Passive belongs in every portfolio - Timeline Webinar

The Power of Passive: Why Index Funds Belong in Every Portfolio

A webinar with Laurentius van den Worm CFA, Head of Investment Strategy at Timeline

Tuesday 22 April, 1pm - 2pm

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Challenge assumptions, examine performance data, and uncover why so many are embracing passive investing.

In an industry that often equates wealth with complexity, the truth is simple—passive investing consistently delivers. Yet, misconceptions persist, especially when it comes to HNW and UHNW clients. Are index funds too basic? Do they lack prestige? Do wealthy investors need something more exclusive?

Join Timeline, the UK’s fastest-growing MPS provider, as we cut through the noise and explore why passive investing isn’t just for the masses but a cornerstone strategy for investors at every level. We’ll challenge long-held assumptions, examine real-world performance data, and uncover why even billionaire family offices are embracing index strategies.

Learning outcomes

Understand why index investing is an effective strategy for all investors, including HNW and UHNW clients.

Examine long-term performance data to assess the case for passive vs. active investing.

Debunk common myths surrounding index funds and explore their role in modern wealth management.

Laurentius van den Worm, CFA

Head of Investment Strategy, Timeline

Laurentius van den Worm joined the Timeline Investment team in January 2022 after moving to the United Kingdom from South Africa. He serves as an investment strategist that oversees the fund research and selection, asset allocation and portfolio construction functions in collaboration with the CIO.

Laurentius has seven years of experience in the South African investment markets. In his previous role, he served as an investment analyst and financial consultant in the wealth management industry in South Africa, where he gained experience in various financial activities, including portfolio management, investment research, financial analysis, and wealth management.

Our 2025 Partners

Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

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The Power of Passive: Why Index Funds Belong in Every Portfolio

Tuesday 22 April, 1pm - 2pm

Challenge assumptions, examine performance data, and uncover why so many are embracing passive investing.

Learning outcomes

Understand why index investing is an effective strategy for all investors, including HNW and UHNW clients.

Examine long-term performance data to assess the case for passive vs. active investing.

Debunk common myths surrounding index funds and explore their role in modern wealth management.

Laurentius van den Worm, CFA

The Power of Passive: Why Index Funds Belong in Every Portfolio

Tuesday 22 April, 1 pm - 2 pm