Family office roundtable discussion at UKFOS Oxford

Oxford 2026 Programme · 24–25 November 2026 · The Randolph Hotel, Oxford

Explore the UK Family Office Summit Oxford 2026 agenda, with two days of discussion across private markets, UK growth, innovation, family capital, governance and succession.

View The Agenda →Register To Attend →

How The Programme Works

Main Stage & Breakout Roundtables

Main Stage sessions take place in the Ballroom. Selected private Breakout Roundtables run concurrently in St John's Room, giving delegates the option to join smaller, focused discussions alongside the main programme.

Programme Beyond the Stage

Alongside the Main Stage and private Breakout Roundtables, UKFOS continues through curated networking, two exhibitor environments and invitation-only hospitality hosted by selected partners in exclusive partner spaces across The Randolph Hotel. Private partner-hosted receptions, dinners and gatherings are invitation-only and are not part of general delegate access.

Official Programme

24–25 November 2026 · The Randolph Hotel, Oxford

Day One

Exhibitions Open

Open the Summit over breakfast with family office principals, private investors, institutional LPs, speakers and partners, with both UKFOS exhibitor environments open for early introductions.

Garden Bar & Ballroom · 100

Networking Hub & UK Growth & Investment Pavilion open

Fireside Chat

Main StageBallroom

A case study in how long-term, purpose-driven property investment by an Oxford family has created the foundations for innovation, entrepreneurship and STEM education — and how family office capital can pursue philanthropic purpose alongside sustainable economic impact.

Discussion Topics

The origins of The Oxford Trust and the long-term vision of Sir Martin and Audrey (Lady) Wood
Using purpose-driven property investment to create an enduring foundation for innovation and STEM education
How long-term ownership can support entrepreneurship, science and regional economic development
The role of innovation centres and property infrastructure in supporting emerging businesses and research-led enterprise
Moving beyond short-term returns: what patient family capital can achieve through property
Balancing philanthropic purpose, financial sustainability and long-term economic impact
Opportunities for family offices to invest in innovation property while pursuing both philanthropic and economic objectives
What other families can learn from The Oxford Trust's long-term model

Interviewer

Dr Bridget Kustin

Senior Research Fellow and Director, Ownership Project 2.0: Private Capital Owners & Impact, Saïd Business School, University of Oxford

Featured Guest

Nicki Campling

Deputy CEO & Director of Innovation and Operations, The Oxford Trust

Thought Leadership Partner

The Oxford Trust

Panel

Main StageBallroom

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?

Discussion Topics

Portfolio construction across private markets
Private equity, private credit, infrastructure, real estate and secondaries
Direct investments, funds and co-investments
Balancing capital preservation and long-term growth
Liquidity, commitment pacing and deployment
Deal sourcing and manager selection
Cross-border investment opportunities
Investment structuring, alignment and downside protection
Secondaries as a portfolio-management and deployment tool
Building internal investment capability versus using external specialists
How valuations, rates and geopolitics influence allocation decisions

Moderator

Mo Baluchi

Senior Consultant

Confirmed Speakers

Farid Moeinifar

Investment Officer, Cooper Family Office

Nataliya Johnson

Founder & Chief Executive Officer, Vasant Capital

Thought Leadership Partner

Cooper Family Office

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Break · Exhibitions Open

An opportunity for delegates to continue the opening discussions, meet speakers and visit participating organisations across the Networking Hub and UK Growth & Investment Pavilion before the parallel investment sessions.

Garden Bar & Ballroom · 100

Networking Hub & UK Growth & Investment Pavilion open

Concurrent Sessions

Choose between the Main Stage programme and a private Breakout Roundtable.

Main StageBallroom

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?

