Joined in 2023 with 5+ years in wealth management. Former financial adviser at St. James’s Place; DipPFS (CII). BSc Psychology, University of Exeter (2018). On the Investment Strategy side; CFA Level II candidate.
MSc Finance & Accounting (King’s College London); B.A. Accounting & Economics (Delhi University). Experience in Wealth Management at Julius Baer and multiple finance internships; former Economics & Finance Editor, King’s Business Review.
Daniel holds a degree in Management with Finance MSc from the University of Bath and a degree in Economics BSc from the University of York. Since completing his degrees he has attained the IMC, IOC, both levels of the CAIA and CFA Level I and 2.
Emmanuel is an Economics Graduate from the University of Kent and is currently studying for the IMC. Having been at Timeline since 2021, he has supported clients in all aspects of DFM delivery.
Joined in 2017. MEng Financial Engineering (University of the Aegean) & MSc Financial Mathematics (KCL), both Distinction. Best Thesis Prize; published in peer-reviewed journals.
Joined Investment Operations in July 2024 after relocating from Melbourne. Several years’ experience with MPS since 2020. MSc Economics & Finance; IMC qualified.
With Timeline since 2019. BSc Economics, Le Moyne College. Leads investment operations across 20+ platforms, aligning strategy, data, and execution.
Started as a Certified Financial Planner® in South Africa before moving into investment management. CFA® Charterholder.
Moved from Australia; worked on a US Treasury trading desk before joining Timeline in 2025. IMC Units 1 & 2 and CISI certifications. Supports MPS trading & execution.
Joined in 2025. Experience at AllianceBernstein & Schroders Personal Wealth. Master’s in Theology from Durham.
Joined Timeline in 2019 ahead of the MPS launch. 15 years in institutional asset management; founded consultancy for adviser strategies. Leads an investment proposition exceeding £10bn AUM.
Joined 2021. B.Tech Electronics & Instrumentation; MS Quantitative Finance. Experience in options analytics & stress testing.
Joined Timeline in 2021. Former Graduate Analyst at Citi Union Bank. MBA Finance (SASTRA) and MSc Investment & Finance (QMUL). IMC qualified.
Joined 2023 as Graduate Investment Analyst. Master’s in Politics; Bachelor’s in Economics & Politics. IMC qualified.
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Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients.
Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
