News & Insights · UKFOS Oxford 2026

Read UKFOS insights on family offices, private markets, UK growth and innovation, with analysis of the investment themes, companies and regions shaping private capital.

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FAMILY OFFICE VOICES

Perspectives From the UKFOS Family Office Community

Family Office Voices introduces selected family office principals and representatives who have opted to be featured ahead of UK Family Office Summit Oxford 2026. Many other attending family offices prefer to maintain complete privacy and are therefore not profiled publicly.

Sophie Brown, Head of Capital Relationships at Capital Assured and CASACASA

Family Office Voices

Filling the Gap Between Land and Institution

A Dubai single family office backing AI-native student housing across six European cities. Ahead of the UK Family Office Summit Oxford, Sophie Brown on patient capital, governance as a performance question, and why AI belongs in the foundations, not the headline.

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Ian Morley, Chairman of Wentworth Hall Family Office

Family Office Voices

Opportunity, Change and Lasting Beyond Three Generations

A London and Italy-based family office investing across healthcare, property, technology and financial markets. Ahead of the UK Family Office Summit Oxford, Ian Morley discusses opportunistic investing, the challenge of generational longevity and where AI, quantum computing and fundamental life needs could shape future capital allocation.

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Patrick Knodel, Founder of ChanceMaker Foundation and Managing Partner of INNOVATION for IMPACT GmbH

Family Office Voices

Purpose, Capital and the Case for Radical Positive Innovation

Patrick Knodel has spent two decades questioning the assumptions embedded in conventional capital. As Founder of the ChanceMaker Foundation and INNOVATION for IMPACT GmbH, he backs purpose-driven founders in the circular economy and the Global South, while challenging the idea that financial returns and planetary health are competing objectives.

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Alex Felman, Second-Generation Member of Felman Family Office

Family Office Voices

Alex Felman: Staying in Wealth Creation Mode

Second-generation family office investor Alex Felman discusses long-term investing, succession, technology and why families must remain in wealth creation mode to endure across generations.

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DELEGATE SPOTLIGHT

Meet the UKFOS Community

Introducing selected delegates, speakers and organisations joining UK Family Office Summit Oxford 2026 — and the expertise, perspectives and investment themes they bring to the Summit.

Hanna Sundqvist, Head of Private Credit, Europe at Moody's Analytics

Delegate Spotlight

Hanna Sundqvist: Making Private Credit Risk More Transparent

Moody's Hanna Sundqvist discusses private credit risk, transparency, portfolio monitoring and analytics ahead of UK Family Office Summit Oxford 2026.

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Christian Li, Founder and Group CEO of CKLB Fiduciary Group

Delegate Spotlight

Christian Li: Family Office Structuring Across Global Markets

CKLB Fiduciary Group founder Christian Li discusses family office structuring, trusts and cross-border private wealth ahead of UKFOS Oxford 2026.

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Malcolm Ferguson, Partner, Secondaries at Molten Ventures

Delegate Spotlight

Malcolm Ferguson: Inside Europe's Venture Secondaries Market

Molten Ventures Partner Malcolm Ferguson discusses venture secondaries, European technology and private-market liquidity ahead of UKFOS Oxford 2026.

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Insights

Oxford Equinox

A closer look at the regional partnership strengthening Oxfordshire's innovation economy.

Aerial view of central Oxford at dusk, including the Radcliffe Camera and surrounding college rooftops

15 AUGUST 2026

UK INNOVATION · OXFORDSHIRE · INWARD INVESTMENT

Oxford Equinox: Inside the Region's New Innovation Partnership

Oxford Equinox brings together 92 listed organisations across research, business, government, investment and community to strengthen Oxfordshire's innovation economy and inward-investment proposition.

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Central Oxford streetscape with historic university buildings and church spire

OXFORDSHIRE · SCIENCE · TECHNOLOGY · INVESTMENT

Oxfordshire: The UK's Global Powerhouse for Science and Technology

Oxfordshire combines the world's top-ranked university with 2,950 high-tech companies, £23.5 billion in annual GVA and one of western Europe's densest concentrations of science research facilities.

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News

28 AUGUST 2026

PRIVATE WEALTH · APPOINTMENTS · UNITED STATES

F.N.B. Corporation Expands Private Family Wealth Service With Two Senior Hires

F.N.B. Corporation has expanded F.N.B. Private Family Wealth for ultra-high-net-worth clients, hiring Benjamin J. Ciocco and Frank J. Aloi into senior roles.

27 AUGUST 2026

PRIVATE MARKETS ACCESS · WEALTH PLATFORMS · UNITED STATES

CAZ Investments Partners With SoFi to Offer Two Funds to Individual Investors

CAZ Investments has partnered with SoFi Invest to make two of its funds available to individual investors, covering GP stakes, sports, AI and energy infrastructure, robotics, space and defence.

26 AUGUST 2026

REAL ASSETS · APPOINTMENTS · UNITED STATES

Cliffwater Appoints Ryan Madani to Cascade Real Assets Fund Team

Cliffwater has appointed Ryan Madani, previously of Partners Group, as a Managing Director on its Cascade Real Assets Fund team.