Discussion Topics

UK real estate repricing — where valuations and risk-adjusted opportunities are emerging
Structural demand shifts across residential, commercial and specialist real estate
Science & innovation real estate — investing in laboratories, R&D facilities and knowledge-economy campuses
Development finance and capital structures — deploying debt and equity into complex real-estate projects
Oxford–Cambridge and other knowledge-economy locations as long-term investment markets
Occupier demand, supply constraints and development pipelines
Development risk — planning, construction, leasing and execution
Family office, institutional and international capital in UK property
Selecting operating and development partners for specialist real estate
Where investors can find durable income and long-term value through the next property cycle

Confirmed Speakers

Per Wimmer

Founder & CEO, Wimmer Family Office

Chris Kimber-Nickelson

Development Director (South), Federated Hermes Private Markets | MEPC

Victoria Collett

Development Director, Thomas White Oxford

Artem Korolev

Founder & CEO, Mission Street

Thought Leadership Partner

Wimmer Family Office

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Breakout RoundtableSt John's Room

How should family offices and institutional LPs navigate slower distributions, ageing portfolios and extended holding periods — and where can secondaries, continuation vehicles and active portfolio management create liquidity and improve portfolio outcomes?

Discussion Topics

Private equity distributions, DPI and the changing exit environment
Managing ageing portfolios and extended holding periods
LP-led secondaries as a liquidity and portfolio-management tool
GP-led continuation vehicles: alignment, pricing and governance
NAV, valuation methodology and transparency in private markets
Managing unfunded commitments and future capital calls
Secondary pricing, discounts and relative-value opportunities
Portfolio rebalancing across vintages, managers and strategies
Evaluating liquidity solutions without sacrificing long-term value
What could reopen the private equity exit and distribution cycle

18 Family Offices, UHNWIs & Institutional Investors

Roundtable places are limited. Verified family offices, UHNW investors and institutional allocators may reserve a place in advance.

Thought Leadership Partnership Available

Maximum two partners per session · Thought Leadership Partnerships →

Concurrent Sessions

Choose between the Main Stage programme and a private Breakout Roundtable.

Main StageBallroom

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?

Discussion Topics

Commercial forestry investment strategies
Sustainable agriculture and productive farmland
Biodiversity and ecosystem-restoration markets
Water resources and environmental infrastructure
Carbon markets and environmental credits
Inflation protection through scarce real assets
Evaluating operational and regulatory risk
Integrating natural capital into diversified portfolios

Confirmed Speakers

Ruth Murray

Investment Director & Co-Fund Manager, Sustainable Infrastructure, Gresham House

Dr David Gasca

Head of Natural Capital, Blenheim Estate

Thought Leadership Partner

Gresham House

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Breakout RoundtableSt John's Room

Examining how structured philanthropy can strengthen family governance, engage future generations and create measurable social impact across jurisdictions.

Discussion Topics

Defining a family giving strategy
Donor-advised funds and charitable structures
Cross-border philanthropy and international giving
Engaging younger generations through shared purpose
Governance within family foundations
Measuring outcomes and social impact
Balancing privacy, control and transparency
Building a philanthropic legacy beyond wealth

18 Family Offices, UHNWIs & Institutional Investors

Speaker

Nancy Bikson

CEO, Chapel & York

Hosted in partnership with Chapel & York

Roundtable places are limited. Verified family offices, UHNW investors and institutional allocators may reserve a place in advance.

Thought Leadership Partner

Chapel & York

Networking Lunch · Exhibitions Open

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 & Ballroom · 100

Networking Hub & UK Growth & Investment Pavilion open throughout lunch

Panel

Main StageBallroom

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?

Discussion Topics

Structural housing shortages and the long-term residential investment case
Purpose-built student accommodation in leading UK university cities
Build-to-rent and professionally managed rental housing
Housing demand around universities, science campuses and innovation clusters
The relationship between housing supply, economic growth and talent retention
Development viability, construction costs and planning constraints
Operating platforms, occupancy and income resilience
Institutional and family office capital in purpose-built residential strategies
Designing housing around changing demographic and lifestyle requirements
Oxford and other high-growth university cities as case studies in constrained housing supply

Confirmed Speakers

Issie Armstrong

Managing Director, Downing Family Office & Aboria Capital

Sophie Brown

Head of Capital Relationships, Capital Assured & CASACASA

Thought Leadership Partner

Capital Assured

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Keynote

Main StageBallroom

Building portfolios that remain resilient through economic and environmental change

Speaker

Peta Milan

Principal, Henmil Group Family Office

Networking

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

Ballroom · 100

Panel

Main StageBallroom

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.

