The inaugural in-person UK Family Office Summit will take place on 24–25 November 2026 at The Randolph Hotel, Oxford, bringing together Single Family Office principals and executives, private wealth owners, institutional investors and senior professional advisers.
Organised by Private Markets Group Ltd, the invitation-only Summit will provide two days of investment discussions, specialist private roundtables and professional networking focused on UK investment opportunities and the cross-border issues shaping family capital.
More than 70 complimentary places are reserved for qualifying capital owners and allocators, while a maximum of 30 paid places is available across the paid delegate categories.
The official agenda features discussions involving family offices, investment managers, professional firms, universities and international investment organisations.
Tuesday 24 November: Portfolio Construction, Real Assets and International Capital
The opening day begins with a keynote from Matt Francis, CEO of The Oxford Trust, entitled UK Innovation Property: Investing for Impact & Purpose.
The first investment panel, Family Office Portfolio Construction: Allocating Across Private Markets, examines direct investments, funds, co-investments, liquidity and diversification.
Participants include Farid Moeinifar of Cooper Family Office, Nataliya Johnson of Vasant Capital and Richard Hickman of HarbourVest Global Private Equity, with Mo Baluchi moderating.
Real estate is a significant focus of the programme.
UK Real Estate: Investing Through Structural Change brings together perspectives from BNP Paribas Real Estate UK, Wimmer Family Office, Federated Hermes Private Markets, Thomas White Oxford and Mission Street.
The discussion considers how changes in occupier demand, capital markets and the wider UK economy are creating investment opportunities.
The morning also includes Natural Capital: Forestry, Biodiversity & the Evolution of Real Assets, featuring representatives of Van Lanschot Kempen Investment Management, Gresham House, Blenheim Estate, Wentworth Hall Family Office and Bidwells.
Residential Investment, Sustainability and Philanthropy
The afternoon programme includes Purpose-Built Living: Student Housing, BTR & the Residential Opportunity, moderated by Will Powell of Downing LLP and featuring Sophie Brown of Capital Assured & CASACASA, Issie Armstrong of Downing Family Office & Aboria Capital and Andrew Saunderson of CBRE.
The panel explores investment opportunities arising from housing shortages, demographic change and evolving residential demand.
Peta Milan of Henmil Group Family Office delivers a keynote on Regenerative Investing: Building Resilience Through Economic & Environmental Change.
Further discussions examine energy efficiency, sustainable urban development, family philanthropy and the role of private capital in building resilient communities.
The day concludes with The UAE as a Global Investment Hub: Building Long-Term Partnerships with Family Offices and Institutional Capital, featuring H.E. Mohammad Abdulrahman Alhawi, Undersecretary at the UAE Ministry of Investment.
The session examines the UAE's evolving position in international capital formation, cross-border investment and strategic partnerships.
An evening drinks reception follows the main programme.
Wednesday 25 November: Investment Managers, Family Office Operations and Innovation
The second day opens with Dr Bridget Kustin of the Ownership Project 2.0 at Saïd Business School, University of Oxford.
Her keynote, Where Philanthropy Meets Capital: Wealth Inequality and the Porous Border Between Returns and Purpose, explores the relationship between private wealth, investment returns and social purpose.
Selecting Investment Managers: Due Diligence, Access & Alignment in a Changing Portfolio examines how families assess external managers, investment skill, governance and long-term alignment.
Participants include representatives of A&O Shearman, Bank Syz, Nuffield College at the University of Oxford, Wentworth Hall Family Office and Cadro.
Inside the Family Office: Governance, Talent, Operations & Investment Excellence considers the capabilities required to manage increasingly complex family wealth and investment structures.
The morning also features Charles-Henry Monchau, Chief Investment Officer and Member of the Executive Committee at Bank Syz, delivering Global Markets in Transition: Risks, Opportunities & Positioning.
Longevity, Creative Assets and Britain's Growth Economy
The afternoon programme explores investment opportunities across art and collectibles, healthcare, biotechnology and innovation-led growth.
The Longevity Economy: Investing in Healthcare, Biotech & Healthy Ageing features Alex Felman of Felman Family Office, Dr Jed Lye of Instance and Professor Richard Faragher of the University of Brighton, moderated by Rosemary Sinclair Dokos of NucleicAI.
Investing in University Cities: Geopolitics, Real Estate & the Global Competition for Talent examines how universities, research and international capital influence demand for housing, laboratories and infrastructure.
The Future Economy: Investing in Britain's Growth Companies & Innovation Clusters brings together representatives of Baillie Gifford, Captium Group, Advanced Research Clusters, Oxford Capital and Oxford Seed Fund.
The Summit's closing panel, The Great Wealth Transition: Succession, Structures & the Future of Family Wealth, features David Kilshaw of Rothschild & Co Wealth Management and David Lambotte of Virdaris, moderated by Beatrice Puoti of Stephenson Harwood.
Private Roundtables and Networking
Alongside the main-stage programme, specialist private roundtables address digital asset security, philanthropy, family office data, private credit, venture capital, real assets, alternative investment funds, impact investing, private equity secondaries and investment promotion.
The agenda also includes delegate breakfasts, networking lunches, coffee breaks and evening receptions.
These formats are designed to create opportunities for informed discussion among family offices, capital owners, investment professionals and participating organisations.
Partnership and Delegate Opportunities
The inaugural Summit provides commercial participation opportunities for relevant fund managers, investment managers, private companies, professional advisers and International Financial Centres.
Options include strategic partnerships, specialist programme participation, private investment workshops, hospitality sponsorship and limited paid delegate attendance, subject to availability and approval.
Programme participation must remain relevant to the Summit's audience. Unrestricted product pitches are not permitted on the main stage.
Organisations considering participation are encouraged to review the official agenda and current commercial opportunities.
For direct commercial enquiries, contact partnership@ukfos.com.
The UK Family Office Summit is organised by Private Markets Group Ltd.