25 AUGUST 2026

PRIVATE CREDIT · SECONDARIES · UNITED STATES

Willow Tree Closes $730m Private Credit Continuation Vehicle With HarbourVest

Willow Tree has closed a $730m private credit continuation vehicle led by HarbourVest, holding approximately 130 securities that are primarily first-lien loans to sponsor-backed companies.

25 AUGUST 2026

PRIVATE MARKETS · M&A · APPOINTMENTS

Lazard Appoints Marco Superina to Lead Investment Banking in Switzerland

Lazard has appointed former UBS executive Dr. Marco Superina to lead investment banking in Switzerland from Zurich, as the firm expands its Financial Advisory presence across the DACH region.

25 AUGUST 2026

ASSET MANAGEMENT · APPOINTMENTS · UK DISTRIBUTION

UTI Investments Appoints Benjamin Rumary to Lead UK Business

UTI Investments has appointed former Candriam executive Benjamin Rumary as Head of UK Business, covering wholesale and institutional clients as the India-focused manager expands its UK presence.

25 AUGUST 2026

PRIVATE MARKETS · IPO · CONSUMER

Shein Targets $27bn Valuation in Long-Awaited Hong Kong IPO

Shein is seeking to raise up to US$1.8bn in Hong Kong at a valuation of about US$27bn, nearly 70% below its 2022 private-market peak, with final pricing due on 31 August and trading expected to begin on 1 September 2026.

25 AUGUST 2026

HEALTHCARE · ARTIFICIAL INTELLIGENCE · OXFORD INNOVATION

Caristo Technology to Feature in Oxford-Led Cardiovascular AI Research at ESC 2026

University of Oxford-led research using Caristo Diagnostics' cardiovascular AI technology will be presented at ESC Congress 2026 in Munich, including studies exploring stroke prediction, non-contrast cardiac CT and arterial inflammation.

24 AUGUST 2026

GROWTH CAPITAL · ARTIFICIAL INTELLIGENCE · UNITED STATES

Owner Raises $240m Led by Goldman Sachs Alternatives at $2.3bn Valuation

Owner has raised $240m led by Goldman Sachs Alternatives at a $2.3bn valuation, having passed $100m in annual recurring revenue.

24 AUGUST 2026

PRIVATE BANKING · LEADERSHIP · CROSS-BORDER WEALTH

S.P. Hinduja Banque Privée Rebrands as ARYA and Appoints New CEO

Geneva's S.P. Hinduja Banque Privée is taking the name ARYA Banque Privée, appointing Pascal Botteron as chief executive and adding entrepreneur Nirmal Sethia as a minority shareholder.

24 AUGUST 2026

PRIVATE BANKING · WEALTH MANAGEMENT · M&A

EFG Sells Harris Allday Wealth Business to Canaccord

EFG International has agreed to transfer the front-office teams and client assets of Harris Allday, with around £3.1bn under management, to Canaccord Wealth as it concentrates its UK business on high and ultra-high-net-worth clients.

23 AUGUST 2026

PRIVATE EQUITY · LOGISTICS · NORTH AMERICA

Mubadala Capital to Acquire Majority Interest in Arrive Logistics

Mubadala Capital has agreed to acquire a majority interest in Arrive Logistics, with existing investors retaining meaningful stakes in the freight brokerage business.

23 AUGUST 2026

ARTIFICIAL INTELLIGENCE · VENTURE CAPITAL · AI INFRASTRUCTURE

Callosum Raises $100m Seed Round to Build Heterogeneous AI Compute Platform

The AI infrastructure company has raised $100 million in a Seed round led by Atomico, with participation from Plural, DCVC and the UK Sovereign AI Fund, to scale software that routes AI workloads across different models and chip architectures.

23 AUGUST 2026

ARTIFICIAL INTELLIGENCE · RETAIL TECHNOLOGY · VENTURE CAPITAL

Edgify Raises $9m to Scale Edge AI Infrastructure Across Physical Retail

The London-based edge AI company has raised approximately $9 million in Series A+ funding from Rank Ventures and Mangrove Capital Partners, bringing total funding to around $25 million.

23 AUGUST 2026

DEFENCE TECHNOLOGY · SPACE · VENTURE CAPITAL

SpaceAM Secures Seed Investment to Scale Autonomous Defence and Space Sensing

The Gloucestershire-based aerospace and defence technology company has closed a Seed round backed by Foresight Group to expand its autonomous sensing systems. The amount was not disclosed.

23 AUGUST 2026

VENTURE CAPITAL · FUND FORMATION · ARTIFICIAL INTELLIGENCE

QuantumLight Closes $500m Fund for AI-Driven Venture Investment Strategy

The London venture firm co-founded by Revolut chief executive Nik Storonsky has closed its second fund at $500 million, roughly double the size of its first, deploying a proprietary data system to guide investment decisions.

