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Aerial view of the Radcliffe Camera and Radcliffe Square in central Oxford

UK Family Office Summit

Oxford 2026 Agenda

Two days of Main Stage panels, Private Investor Roundtables & all-day networking in Oxford, examining investment strategy, private markets and long-term wealth with family office principals, institutional investors and senior advisers.

Official Programme

24–25 November 2026 · The Randolph Hotel, Oxford

Day One

Tuesday 24 November 2026

10 sessions · 3 private roundtables

08:00–10:00

Registration

Delegate Registration & Morning Networking

Begin the Summit with informal introductions, pre-arranged meetings and networking opportunities with family office principals, private investors, institutional LPs, speakers and partners. Both exhibitor environments will be open for early conversations ahead of the Main Stage program.

Garden Bar, Lancaster Room & Ballroom

10:00–10:05

Welcome

Welcome & Introduction

Melody Solomon Master of Ceremonies | Founder & CEO, Radner Private Office Okechukwu Kalu Founder & CEO, Private Markets Group Ltd | UK Family Office Summit

Main Stage · Ballroom

10:05–10:45

Panel

Main Stage · Ballroom

Family Office Portfolio Construction: Allocating Across Private Markets

How are family offices constructing resilient private-market portfolios across direct investments, funds and co-investments while balancing return objectives, liquidity, diversification and long-term capital preservation?

Moderator

Mo Baluchi

Senior Consultant

Speaker

Nataliya Johnson

Vasant Capital

Speaker

Richard Hickman

HarbourVest Global Private Equity (HVPE)

Speaker

Stuart Tait

Carta

In partnership with HarbourVest Global Private Equity (HVPE)

HarbourVest Global Private Equity (HVPE)

VIEW SESSION DETAILS →

10:45–11:00

Networking

Morning Coffee & Networking Break

An opportunity for delegates to continue the opening discussions, meet speakers and visit participating organisations in the Networking Hub before the parallel investment sessions.

Garden Bar, Lancaster Room & Ballroom

11:00–11:40

Panel

Main Stage · Ballroom

UK Real Estate: Investing Through Structural Change

Where are structural shifts in occupier demand, capital markets and the UK economy creating investable real-estate opportunities — and how should family offices and institutional investors assess value, development risk and long-term returns?

Moderator

Hugh White

BNP Paribas Real Estate UK

Speaker

Per Wimmer

Wimmer Family Office

Speaker

Will Strang

Federated Hermes

Speaker

Victoria Collett

Independent Consultant

Speaker

Artem Korolev

Mission Street

In partnership with BNP Paribas Real Estate UK

BNP Paribas Real Estate

VIEW SESSION DETAILS →

11:50–12:30

Concurrent Sessions

Panel Discussion · Ballroom

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

Where is natural capital becoming genuinely investable, and how are forestry, land stewardship, biodiversity and environmental markets fitting into institutional real-asset portfolios — including the role of natural capital in regions facing simultaneous pressure for housing, infrastructure, energy and economic growth?

Moderator

Arif Saad, CFA

Van Lanschot Kempen Investment Management

Speaker

Jane O’Connor, CFA

Gresham House

Speaker

Dr David Gasca

Blenheim Estate

Speaker

Ian Morley

Wentworth Hall Family Office

Speaker

Roland Bull

Bidwells

In partnership with Gresham House

Gresham House

VIEW SESSION DETAILS →

Private Roundtable & Lunch · St John's Room

Managing Data Complexity in a Family Office

An invitation-only private roundtable exploring how trusted data helps Single Family Offices manage increasingly complex wealth, support informed decisions and prepare for developments in AI.

Hosted in partnership with:Cornspring

Cornspring

The private roundtable will be followed by a hosted private lunch in St John's Room.

VIEW SESSION DETAILS →

12:30–13:45

Networking

Networking Lunch

A dedicated opportunity for family office principals, private investors and institutional LPs to exchange perspectives, make informal introductions, hold meetings and visit the Summit's two curated exhibitor environments.

Garden Bar, Lancaster Room & Ballroom

In partnership with Virdaris

Virdaris

13:45–14:25

Concurrent Sessions

Panel Discussion · Ballroom

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

Where are housing shortages, demographic change and evolving lifestyles creating investable opportunities across student housing, build-to-rent and specialist residential markets — particularly in high-growth UK university and innovation cities where housing supply increasingly affects the ability to attract and retain talent?

