative services. Although sector agnostic, Souter quickly got to grips with the issues facing our highly regulated Life Company and have helped to guide us through a period of unprecedented growth.

Adrian Swales CEO