23 AUGUST 2026

ARTIFICIAL INTELLIGENCE · EDUCATION TECHNOLOGY · VENTURE CAPITAL

Medly Raises $8m to Expand AI-Powered Personalised Tutoring

The London-based education platform has raised $8 million in Seed funding led by Felix Capital, with Eka Ventures and Ada Ventures, to expand its AI tutoring product internationally.

23 AUGUST 2026

DEEP TECH · SEMICONDUCTORS · UNIVERSITY SPIN-OUTS

Singular Photonics Raises $2.15m to Scale Next-Generation SPAD Sensors

The Edinburgh-based fabless semiconductor company, a University of Edinburgh spin-out founded in 2024, has raised €1.85 million led by ACF Investors to commercialise its single-photon image sensors.

23 AUGUST 2026

AGRITECH · CLIMATE TECHNOLOGY · REAL ASSETS

EcoNomad Secures £400k to Scale Farm Waste-to-Energy Technology

The Harpenden-based AgriTech company has raised £400,000, including £230,000 from the British Design Fund, to develop and deploy its BioNomad system for small livestock farms.

23 AUGUST 2026

DEEP TECH · SEMICONDUCTORS · CLIMATE TECHNOLOGY

HexSeed Raises £600k to Advance Diamond Cooling Technology for AI Data Centres

The UK materials company has raised more than £600,000 in early-stage funding, led by Carbon13, to develop low-temperature diamond coatings intended to improve thermal management in data-centre power electronics.

23 AUGUST 2026

DEEP TECH · VENTURE CAPITAL · OCEAN AND CLIMATE

Oshen Raises $5m to Scale Autonomous Ocean-Sensing Robot Fleets

The Plymouth-based robotics company has raised €4.27 million (approximately $5 million) led by Lunar Ventures to expand manufacturing of its C-Star autonomous surface vessels.

23 AUGUST 2026

PRIVATE CAPITAL · GROWTH EQUITY · ENTERPRISE TECHNOLOGY

Redfaire Secures €13m BGF Investment to Accelerate International Expansion

The Limerick-headquartered enterprise software and cloud services group has taken a €13 million minority investment from BGF to fund international growth, service development and further acquisitions.

22 AUGUST 2026

WEALTH MANAGEMENT · FAMILY OFFICES · INDIA

InCred Capital Launches InCred Black for Ultra-High-Net-Worth Families

InCred Capital has launched InCred Black, a service for ultra-high-net-worth individuals, entrepreneurs and business families, with three senior co-founders joining the venture.

21 AUGUST 2026

PRIVATE MARKETS DATA · ARTIFICIAL INTELLIGENCE · UNITED STATES

Chronograph Makes Validated Private Capital Data Available Through Perplexity

Chronograph has integrated validated private capital portfolio data into Perplexity and Perplexity Computer for eligible clients holding the appropriate subscriptions.

20 AUGUST 2026

FUND OPERATIONS · PAYMENTS · PRIVATE EQUITY

6lock Launches Same-Day Distributions for Private Equity Funds

6lock has launched Same Day Distributions, allowing private equity firms to create, fund and complete limited partner distributions within a single day.

19 AUGUST 2026

INFRASTRUCTURE · WEALTH CHANNEL · UNITED STATES

AAM and Wilshire Launch Infrastructure Interval Fund With $150m Sun Life Seed

Advisors Asset Management and Wilshire have launched the AAM Wilshire Infrastructure Fund, seeded with a $150m commitment from Sun Life.

18 AUGUST 2026

PRIVATE MARKETS · VALUATION · UNITED STATES

Caplight to Provide Independent Pricing for Citi's Digital Depositary Receipts

Caplight will supply independent pricing for Citi's Digital Depositary Receipt product, which initially represents private shares in Kaleido.

17 AUGUST 2026

DIGITAL INFRASTRUCTURE · DATA CENTRES · EUROPE

SWI Group Completes Genesis Digital Assets Acquisition and Pivots to Digital Infrastructure

SWI Group has completed the acquisition of more than 70% of Genesis Digital Assets, which will be renamed SWI Digital, as the group concentrates capital on digital infrastructure exceeding 4GW.

16 AUGUST 2026

DIGITAL ASSETS · TREASURY MANAGEMENT · UNITED STATES

Stable Sea Adds Two WisdomTree Digital Funds to Its Treasury Terminal

Stable Sea has added the WisdomTree Short-Duration Income Digital Fund and the Floating Rate Treasury Digital Fund to its Terminal, extending the tokenised cash options available to corporate treasuries.

15 AUGUST 2026

DEFENCE TECHNOLOGY · PUBLIC MARKETS · UNITED STATES

Ursa Major Agrees Merger That Would Take Propulsion Business Public

Ursa Major has agreed to merge with Bleichroeder Acquisition Corp. III in a transaction implying a pre-money valuation of approximately $1.6bn and a Nasdaq listing anticipated in the first quarter of 2027.

15 AUGUST 2026

DIGITAL ASSETS · TOKENISATION · ASIA

HashKey and Franklin Templeton to Offer Tokenised Money Fund to Asian Professional Investors

HashKey Exchange and Franklin Templeton plan to make a tokenised US government money fund available to eligible professional investors in Asia from 24 August 2026.

