Timeline launches multi-asset fund
05 September 2025 UK
Image: Samoresh/stock.adobe.com
Timeline, a fintech platform for financial advisers, has launched its first multi-asset fund, following regulatory approval by the Financial Conduct Authority (FCA).
Timeline had recently announced it had moved past £10 billion AUM, and according to the firm, augmented 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 low cost investment process.
The fund will offer a range of risk profiles from 40 per cent to 100 per cent equity allocations and is expected to have an ongoing charges figure (OCF) of just 0.20 per cent.
Abraham Okusanya, CEO and founder of Timeline, says: “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.
“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.”
Northern Trust Asset Management (NTAM) has been appointed as the sub-investment manager on the fund-of-funds structure.
The firm has also been appointed to provide custody, depositary and fund administration services to the fund range.
Okusanya adds: “Our long-standing relationship with Northern Trust means we’re hitting the ground running. 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, comments: “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.”
Timeline had recently announced it had moved past £10 billion AUM, and according to the firm, augmented 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 low cost investment process.
The fund will offer a range of risk profiles from 40 per cent to 100 per cent equity allocations and is expected to have an ongoing charges figure (OCF) of just 0.20 per cent.
Abraham Okusanya, CEO and founder of Timeline, says: “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.
“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.”
Northern Trust Asset Management (NTAM) has been appointed as the sub-investment manager on the fund-of-funds structure.
The firm has also been appointed to provide custody, depositary and fund administration services to the fund range.
Okusanya adds: “Our long-standing relationship with Northern Trust means we’re hitting the ground running. 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, comments: “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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