Timeline Launches First Multi-Asset Fund to Strengthen Integrated Ecosystem for Financial Advisers

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LONDON, UK. September 4th 2025Timeline, the rapidly growing fintech platform for financial advisers, has launched its first multi-asset fund, following regulatory approval by the Financial Conduct Authority (FCA). This marks another significant milestone in Timeline’s strategy to offer a fully integrated, low-cost investment ecosystem tailored for modern financial advisers.

Timeline recently announced it had moved past £10bn Assets Under Management, augmenting its position as the fastest growing business in the sector over the last three years. 


The new Timeline Multi-Asset Fund will complement Timeline’s existing proposition — including advanced planning software, evidence-based model portfolios, and proprietary platform technology — providing advisers with a broader range of investment solutions to serve clients while maintaining Timeline’s rigorous and low cost investment process.

The fund will offer a range of risk profiles from 40% to 100% equity allocations and is expected to have an ongoing charges figure (OCF) of just 0.20%, reinforcing Timeline’s commitment to competitive pricing and enhanced client outcomes.


“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.”


Assets in multi-asset funds on UK advised platforms currently total around £150 billion, highlighting the scale of the opportunity. Timeline already supports advisers by managing over £10 billion in assets under management (AUM) and sees this fund as a way to deepen partnerships with existing firms while attracting new ones.

Northern Trust Asset Management (NTAM) has been appointed as the sub-investment manager on the fund-of-funds structure, continuing a relationship with Timeline which began in 2021 with a mandate to manage pooled investments. Northern Trust has also been appointed to provide custody, depositary and fund administration services to the fund range.

As one of the world’s leading financial institutions, Northern Trust brings decades of experience in investment management and asset servicing, with more than US$18.1 trillion in assets under custody/administration and US$1.7 trillion in assets under management, as of June 30, 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.” 

ENDS
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