Moderator

Will Powell

Downing

Speaker

Sophie Brown

Capital Assured & CASACASA

Speaker

Issie Armstrong

Downing Family Office & Aboria Capital

Speaker

Isbar Ali

Perpetual Capital Management

In partnership with CASACASA

CASACASA

VIEW SESSION DETAILS →

14:50–15:10

Networking

Afternoon Tea, Coffee & Networking

A late-afternoon pause before the day's closing sessions

Ballroom

In partnership with Virdaris

Virdaris

15:10–15:50

Concurrent Sessions

Fireside Chat · Ballroom

Families Caring for Families

Families naturally think about protecting their own — building businesses, preserving wealth and planning for future generations. Yet families elsewhere may be facing a very different reality: conflict, displacement, poverty and difficulty providing even basic necessities for their children. Through the remarkable work of Goods For Good and its founder Rosalind Bluestone MBE, this session opens a wider conversation about how successful families, family offices, philanthropists and businesses can use their resources, relationships and influence to help other families — at home and internationally.

Moderator

Ian Morley

Wentworth Hall Family Office

Speaker

Rosalind Bluestone MBE

Goods For Good

In partnership with Goods For Good

Goods For Good

VIEW SESSION DETAILS →

15:55–16:35

Panel

Main Stage · Ballroom

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

This panel brings together UK and European practitioners — including independent energy and sustainability consultancy Arineos, which works with some of the largest funds in the property sector to unlock long-term sustainable value through healthy buildings and resilient cities — to examine where the private capital opportunity sits within the UK and European energy efficiency transition, and what long-term stewardship of the built environment looks like for family offices and institutional investors.

Moderator

Jonathan Gilmour

Travers Smith

Speaker

Julian Marwitz

Marwitz Family Office & Arineos GmbH

Speaker

Sandy Arbuthnott

Octopus Energy Homes

Speaker

Guy Bishop

Alchemy Asset Management

In partnership with Alchemy Asset Management

Alchemy Asset Management

VIEW SESSION DETAILS →

17:05–17:45

Panel

Main Stage · Ballroom

The UAE as a Global Investment Hub: Building Long-Term Partnerships with Family Offices and Institutional Capital

A closing discussion examining the UAE’s evolving role as a global investment hub and how it is building long-term relationships with international family offices, private investors and institutional capital. The panel will explore opportunities for cross-border investment, capital formation and strategic partnerships, alongside the UAE’s positioning as a destination for global private capital.

Moderator

Athan Attia

Dynamic Investments, LP

Speaker

H.E. Mohammad Abdulrahman Alhawi

Ministry of Investment, United Arab Emirates

Speaker

Nathan Kelleher

Al Liwan Group

Speaker

Richard Jordan

Trowers & Hamlins

Speaker

Adrian Harris

Freedom Asset Management

In partnership with Ministry of Investment, United Arab Emirates

UAE Ministry of Investment and Invest UAE

VIEW SESSION DETAILS →

17:45 onwards

Networking

Evening Networking, Private Meetings & Hospitality

Following the Main Stage program, delegates are welcome to continue conversations through informal networking, independently arranged dinners and a selection of curated private experiences. The Snug, reserved for UKFOS throughout the Summit, provides a private setting for smaller discussions and meetings. Delegates may also meet independently at the hotel's Morse Bar, which remains open to hotel residents and other guests, or arrange dinner at The Alice and other restaurants across central Oxford. Separately, approved participants may attend private meetings with the UAE Ministry of Investment in St John's Room or the bespoke Single Malt Scotch Whisky Investment & Tasting Masterclass in Lancaster Room.

Locations
The Snug (reserved for UKFOS) · Morse Bar (public hotel bar) · The Alice · St John's Room · Lancaster Room
Attendance
Optional informal networking for registered Summit delegates; private activities require separate approval.
Additional options
UAE Ministry of Investment private meetings · Whisky masterclass · Independent dining arrangements
Additional note
Drinks and dining are at guests' own expense unless specifically included in a confirmed private invitation.

Official Fringe Events

A selection of curated private meetings and hospitality experiences taking place alongside the Summit's evening networking opportunities. Participation is subject to separate registration, invitation or approval. A UKFOS delegate pass does not automatically include access to these experiences.

Official Fringe Event · Private Meetings

18:00–19:30

One-to-One Private Meetings with the UAE Undersecretary

St John's Room, The Randolph Hotel, Oxford

An opportunity for eligible Single Family Office principals, private investors, asset owners and institutional investment decision-makers to apply for a scheduled private meeting with H.E. Mohammad Abdulrahman Alhawi, Undersecretary of the UAE Ministry of Investment, and the accompanying delegation. Meetings are strictly by application and approval, with limited appointments available.

