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At Timeline, our mission has always been clear: equip financial advisers with the most advanced, efficient and cost-effective tools to deliver exceptional client outcomes. Today, we are excited to share a major milestone in that journey, the launch of the Timeline Multi-Asset Fund, approved by the Financial Conduct Authority (FCA).
This fund is not just a new product; it is a strategic step forward in our vision to offer advisers a fully integrated, low-cost investment ecosystem that blends cutting-edge planning technology, evidence-based portfolios and platform innovation.
Why This Matters for Advisers
In the last three years, Timeline has grown faster than any other business in our sector, recently surpassing £10bn Assets Under Management. Advisers using our platform already benefit from advanced planning software, robust model portfolios and proprietary platform technology. The new fund adds another piece to the puzzle, a flexible, competitively priced investment option designed to integrate seamlessly into advisers’ existing workflows.
The Timeline Multi-Asset Fund will be available across a range of risk profiles from 40% to 100% equity allocations and will carry an ongoing charges figure (OCF) of just 0.20%. This reinforces our commitment to competitive pricing without compromising on quality or process.
As our Founder & CEO, Abraham Okusanya, explains:
“Many advisers we already work with told us they would welcome a Timeline-branded fund, and we have involved them throughout the preparation phase. Multi asset and multi manager funds are now the most used investment strategies for new client money, launching our own was the logical next step.”
The Scale of the Opportunity
Multi-asset funds on UK advised platforms currently hold around £150 billion in assets. We see enormous potential to deepen relationships with existing advice firms and attract new partners. In fact, more than 70 firms have already expressed active interest in adopting the new fund.
Powered by Northern Trust & Tutman
We are proud to continue our partnership with Northern Trust Asset Management (NTAM), who has been appointed as the sub-investment manager for the fund of funds structure. Northern Trust will also provide custody, depositary and fund administration services.
Alongside this, Thesis Unit Trust Management Limited (Tutman) will act as the Authorised Corporate Director (ACD) for the Timeline Multi Asset Fund, delivering governance and oversight within our robust operational framework.
This combined expertise builds on our relationship with Northern Trust that began in 2021, when they were first mandated to manage pooled investments for Timeline. With more than $18.1 trillion in assets under custody/administration and $1.7 trillion in assets under management (as of June 30, 2025), Northern Trust brings unmatched expertise to the table.
Abraham Okusanya notes:
“Our long-standing relationship with Northern Trust means we are hitting the ground running. Their investment management and servicing capabilities, combined with our technology and adviser-centric approach, make this a powerful partnership.”
Michael Hunstad, President of NTAM, adds:
“We are excited to collaborate with Timeline on its first multi-asset fund to deliver a fully integrated solution, utilising the combined strength of our investment management and asset servicing expertise. As well as showcasing our indexing capabilities, this mandate highlights our clear commitment to further embedding NTAM in the UK market and its investment advisory and wealth space.”
Looking Ahead
With the Timeline Multi-Asset Fund, advisers now have access to an even broader set of tools to deliver better, more consistent outcomes for clients. By combining low-cost, evidence-based investing with our technology ecosystem, we are continuing to reimagine what is possible for financial advisers in the UK.
We are ready to move fast, and we cannot wait to see how advisers put this new fund to work for their clients.
Are you interested in finding out more about the Timeline Multi-Asset Fund?
Get in touch with your regional representative, who will be happy to discuss the details and answer any questions you may have.
