CLIENTS DESERVE BETTER

Timeline Portfolios is the UK’s premier low-cost,
evidence-based, turnkey discretionary model portfolio
service (MPS) exclusive to financial planning firms.

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12.8.8 m

Investment fees savings (£) per annum versus average Multi-asset OCF and DFM fees

1.67.67 bn

£ Assets Under Management (AUM)

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Powered by technology
Our Control Centre is your one-stop digital portal for everything you need to manage your centralised investment proposition. This includes investment process documents, performance data and branded portfolio factsheets.
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Driven by empirical evidence
We design portfolios that capture capital market returns based on decades of empirical data and research by Nobel Prize-winning economists. We don’t chase fads, engage in market timing and other behaviours that damage return.
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Puts the adviser in control
Investment management is a commodity. Financial planning is where the real value to clients lies. That’s why we create portfolios that exist only in service of the financial plan. The plan leads, the portfolio follows.

Intelligently designed model portfolios

Our investment process is guided by a hundred years of empirical data, decades of academic research
by renowned economists and the practices of leading institutional investors.

Find out more about our Investment Philosophy and FAQs here.

We offer the following suite of model portfolios:

G6

Classic

Globally diversified portfolios with exposure to key alternative beta factors such as the small and value premia. The portfolios range from 0% to 100% equity allocation, with an average OCF of 0.13-0.22%.

G5

Tracker

Positioned to capture market returns, this range tracks the global market cap weighted equity index alongside a well-diversified fixed income portfolio, according to risk/return requirements, with a typical OCF of 0.08%.

G3

ESG Classic

The ESG Classic portfolio is a globally diversified portfolio that is well-positioned to capture the value and small-cap premium whilst improving on the portfolio’s current ESG credentials. All four equity funds in the portfolio are designated sustainable funds with an explicit low carbon philosophy. The fund has an OCF of between 0.19 and 0.34%

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ESG Tracker

The ESG Tracker portfolio is a well-diversified portfolio with solid ESG credentials. The portfolio was designed to capture the global market performance with minimum active risk while improving the portfolio’s ESG rating, with a typical OCF of between 0.10% and 0.15%.

 

We also offer a Bespoke option

G4

Bespoke

Ideal for firms operating in-house models that are keen to reduce inefficiencies. Firms can retain their asset allocation policy whilst benefitting from our technology, governance and oversight.

Currently managed on a discretionary basis through

aegon
quilter
wealthtime
fidelity
transact
Nul
7im-2
FusionWealth
aviva
standard-life
fundment
novia2
ajbell

Our typical low-cost pricing model

Get in touch with the Business Development Manager in your region for a personalised quote.

Timeline Portfolios

0.09%

Price per annum. Minimum requirements apply

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Key features included:

  • Full service Control Centre
  • Investment Process Document
  • Quarterly Client-Ready Commentary
  • Group Investment Committee Meeting
  • Tolerance-Based Rebalancing
  • Platform Due Diligence
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EVIDENCE-BASED INVESTING

Download our guide to the way we invest and see the benefits for yourself.

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What financial advisers say about us

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We chose Timeline Portfolios because they allowed advisers to be able to run a full CIP which could be white labelled. Also, the fact that the proposition is only available to advisers rather than being available direct to consumers/D2C platforms was very important to us. The use of Timeline's technology is an important factor to us as a firm we try to put technology at the forefront of our business. Everything that they have said they would do they have delivered on.

Declan Wernham
Simple Solutions
Declan1
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I love embracing technology and with Timeline Portfolios there are always new developments and they help us to communicate well with our clients through their highly visual tech and reporting.

Tim Horrocks
RockWealth
Tim1
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For us and our clients, it's great to have a team of individuals behind us focused on their investments - including dedicated investment analysts and investment specialists. We have a process and an investment philosophy that we can explain and have full confidence in.

Tom Skinner
Barnaby Cecil
Tom1
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I was looking for a partner who provides a strong evidence-based approach to investments with a low cost basis and a strong message. Timeline met this demand and more. We have similar portfolios with strong track records with different partners. What sets Timeline apart is their strong messaging, communication and assistance in client education.

I like to back industry disrupters and companies who can bring in efficiencies, enhance the client experience and generally help our industry evolve. Timeline help me deliver this. 

Jonathan Beaton
Oliver Asset Management
ADVISER7
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Thank you to all the team at Timeline Portfolios. I’ve been delighted with the progress we have made moving a substantial proportion of our clients onto your service and expect this to continue. The reporting and support have been excellent and make the task of conveying information to clients considerably easier, along with Timeline Planning and our other cashflow planning tools.

We have also been changing platforms, I conservatively estimate that this has reduced costs for our clients by £50,000 a year. As a small firm serving a small number of families this is significant and helps us with our plans to grow.

Dominic Thomas
Solomons
Dominic Thomas