15 AUGUST 2026

LOGISTICS · UK REAL ASSETS · INDUSTRIAL OUTDOOR STORAGE

Redevco Expands UK IOS Platform with 560,000 Sq Ft Widnes Logistics Acquisition

Redevco has acquired a 560,000 sq ft logistics fleet facility on a 17-acre site in Widnes, fully let to Jaguar Land Rover and operated by DHL in support of the Halewood manufacturing plant.

15 AUGUST 2026

LOGISTICS · IBERIA · INDUSTRIAL OUTDOOR STORAGE

Redevco Expands Logistics Platform with Madrid and Barcelona IOS Acquisitions

Redevco has acquired a vehicle rental depot in Getafe, Madrid, and a newly redeveloped EV bus depot in Sant Boi, Barcelona, taking its Industrial Outdoor Storage footprint to 5.5m sq ft and €175m AUM across 13 assets.

15 AUGUST 2026

DIGITAL INFRASTRUCTURE · AI · EMEA

AI Boom Redraws Europe's Data Centre Map as Power Access Overtakes Location

Hyperscale campuses planned for 2026–2028 will sit an average of 175km from major EMEA hubs, against 46km for projects delivered between 2022 and 2025, according to JLL's EMEA Mid-Year Data Centre Report 2026.

15 AUGUST 2026

REAL ESTATE · LIVING SECTORS · INVESTMENT DATA

EMEA Living Investment Jumps 49% as Large Platform Deals Drive Q2 Volumes

Investment in EMEA living sectors reached €17.4bn in Q2 2026, the highest quarterly volume since 2022, with multifamily platform deals in Sweden, the UK and Spain driving a 49% year-on-year increase.

15 AUGUST 2026

LOGISTICS · SUPPLY CHAIN · UK REAL ASSETS

Travers Smith Advises DP World on Transfer of Six UK Grocery Logistics Sites

DP World is taking on six contract logistics sites from GXO Logistics, with more than two million sq ft of warehouse capacity and around 2,000 personnel, as a regulatory condition of GXO's Wincanton acquisition.

15 AUGUST 2026

REAL ESTATE · INFRASTRUCTURE · OXFORD–CAMBRIDGE CORRIDOR

Bicester Motion Submits Plans for £1bn Oxfordshire Mobility Innovation Cluster

First-phase outline planning applications have been submitted to Cherwell District Council for a proposed £1bn gross development value, 10-year masterplan across Bicester Motion's 444-acre future mobility estate.

15 AUGUST 2026

PRIVATE WEALTH · APPOINTMENTS · UK REGIONS

Rothschild & Co Appoints Samantha Beach to Strengthen Manchester Wealth Management Team

Samantha Beach joins Rothschild & Co's UK Wealth Management business in Manchester as Director and Client Adviser, arriving from Barclays Private Bank with more than 20 years in wealth management and private banking.

14 AUGUST 2026

PUBLIC MARKETS · LIFE SCIENCES · IPO

Vogenx Completes $81.3m IPO With JonesTrading as Sole Bookrunner

Vogenx has completed an $81.3m initial public offering of 6.25m shares priced at $13, with JonesTrading acting as sole book-running manager.

13 AUGUST 2026

GLOBAL PRIVATE CAPITAL · VENTURE CAPITAL · INNOVATION FINANCE

Erebor Reportedly Nears $1.5bn Funding Round at $8bn Pre-Money Valuation

Erebor, a recently launched US bank serving the innovation economy, is reportedly in late-stage discussions for approximately $1.5bn of new funding at an $8bn pre-money valuation, according to the Financial Times.

13 AUGUST 2026

OXFORD INNOVATION · DEEP TECH · LIFE SCIENCES

Oxford University Innovation Companies Raise More Than £375m Across Quantum and Biotech

Oxford Quantum Circuits and RQ Biotechnology have announced funding rounds in close succession, together raising more than £375 million for Oxford-originated quantum computing and antibody science.

12 AUGUST 2026

TECHNOLOGY · PRIVATE MARKETS DATA · VENTURE CAPITAL

Standard Metrics Raises $20m Series B for Private Markets Reporting

Standard Metrics has raised $20m in Series B financing led by 8VC to expand AI tools that structure portfolio company data and reporting for venture capital and private equity investors.

12 AUGUST 2026

HEALTHCARE REAL ESTATE · PLATFORM LAUNCH · UNITED STATES

One Orchard Launches With Healthcare Infrastructure Platform InfraMed Properties

One Orchard has launched with InfraMed Properties, a healthcare infrastructure platform seeded with 25 assets and formed alongside REDICO, with Pantheon leading institutional investor support.

12 AUGUST 2026

UK INNOVATION · ENERGY TECHNOLOGY · VENTURE CAPITAL

Oxford Technology Invests in ENV Energy's Next-Generation Battery Technology

Oxford Technology has invested in ENV Energy, a battery materials business developing high-nickel lithium-ion cathode technology created at WMG in Warwick.