In Partnership with the UAE Ministry of Investment

VIEW DETAILS & APPLY →

Official Fringe Event · Private Masterclass

18:00–19:30

Bespoke Single Malt Scotch Whisky Investment & Tasting Masterclass

Lancaster Room, The Randolph Hotel, Oxford

An exclusive educational and tasting experience exploring the craftsmanship, provenance and investment characteristics of Single Malt Scotch whisky. Hosted entirely within Lancaster Room, the experience combines an educational presentation, a guided tasting of four carefully selected Single Malt Scotch whiskies, additional sample drams, cocktails and informal networking in a private setting. Limited to 30 guests per evening, subject to separate registration, availability and confirmation.

VIEW DETAILS & APPLY →

19:30

End of Day One

Day Two

Wednesday 25 November 2026

10 sessions · 2 private roundtables

08:00–09:15

Registration

Delegate Registration & Morning Networking

Begin Day Two with opportunities to reconnect with fellow delegates, arrange private meetings and continue discussions with family office principals, institutional investors, speakers and partners. Both exhibitor environments will be open ahead of the morning program.

Garden Bar, Lancaster Room & Ballroom

09:55–10:35

Panel

Main Stage · Ballroom

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

As family offices reconsider strategic allocations and expand across private markets, how should they decide which capabilities belong in-house and where external managers genuinely add value — and how can families assess investment skill, organisational resilience, governance and alignment before committing long-term capital?

Moderator

MaameYaa Kwafo-Akoto

A&O Shearman

Speaker

James Morton

Bank Syz

Speaker

Tabitha Eccles, CFA

Nuffield College, University of Oxford

Speaker

Ian Morley

Wentworth Hall Family Office

Speaker

Ajay Patel

Cadro

In partnership with A&O Shearman

A&O Shearman

VIEW SESSION DETAILS →

10:35–11:00

Networking

Morning Coffee & Networking Break

A dedicated opportunity for delegates to continue the morning's discussions, arrange private meetings and meet participating organisations in the Networking Hub.

Garden Bar

11:00–11:40

Concurrent Sessions

Panel Discussion · Ballroom

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

How are modern family offices building the governance, leadership teams, operating structures and institutional capabilities required to manage increasingly complex wealth, businesses and investments across generations and jurisdictions?

Moderator

Olivia Butcher

A&O Shearman

Speaker

Craig Blackburn

The Taylor Family Office

Speaker

Donna Chen

D2 Impact Group

Speaker

Dr. Ulf Brackmann

iKapital Family Office

Speaker

Alex Felman

Felman Family Office | Next Gen

VIEW SESSION DETAILS →

Private Roundtable · St John's Room

The Most Precious Asset – Health

For families managing wealth across generations and borders, protecting health is as important as preserving capital. This private roundtable explores how family offices can approach healthcare access, preventive medicine and longevity as part of long-term family planning.

Roundtable Speaker

Stefka Baxter

SIP Medical Family Office

Roundtable Speaker

Chantal Leprêtre

SIP Medical Family Office

Hosted by SIP Medical Family Office

SIP Medical Family Office

VIEW SESSION DETAILS →

12:20–13:45

Networking

Networking Lunch

A dedicated opportunity for family office principals, private investors and institutional LPs to compare allocation priorities, hold informal meetings, build relationships and spend time with participating organisations across both exhibitor environments.

Garden Bar, Lancaster Room & Ballroom

In partnership with Virdaris

Virdaris

13:45–14:25

Panel

Main Stage · Ballroom

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

As art and collectibles become increasingly integrated into private wealth strategies, how should family offices approach their financial value alongside the cultural, philanthropic and intergenerational significance of collecting?

Moderator

Lavinia du Cauzé de Nazelle

Mishcon de Reya LLP

Speakers

Harco Van Den Oever

Overstone Art

Fran Sanderson

Figurative

Amelie Sarrado

Christie’s

Vanessa Curry

Fine Art Source | Denise Coates Foundation

Tim Maxwell

Wedlake Bell

In partnership with Overstone Art & Mishcon de Reya LLP

Overstone ArtMishcon de Reya LLP

VIEW SESSION DETAILS →

14:30–15:10

Panel

Main Stage · Ballroom

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

Where are longevity, biotechnology, preventive medicine, diagnostics and healthcare infrastructure creating durable opportunities for long-term capital — and what can Oxfordshire's globally significant life-sciences ecosystem tell investors about the next generation of healthcare innovation?

Moderator

Rosemary Sinclair Dokos

NucleicAI

Speaker

Neetu Puranikmath

Single Family Office

Speaker

Dr Jed Lye

Instance Ltd

Speaker

Richard G.A. Faragher BSc. ARCS D.Phil

University of Brighton

Speaker

Mila Morris

Nova Arc Health

Session Partner: Instance Ltd

Instance Ltd — Session Partner

VIEW SESSION DETAILS →

15:15–15:45

Fireside Chat

Main Stage · Ballroom

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

How are world-leading universities, shifting global capital flows and competition for students, researchers and skilled workers reshaping demand for housing, laboratories, workplaces and civic infrastructure across university cities — and how can long-term capital, architecture and placemaking respond?

