Mobius Life collaborates with Vontobel Asset Management to life-wrap investment fund

01 May 2015

Life Company structure offers significant cost savings for pension scheme investors.

Mobius Life has entered into a collaboration with global investment manager Vontobel Asset Management to life-wrap its Quality Growth Global Equity strategy. The new unit-linked life fund gives pension investors a tax efficient fund structure and the opportunity to secure potentially higher performance returns each year. It also expands the range of vehicles through which pension scheme investors can access Vontobel’s market leading Global Equity strategy.

Via the new unit-linked life fund, pension schemes will be able to take advantage of double taxation agreements to reduce withholding tax charges on dividends from shares in the US and certain other countries. Analysis by Mobius Life shows that this can provide a potential 30-50 basis points performance boost on dividends received compared to non-tax efficient vehicles. The agreement will also provide Vontobel Asset Management with significant cost and administration savings relative to setting-up its own life company or using alternative fund structures.

Adrian Swales, Chief Executive Officer, Mobius Life, said: “Life-wrapping investments is highly tax efficient, but many asset managers do not want the complexity and cost of establishing a life company. By using our life company, managers can quickly offer investors unit-linked life funds in a cost effective manner. We provide the life wrapper and administration, leaving the manager free to focus on delivering performance for their clients. I am very pleased to welcome Vontobel as a client.”

 

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For further information, please contact:
Adrian Swales, Chief Executive Officer: 020 7847 3303
Mobius Life: [email protected]

Mike Lord: 07831 401 311
Lord Public Relations (Mobius Life enquiries): [email protected]

Matt Rogers, Client Director: 020 7520 7620
JPES Partners (Vontobel enquiries): [email protected]

Notes to Editors:
Mobius Life (http://mobiuslife.co.uk) is a UK life insurance company and institutional investment platform, established in 1996, with £6 billion assets under administration. We deliver made-to-measure investment administration and life company services to DB and DC pension funds, asset managers and other institutions. We empower our clients and their advisers to implement their investment strategies efficiently and cost effectively.

Vontobel Asset Management (https://www.vontobel.com/CH/EN/AssetManagement) is a global asset manager with a multi-boutique approach, we offer innovative and transparent investment solutions and investment funds for private and institutional clients. Our aim is to generate value for our clients by generating above-average performance. Our investment expertise is rooted in our passion for active asset management. Founded in 1988, Vontobel Asset Management comprises five investment boutiques: Quality Growth, Fixed Income, Multi Asset Class, Alternatives Investing and Global Thematic. As of 31 December 2014, assets under management totalled approx. CHF 83 bn.

Mobius Life Limited provides information on our products and services to enable you to make your own investment decisions and the above information should not be regarded as a personalised recommendation. Currency exchange rates may cause the value of overseas investments to rise or fall. Investing in emerging markets involves a high degree of risk and should be seen as long term in nature.

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