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Friday, December 5, 2025

Timeline Launches Debut Multi-Asset Fund to Support Adviser Growth

Timeline, the fast-rising fintech platform, has announced the launch of its first multi-asset fund after obtaining authorisation from the Financial Conduct Authority (FCA). The development is a key part of Timeline’s mission to deliver a comprehensive and affordable investment solution tailored to advisers.

The launch comes shortly after Timeline revealed it had exceeded £10 billion in Assets Under Management, underscoring its position as the most rapidly expanding firm in its field over the past three years.

The Timeline Multi-Asset Fund will sit alongside existing offerings such as Timeline’s financial planning software, model portfolios grounded in evidence-based investing, and its proprietary technology platform. Together, these services form a complete ecosystem designed to help advisers serve their clients more effectively.

Investors will be able to choose from a selection of risk levels, ranging from 40% equity to 100% equity allocations. The fund carries an ongoing charges figure (OCF) of 0.20%, demonstrating Timeline’s drive to keep costs down while focusing on positive outcomes for end clients.

“Many advisers we already work with have told us they would welcome a Timeline-branded fund, and we’ve involved them throughout the preparation phase,” said Timeline’s CEO and Founder Abraham Okusanya.

“Multi-asset and multi-manager funds are now the most used investment strategies for new client money and growing faster than any other category. Launching our own fund is a logical next step.”

Advised platforms across the UK currently hold around £150 billion in multi-asset funds, illustrating the size of the opportunity. Timeline expects its new fund to reinforce its strong relationships with partner firms, while opening the door to additional advisers seeking a robust investment solution.

Northern Trust Asset Management (NTAM) will act as sub-investment manager, extending its collaboration with Timeline which began in 2021. The company will also deliver custody, depositary and fund administration services.

A leading institution in global asset management and servicing, Northern Trust reported US$18.1 trillion in assets under custody/administration and US$1.7 trillion under management as of 30 June 2025.

“Our long-standing relationship with Northern Trust means we’re hitting the ground running,” added Okusanya. “We’re ready to move quickly and are already in conversation with over 70 advice firms who have expressed active interest.”

Michael Hunstad, President, Northern Trust Asset Management, commented: “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.”

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