12 AUGUST 2026

OXFORD INNOVATION · AGRITECH · GROWTH CAPITAL

Oxford AgriTech Company Moa Technology Raises £22.2m Series C

Moa Technology, an Oxford agricultural biotechnology spin-out, has raised €25.9 million (£22.2 million) in Series C financing co-led by Oxford Science Enterprises and Supernova Invest.

11 AUGUST 2026

REAL ASSETS · APPOINTMENTS · UNITED STATES

Cliffwater Appoints Former GIC Executive Sam Walsh to Real Assets Team

Cliffwater has appointed Sam Walsh, previously Senior Vice President, Investments, Americas Real Estate at GIC, as a Managing Director on its Cascade Real Assets Fund team.

11 AUGUST 2026

INFRASTRUCTURE · PRIVATE MARKETS · UNITED STATES

Future Standard Takes Strategic Minority Stake in Infrastructure Firm KDC

Future Standard, a global alternative asset manager with $94bn of assets, has closed a strategic minority investment in infrastructure firm KDC, with an option to acquire control in future.

11 AUGUST 2026

UK INNOVATION · AGRITECH · M&A

Oxford University Spin-Out Wild Bioscience Acquires UK Wheat Breeder F1 Seed

Wild Bioscience has acquired wheat breeder F1 Seed for an undisclosed sum, creating a British independent precision-breeding wheat business.

10 AUGUST 2026

DIGITAL ASSETS · CREDIT · TOKENISATION

Securitize and Neuberger Launch Tokenized High-Income Credit Fund

Securitize and Neuberger have launched HINC, a tokenized high-income fixed income fund investing primarily in high-yield bonds, CLOs and leveraged loans.

10 AUGUST 2026

ASSET MANAGEMENT · PORTFOLIO SOLUTIONS · GLOBAL

Invesco Expands Global Solutions and Custom Strategies Platform

Invesco has advanced its global Solutions and Custom Strategies platform, bringing bespoke public and private, active and passive capabilities together for wealth and institutional clients.

7 AUGUST 2026

ASSET MANAGEMENT · MUNICIPAL BONDS · DISTRIBUTIONS

Neuberger Municipal Fund Declares Monthly Distribution of $0.05417 a Share

Neuberger's municipal fund has declared a monthly distribution of $0.05417 per share, payable on 15 September 2026 with a record and ex-date of 31 August 2026.

7 AUGUST 2026

ASSET MANAGEMENT · MUNICIPAL BONDS · UNITED STATES

Federated Hermes Publishes Monthly Data for Premier Municipal Income Fund

Federated Hermes has made available monthly portfolio composition and performance information for the Federated Hermes Premier Municipal Income Fund as at 31 July 2026.

6 AUGUST 2026

PRIVATE EQUITY · CAPITAL FORMATION · UNITED STATES

H.I.G. Capital Adds Two Managing Directors to Capital Formation Team

H.I.G. Capital has appointed Tim Hsu and Chris Todisco as Managing Directors in its Capital Formation team, covering institutional investors on the West and East Coasts respectively.

6 AUGUST 2026

DIGITAL INFRASTRUCTURE · GERMANY · INFRASTRUCTURE CAPITAL

CVC DIF Agrees Majority Stake in German Data Centre Operator firstcolo

CVC DIF has agreed to acquire a significant majority stake in Frankfurt-region data centre operator firstcolo GmbH from CUBE Infrastructure, with completion expected by the end of September 2026.

5 AUGUST 2026

PRIVATE CREDIT · WORKING CAPITAL · UNITED STATES

Family Office Backs $2.5m Receivables Facility for Metal Coating Firm

Republic Business Credit has partnered with a family office to provide a $2.5m receivables financing facility for a Southwest-based precision metal coating company.

5 AUGUST 2026

VENTURE CAPITAL · ASIA-PACIFIC · LIVE ENTERTAINMENT

Triangle Group Raises US$15m With Oberoi Family Office in Syndicate

Asia-Pacific live entertainment infrastructure business Triangle has raised US$15m in combined equity and venture debt, with the Oberoi Family Office joining the equity round.

4 AUGUST 2026

SINGLE-FAMILY OFFICE · APPOINTMENTS · UNITED STATES

Pittco Management Promotes Katherine Harding to Associate, Investments

Memphis single-family office Pittco Management has promoted Katherine Harding to Associate, Investments, covering fund manager selection and direct investments.

4 AUGUST 2026

LIFE SCIENCES · VENTURE CAPITAL · FAMILY OFFICE DIRECT INVESTMENT

Ratio Therapeutics Raises $70m Series C With Duquesne Family Office

Clinical-stage radiopharmaceutical company Ratio Therapeutics has closed a $70m Series C with participation from existing investors Duquesne Family Office and Bristol Myers Squibb.

3 AUGUST 2026

FAMILY OFFICE OPERATIONS · TALENT · UNITED STATES

Dossier Launches Executive Search Firm Focused on Family Offices

Dossier, a sister company to recruiting firm Pocketbook Agency, has launched as a bespoke executive search partner for family offices, investment firms, foundations and trusts.