Moderator

Sophie Brown

Capital Assured & CASACASA

Featured Guest

Marco Ortiz

Rafael Viñoly Architects

Featured Guest

Andrew Thornton

Enterprise Land

Featured Guest

Nicholas Turner

Capital Assured

In partnership with Capital Assured

Capital Assured

VIEW SESSION DETAILS →

15:45–16:00

Networking

Afternoon Tea, Coffee & Networking

A late-afternoon reset before the Summit's final two discussions.

Ballroom

In partnership with Virdaris

Virdaris

16:00–16:40

Concurrent Sessions

Panel Discussion · Ballroom

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

Where can family office and institutional capital participate in Britain's next generation of growth — from Oxford's university spinouts and scale-ups to the science campuses, laboratories, infrastructure and innovation districts required to keep high-growth companies in the UK?

Moderator

Tim Hannay

Baillie Gifford & Co.

Speaker

Serena Koivurinta

Captium Group

Speaker

Sebastian Johnson

ARC | Advanced Research Clusters & Harwell Science and Innovation Campus

Speaker

David Mott

Oxford Capital

Speaker

Michael Hutson

Oxford Seed Fund | Associate Fellow, Oxford Saïd Entrepreneurship Centre

In partnership with Baillie Gifford & Co.

Baillie Gifford & Co.

VIEW SESSION DETAILS →

Private Roundtable · St John's Room

Longevity Economy: Investor Deal-Making Roundtable

An exclusive, closed-door discussion for family office principals, private wealth owners and institutional investors actively investing in the longevity economy. Exchange insights on current investments, emerging opportunities and potential co-investment partnerships. Investor participation only; no general pitches.

Roundtable Facilitators

Donna Chen

D2 Impact Group

Yvette Lu, DPhil

BE Health Ventures | Menerwā Ventures

Alex Felman

Felman Family Office

VIEW SESSION DETAILS →

16:45–17:25

Closing Panel

Main Stage · Ballroom

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

Family offices are becoming increasingly sophisticated investors, yet major 2026 studies continue to identify substantial gaps in succession preparedness. As wealth, ownership and decision-making move between generations, how should families build structures that preserve capital while transferring responsibility, governance and purpose?

Moderator

Beatrice Puoti

Stephenson Harwood LLP

Speaker

David Kilshaw

Rothschild & Co Wealth Management

Speaker

David Lambotte

Virdaris

Speaker

Robert Macro

Druces

Speaker

Dr. Ulf Brackmann

iKapital Family Office

In partnership with Stephenson Harwood LLP

Stephenson Harwood LLP logo

VIEW SESSION DETAILS →

17:30 onwards

Networking

Evening Networking, Private Meetings & Hospitality

Following the conclusion of the Summit, delegates are welcome to continue conversations through informal networking, private discussions and independently arranged dining. The Snug remains reserved for UKFOS delegates, providing a private setting for continued conversations. The Morse Bar is also available for independent drinks and networking alongside other hotel guests, while The Alice and nearby Oxford restaurants offer options for evening dining. Confirmed participants may also attend the bespoke Single Malt Scotch Whisky Investment & Tasting Masterclass in Lancaster Room.

Locations
The Snug (reserved for UKFOS) · Morse Bar (public hotel bar) · The Alice · Lancaster Room
Attendance
Optional · Registered Summit delegates
Additional options
Whisky masterclass (approved guests only) · Independent dining arrangements
Additional note
Drinks and dining are at guests' own expense unless included in a separately confirmed private invitation.

Official Fringe Event

A selection of curated private meetings and hospitality experiences taking place alongside the Summit's evening networking opportunities. Participation is subject to separate registration, invitation or approval. A UKFOS delegate pass does not automatically include access to these experiences.

Official Fringe Event · Private Masterclass

18:00–19:30

Bespoke Single Malt Scotch Whisky Investment & Tasting Masterclass

Lancaster Room, The Randolph Hotel, Oxford

An exclusive educational and tasting experience exploring the craftsmanship, provenance and investment characteristics of Single Malt Scotch whisky.

Hosted entirely within Lancaster Room, the experience combines an educational presentation, a guided tasting of four carefully selected Single Malt Scotch whiskies, additional sample drams, cocktails and informal networking in a private setting.

Limited to 30 guests per evening, subject to separate registration, availability and confirmation.

VIEW DETAILS & APPLY →

19:30

End of Day Two

Participating Organisations

Key organisations participating in and supporting UK Family Office Summit Oxford 2026 include:

UK FAMILY OFFICE SUMMIT

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