Performance Matters. So Does Cost.
Written by: Kate Phillips – Head of Sales
When it comes to managing client portfolios, advisers know that performance is critical. But so is cost. Delivering strong returns is only part of the story – helping clients keep more of what they earn is equally important. At Timeline, we help advisers deliver both, combining evidence-based investment strategies with technology designed for scale.
Today, more than £12 billion is entrusted to Timeline’s portfolios, a clear sign that advisers across the UK rely on us to help their clients achieve better outcomes. Here’s how we make it possible.
Key Points
- Performance is critical. But so is cost.
- More than £12 billion is entrusted to Timeline’s portfolios
- DFM fees from just 0.09%, with platform fees from 0.15%
- Globally diversified portfolios managed with institutional discipline
- Scalable technology designed for efficient portfolio oversight
Strong, evidence-based performance
Our portfolios are built on decades of academic research and real-world market data, designed to deliver consistent results across multiple market environments. Robust governance and regular oversight mean you can trust that performance isn’t just a snapshot – it’s a long-term strategy grounded in discipline. The evidence speaks for itself, giving you confidence in every recommendation you make.
Low fees, high value
High costs can eat into returns and limit growth. Timeline portfolios start with DFM fees from just 0.09%, with platform fees from 0.15%. That means more of your clients’ money stays invested, compounding over time to deliver meaningful long-term outcomes. Lower fees aren’t just a number – they’re an advantage your clients can feel in their future.
Globally diversified, institutionally managed
Clients benefit from access to thousands of equities and bonds around the world, managed with the same discipline and rigour as the largest institutional investors. Diversification reduces risk, helps smooth returns, and ensures that portfolios are designed to perform across market cycles, not just in the moment.
Scalable technology for smarter advice
Timeline’s platform makes it simple to manage portfolios and tax wrappers efficiently and at scale. Model portfolios, automated rebalancing, real-time reporting, and integrated planning tools mean you can oversee risk and performance without adding complexity. It’s technology built to work as hard as you do, so you can focus on delivering the insight and guidance clients truly value.
The result? Better outcomes, with confidence
When strong performance meets low cost, robust governance, and scalable technology, you create portfolios that do more than track markets – they deliver real financial outcomes for your clients. More than that, you give clients peace of mind, knowing their money is being managed with discipline, clarity, and care.
With Timeline, advisers don’t just manage portfolios – they manage futures.
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