3 AUGUST 2026

SECONDARIES · CONTINUATION VEHICLES · WEALTH MANAGEMENT

Hamilton Lane Leads $270m Continuation Vehicle for Savant Wealth

Cynosure Partners and Hamilton Lane have closed a single-asset continuation vehicle for Savant Wealth Management, securing approximately $270m in total commitments ten years after Cynosure's initial investment.

1 AUGUST 2026

LIFE SCIENCES · AI · UK INNOVATION

Mishcon de Reya Advises Relation Therapeutics on $110m GSK Collaboration

Relation Therapeutics has entered a $110 million strategic research collaboration with GSK focused on large-scale human cellular perturbation data and its MORGAN foundation model, advised by Mishcon de Reya.

31 JULY 2026

HEALTHCARE TECHNOLOGY · PRIVATE PLACEMENT · UNITED STATES

Marpai Raises $12m Private Placement Led by Mitchell Companies

Healthcare administration company Marpai has entered into securities purchase agreements with accredited investors for a $12m private placement of convertible preferred stock, led by Mitchell Companies.

31 JULY 2026

WEALTH MANAGEMENT · UNITED STATES · APPOINTMENTS

Cresset Hires Cory Boggs to Expand Its Santa Barbara Office

Cresset has appointed Cory Boggs as managing director, wealth advisor in Santa Barbara. He previously managed more than $600m for clients at Manchester Capital Management.

30 JULY 2026

PRIVATE CREDIT · WEALTH MANAGEMENT · UNITED STATES

Carlyle-Backed Bixby Takes Minority Stake in $11bn F.L.Putnam

F.L.Putnam Investment Management has received a strategic minority investment from Bixby Wealth Solutions, an arm of Moontower Group backed by Carlyle's Global Credit business.

30 JULY 2026

PRIVATE EQUITY · WEALTH MANAGEMENT · UNITED STATES

The Vistria Group Takes Ownership Stake in $14bn RIA Curi Capital

Chicago-based registered investment adviser Curi Capital, which has more than $14bn in assets under advisement, has agreed a strategic investment from middle-market private investment firm The Vistria Group.

29 JULY 2026

PHILANTHROPY · TECHNOLOGY · CHARITABLE STRUCTURES

Give Interactive Launches Perpetual Giving Platform for DAF Sponsors

Give Interactive has launched Give Legacy Fund, a platform allowing charitable fund sponsors to offer individual families endowment-style perpetual giving vehicles at scale.

29 JULY 2026

WEALTH MANAGEMENT · UNITED STATES · TEAM MOVES

Cresset Opens Boca Raton Office With 16-Person Team From UBS

Multi-family office Cresset has expanded into Boca Raton with a 16-person advisory team that previously managed approximately $4bn in client assets at UBS.

7 JULY 2026

INDUSTRY NEWS

Proxima Fusion Raises €411 Million to Build Europe's Commercial Fusion Champion

European fusion company Proxima Fusion has completed a €411 million financing round led by XTX Ventures and East X Ventures, with strategic investment from Google and RWE, making it Europe's best-funded fusion company.

6 JULY 2026

WEALTH TECHNOLOGY · AI · PRIVATE BANKING

HSBC Appoints Nick Elias as Head of Wealth Platforms as AI Strategy Accelerates

Nick Elias becomes Head of Wealth Platforms, Wealth and Premier Solutions at HSBC on 15 August 2026, leading the bank's Wealth Transformation Programme and the scaling of its Wealth Intelligence AI platform.

6 JULY 2026

REAL ESTATE · LEADERSHIP · EUROPE

Neil Slater to Step Down as Redevco CEO Ahead of Move to Link REIT

COFRA Holding AG has announced that Neil Slater will step down as CEO of Redevco on 31 January 2027 to become CEO of Link Real Estate Investment Trust. A search for his successor has commenced.

2 JULY 2026

ALTERNATIVE ASSETS

HSBC Private Bank releases report on Collectibles: Having purpose and passion

HSBC Private Bank's new report on collectibles urges collectors to plan with purpose and passion — framing collections as strategic assets ahead of the Great Wealth Transfer.

2 JULY 2026

NEWS · INNOVATION

HSBC Private Bank launches HSBC Access

HSBC Private Bank launches HSBC Access, a new platform connecting UHNW and family office clients with the innovation economy through curated investment and partnership opportunities.

2 JULY 2026

RESEARCH · EVENTS

Family Office Symposium 2026 | Key Takeaways

McDermott Will & Schulte publish the key takeaways from the Family Office Symposium 2026 — covering governance, tax, succession and investment themes for principals and advisers.

2 JULY 2026

NEWS · OFFSHORE

Walkers Promotes New Partner in Jersey as Part of Latest Promotions Round

Jersey Finance reports on Walkers' latest global promotions round, including a new partner appointment in Jersey strengthening its private capital and funds practice.

2 JULY 2026

TALENT · OPERATIONS

Why Family Offices Are Taking A More Global Approach To Talent

Writing in Forbes, Paul Westall explains why family offices are increasingly recruiting internationally — and what a global talent strategy means for operations and culture.