Discussion Topics

Families helping families — the role family wealth, philanthropy and personal networks can play in addressing practical human need
From intention to impact — how philanthropists can move beyond giving capital to contribute relationships, expertise and resources
A compassionate circular economy — how Goods For Good and businesses including UNIQLO are redirecting surplus goods to families who need them
Building a lasting philanthropic legacy — how families can make purposeful giving part of stewardship across generations

Moderator

Ian Morley

Chairman, Wentworth Hall Family Office

Confirmed Speakers

Rosalind Bluestone MBE

Lifetime President & Founder

Thought Leadership Partner

Goods For Good

Panel

Main StageBallroom

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.

Discussion Topics

Urban regeneration as a long-term investment strategy
Retrofit, energy efficiency and adaptive reuse
Pricing risk in existing UK & European portfolios
Multi-disciplinary consultancy in real estate decision-making
Financing infrastructure and enabling works
Public-private capital alignment across UK & Europe
Building resilient cities and healthy buildings at scale
Capturing value from transport and research infrastructure
Regional growth clusters and innovation districts
The UK & European opportunity in regional regeneration

Confirmed Speakers

Julian Marwitz

Principal & CEO, Marwitz Family Office & Arineos GmbH

Thought Leadership Partner

Arineos GmbH

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Keynote

Main StageBallroom

Exploring how family offices can align capital, ownership and philanthropy to create resilient organisations, stronger communities and enduring long-term value.

Speaker

Patrick Knodel

Geschäftsführender Gesellschafter, INNOVATION for IMPACT GmbH & ChanceMaker Foundation

Thought Leadership Partners

INNOVATION for IMPACT GmbH

ChanceMaker Foundation

Networking · Official Reception & Private Partner Hospitality

Close Day One with family office principals, private investors, institutional LPs, speakers and partners. Alongside the official UKFOS reception, selected partners may host invitation-only drinks receptions, private dinners and smaller gatherings within their exclusive hospitality spaces.

Garden Bar & Ballroom · 100

Official UKFOS reception · plus invitation-only partner-hosted hospitality

Day Two

Exhibitions Open

Begin the second day over breakfast with family office principals, private investors, institutional LPs, speakers and partners, with both UKFOS exhibitor environments open for meetings and conversations ahead of the main programme.

Garden Bar & Ballroom · 100

Networking Hub & UK Growth & Investment Pavilion open

Opening Keynote

Main StageBallroom

Speaker

Dr Bridget Kustin

Senior Research Fellow and Director, Ownership Project 2.0: Private Capital Owners & Impact, Saïd Business School, University of Oxford

Thought Leadership Partner

Ownership Project 2.0: Private Capital Owners & Impact

Panel

Main StageBallroom

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?

Discussion Topics

Designing the modern family office operating model
Recruiting and retaining senior family office talent
Women in family offices — leadership, influence and the changing shape of senior decision-making
In-house capabilities versus outsourced specialists
Governance, decision rights and accountability
Managing businesses, investments and assets across jurisdictions
Selecting and overseeing banks, managers, advisers and external providers
Technology, reporting, data and institutional infrastructure
Professionalising a family office without losing family control
Preparing governance and operations for succession and generational change

Moderator

Olivia Butcher

Senior Associate, A&O Shearman

Confirmed Speakers

Craig Blackburn

COO, The Taylor Family Office

Dr Najat Benchiba-Savenius

Founder & Director, Gazelle Advisory Group

Thought Leadership Partner

A&O Shearman

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Break · Exhibitions Open

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

Garden Bar · 100

Networking Hub & UK Growth & Investment Pavilion open

Concurrent Sessions

Choose between the Main Stage programme and a private Breakout Roundtable.

Main StageBallroom

How are family offices evaluating external managers, securing access to differentiated opportunities and determining whether performance, governance, economics and alignment justify a long-term allocation?

