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

Timeline CEO & Founder Abraham Okusanya with some of Timeline’s Executive team : Chief Investment Officer Nicki Hinton Jones, Chief Commercial Officer Ed Carey, and Chief Marketing Officer Tom Newbould.

LONDON, UK.Timeline, 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.” 

About Timeline

Timeline is a leading financial technology company built for financial advisers, combining advanced planning tools, evidence-based investment models, and innovative platform technology to improve processes, reduce costs, and drive better outcomes for clients. With nearly £10bn in AUM, Timeline continues to innovate and lead the evolution of adviser technology in the UK.

About Northern Trust 

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of June 30, 2025, Northern Trust had assets under custody/administration of US$18.1 trillion, and assets under management of US$1.7 trillion. For more than 135 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. 

Photograph shows: Timeline CEO & Founder Abraham Okusanya with some of Timeline’s Executive team : Chief Investment Officer Nicki Hinton Jones, Chief Commercial Officer Ed Carey, and Chief Marketing Officer Tom Newbould.

Media Contacts:

Timeline

Tom Newbould

Chief Marketing Officer

[email protected]

07446 101150

Northern Trust 

Simon Ansell

Vice President, Media Relations, EMEA & APAC

[email protected]

0207 982 1016