2 JULY 2026

RESEARCH · SUCCESSION

The family office: helping families preserve their wealth over generations

IMD's Denise H. Kenyon-Rouvinez examines the role of the family office as a long-term vehicle for preserving wealth, values and cohesion across successive generations.

2 JULY 2026

TECHNOLOGY · DATA

The next phase of Family Office growth: Technology and Data

Agreus argues the next phase of family office growth will be defined by technology and data — from consolidated reporting stacks to data-led decision-making across the enterprise.

2 JULY 2026

TECHNOLOGY · AI

How AI is Reshaping the Modern Family Office

PwC's Jonathan Flack and Francesca Ambrosini set out how artificial intelligence is reshaping investment, operations, reporting and talent inside the modern family office.

2 JULY 2026

ESTATE PLANNING · LIQUIDITY

Why even wealthy clients face estate liquidity gaps

Provira's John Sanderson and Steve Gauke on why illiquid balance sheets leave even the wealthiest estates short of cash — and how executors can plan around the liquidity gap.

2 JULY 2026

LEGAL · RISK

The fraud toolkit: tracing, recovery and enforcement

Jolyon Connell (Farrer & Co) walks through the practical toolkit available to private clients and family offices confronting fraud — tracing assets, recovery routes and cross-border enforcement.

2 JULY 2026

FAMILY OFFICE · PHILANTHROPY

Philanthropy within the modern family office

RSM UK's George Carter and Gemma Floodgate examine how modern family offices are integrating philanthropy into governance, strategy and next-generation engagement.

2 JULY 2026

FAMILY OFFICE · GOVERNANCE · TECHNOLOGY

How FamilySight® helps family offices simplify governance

George Carter (RSM UK) explains how the FamilySight® platform helps family offices consolidate reporting, streamline governance and provide principals with a clearer view of wealth.

2 JULY 2026

FAMILY OFFICE · INVESTMENT STRATEGY

A strategic approach to family office investing

Gary Heynes, George Carter and Jill Kaur of RSM UK set out a strategic framework for family office investing — from governance and asset allocation to risk oversight and reporting.

2 JULY 2026

SUCCESSION · TRUST STRUCTURES · PRIVATE BANKING

HSBC Appoints Dimitri Anghelakis Global Head of Trust and Fiduciary Services

Dimitri Anghelakis becomes Global Head of Trust and Fiduciary Services at HSBC on 17 August 2026, relocating from London to Hong Kong and succeeding Brent York, who retires after more than three decades.

9 JUNE 2026

OXFORD CORRIDOR · INNOVATION · REAL ASSETS

Bicester Motion Unveils Ten-Year Investment Plan for Oxfordshire Mobility Estate

Bicester Motion has unveiled plans for an additional one million sq ft of office and technical workspace at its 444-acre Oxfordshire estate, with YASA bringing 400 skilled employees to the site this summer.

1 JUNE 2026

GROWTH CAPITAL · AI · UK TECHNOLOGY

Calculus Leads £3m Investment Round in AI Hospitality Platform Edify

Calculus has invested £2.5m into Edify, an AI-powered operations platform for quick service restaurants and hospitality chains, as part of a £3m round completed alongside existing investors.

12 MAY 2026

OXFORD CORRIDOR · INNOVATION · LEADERSHIP

The Oxford Trust Appoints Matt Francis as Next Chief Executive Officer

The Oxford Trust has appointed Matt Francis as its next chief executive officer, succeeding Steve Burgess from 25 September 2026 as the organisation opens its new Aspen Building in July.

27 APRIL 2026

UK INNOVATION · OXFORDSHIRE · PROFESSIONAL SERVICES

Mishcon de Reya Relocates Its Oxford Team to New Oxford North Premises

Mishcon de Reya has moved its Oxford team into The Red Hall at Oxford North, taking a five-year lease at the centre of the £1.2 billion global innovation district.

24 APRIL 2026

OXFORD CORRIDOR · LIFE SCIENCES · INVESTMENT

Wild Bioscience Scales Climate-Resilient Crop Development at Milton Park Following £45 Million Series A

University of Oxford spinout Wild Bioscience has expanded its facilities at Milton Park, Oxfordshire, following a £45 million Series A investment led by the Ellison Institute of Technology.

15 APRIL 2026

OXFORD CORRIDOR · DEEP TECH · INVESTMENT

Densix Raises $4 Million Seed Round for Next-Generation Power Conversion Technology

University of Oxford spinout Densix has completed a $4 million seed funding round led by Oxford Science Enterprises, developing ultra-dense power converters for AI data centres and electrified energy systems.

30 MARCH 2026

OXFORD CORRIDOR · LIFE SCIENCES · DEALS

Owen Mumford Agrees £150 Million Sale to embecta Corp in Cross-Border Life Sciences Transaction

Oxfordshire-headquartered medical device manufacturer Owen Mumford has agreed to a sale to embecta Corp in a transaction valued at up to £150 million, advised by Mills & Reeve.

Ian Morley

Wentworth Hall Family Office & Atitlan Crypto Fund of Funds

Panel Discussion — Families Caring for Families

Per Wimmer

Wimmer Family Office

Panel Discussion — UK Real Estate: Investing Through Structural Change

Peta Milan

Henmil Group Family Office

Keynote — Regenerative Investing: Building Resilience Through Economic & Environmental Change

Farid Moeinifar

Cooper Family Office

Panel Discussion — Family Office Portfolio Construction: Allocating Across Private Markets

Nataliya Johnson

Vasant Capital

Panel Discussion — Family Office Portfolio Construction: Allocating Across Private Markets

Issie Armstrong

Downing Family Office & Aboria Capital

Panel Discussion — Purpose-Built Living: Student Housing, BTR & the Residential Opportunity

Julian Marwitz

Marwitz Family Office & Arineos GmbH

Panel Discussion — The Built Environment Transition: Energy Efficiency, Sustainable Urban Development & the Private Capital Opportunity

Alex Felman

Felman Family Office

Panel Discussion — The Longevity Economy: Investing in Healthcare, Biotech & Healthy Ageing

Ruth Murray

Gresham House

Panel Discussion — Natural Capital: Forestry, Biodiversity & the Evolution of Real Assets

Dr David Gasca

Blenheim Estate

Panel Discussion — Natural Capital: Forestry, Biodiversity & the Evolution of Real Assets

Patrick Knodel

INNOVATION for IMPACT GmbH & ChanceMaker Foundation

Keynote — Capital With Purpose: Rethinking Investment, Ownership & Philanthropy

Nicki Campling

The Oxford Trust

Fireside Chat — UK Innovation Property: Investing for Impact & Purpose

Chris Kimber-Nickelson

Federated Hermes Private Markets | MEPC

Panel Discussion — UK Real Estate: Investing Through Structural Change

Nancy Bikson

Chapel & York

Roundtable Host — Strategic Giving & Donor-Advised Funds: Modern Philanthropy for Global Families

Sophie Brown

Capital Assured & CASACASA

Panel Discussion — Purpose-Built Living: Student Housing, BTR & the Residential Opportunity

Fran Sanderson

Figurative

Panel Discussion — Britain's Creative Economy: Investing in Art, Culture & Collectibles

Serena Koivurinta

Captium Group

Panel Discussion — The Future Economy: Investing in Britain's Growth Companies & Innovation Clusters

Rosalind Bluestone MBE

Goods For Good

Panel Discussion — Families Caring for Families

Harco Van Den Oever

Overstone Art Services

Panel Discussion — Britain's Creative Economy: Investing in Art, Culture & Collectibles

Craig Blackburn

The Taylor Family Office

Panel Discussion — Inside the Family Office: Governance, Talent, Operations & Investment Excellence

Victoria Collett

Thomas White Oxford

Panel Discussion — UK Real Estate: Investing Through Structural Change

David Kilshaw

Rothschild & Co Wealth Management

Panel Discussion — The Great Wealth Transition: Succession, Structures & the Future of Family Wealth

Sue Foxley

Bidwells

Panel Discussion — The Future Economy: Investing in Britain's Growth Companies & Innovation Clusters

Artem Korolev

Mission Street

Panel Discussion — UK Real Estate: Investing Through Structural Change

Sebastian Johnson

ARC & Harwell Science and Innovation Campus

Panel Discussion — The Future Economy: Investing in Britain's Growth Companies & Innovation Clusters

David Mott

Oxford Capital

Panel Discussion — The Future Economy: Investing in Britain's Growth Companies & Innovation Clusters

John Bentley

Bicester Motion

Panel Discussion — UK Infrastructure & National Resilience: Power, AI, Connectivity & Long-Term Capital

Andrew Thornton

Enterprise Land

Fireside Chat — Investing in University Cities: Geopolitics, Real Estate & the Global Competition for Talent

Marco Ortiz

Rafael Viñoly Architects

Fireside Chat — Investing in University Cities: Geopolitics, Real Estate & the Global Competition for Talent

MaameYaa Kwafo-Akoto

A&O Shearman

Panel Discussion — Selecting Investment Managers: Due Diligence, Access & Alignment in a Changing Portfolio

Olivia Butcher

A&O Shearman

Panel Discussion — Inside the Family Office: Governance, Talent, Operations & Investment Excellence

Tim Hannay

Baillie Gifford & Co.

Moderator — The Future Economy: Investing in Britain's Growth Companies & Innovation Clusters

Rewa Udoji

Cranstoun Corporation

Panel Discussion — Selecting Investment Managers: Due Diligence, Access & Alignment in a Changing Portfolio

Dr Bridget Kustin

Saïd Business School, University of Oxford

Keynote — Where Philanthropy Meets Capital: Wealth Inequality and the Porous Border Between Returns and Purpose

Dr Najat Benchiba-Savenius

Gazelle Advisory Group

Panel Discussion — Inside the Family Office: Governance, Talent, Operations & Investment Excellence