Discussion Topics

Finding differentiated managers and investment opportunities
Manager selection beyond historic performance
Institutional due diligence for family offices
Assessing investment process, team stability and organisational risk
Fees, economics and alignment of interests
Evaluating emerging managers versus established platforms
Access, capacity and relationship-driven allocations
Operational, governance and counterparty due diligence
Monitoring managers after the allocation
Knowing when to redeem, reduce or replace a manager

Moderator

MaameYaa Kwafo-Akoto

Partner, A&O Shearman

Thought Leadership Partner

A&O Shearman

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Breakout RoundtableSt John's Room

Discussion Topics

The family office technology stack — building infrastructure for increasingly complex investment portfolios
AI across investment research, manager due diligence and private-market intelligence
Private markets data — gaining visibility across funds, direct investments and illiquid assets
Portfolio monitoring, performance analytics and consolidated multi-asset reporting
Automating capital calls, distributions, document analysis and investment workflows
Data integration — connecting accounting, portfolio, CRM, banking and reporting systems
From fragmented data to decision intelligence — creating a reliable single view of investments
Technology selection and implementation — specialist platforms, integrated systems, interoperability and build versus buy

18 Family Office & Institutional Investment Leaders

Roundtable places are limited. Verified family offices, UHNW investors and institutional allocators may reserve a place in advance.

Thought Leadership Partnership Available

Maximum two partners per session · Thought Leadership Partnerships →

Concurrent Sessions

Choose between the Main Stage programme and a private Breakout Roundtable.

Main StageBallroom

Where can family office and institutional capital participate in the infrastructure Britain needs for economic growth, energy security, mobility and long-term national resilience — and what can Oxfordshire's expanding innovation economy tell us about the investment required to turn nationally important clusters into globally competitive destinations?

Discussion Topics

Transport and connectivity — infrastructure supporting regional growth and the Oxford–Cambridge economy
Energy security, grid capacity, storage and next-generation energy infrastructure
Future mobility, aviation and transport innovation
Digital, AI and data infrastructure
Infrastructure supporting science campuses, research clusters and advanced manufacturing
Housing and social infrastructure around high-growth employment centres
Public-private investment structures and mobilising institutional capital
Family office and institutional co-investment in long-duration UK assets
Financing infrastructure where development timelines extend beyond traditional investment horizons
From Oxfordshire to the UK — replicating investable regional growth models

Confirmed Speakers

John Bentley

Chief Financial Officer, Bicester Motion

Thought Leadership Partner

Bicester Motion

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Breakout RoundtableSt John's Room

How can family offices and institutional investors access Britain's innovation economy directly — from Oxford university spinouts and science-led scale-ups to later-stage growth companies — while maintaining institutional discipline around sourcing, diligence, valuation, governance and portfolio construction?

Discussion Topics

Oxford and the UK's university spinout pipeline — identifying opportunities beyond traditional venture networks
Moving from university research and intellectual property to investable companies
The UK scale-up capital gap — where promising businesses need longer-duration growth capital
Direct investment versus venture and growth funds
Co-investment structures for family offices and institutional investors
Evaluating scientific, technical and commercial risk in innovation-led businesses
Governance, information rights and investor influence in privately held growth companies
Valuation discipline and avoiding concentration around fashionable technologies
Supporting companies from early commercialisation through international expansion
Keeping intellectual property, high-growth companies and high-value employment in Britain

18 Family Offices, UHNWIs & Institutional Investors

Roundtable places are limited. Verified family offices, UHNW investors and institutional allocators may reserve a place in advance.

Thought Leadership Partnership Available

Maximum two partners per session · Thought Leadership Partnerships →

Networking Lunch · Exhibitions Open

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 & Ballroom · 100

Networking Hub & UK Growth & Investment Pavilion open throughout lunch

Concurrent Sessions

Choose between the Main Stage programme and a private Breakout Roundtable.

Main StageBallroom

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?

Discussion Topics

Art as an Asset Class — Is the family collection an investment, a passion, or both?
Unlocking liquidity without selling — how art-backed and collectibles-backed lending can allow families and collectors to access capital while retaining ownership
Collectibles within family wealth — the growing financial relevance of fine art, classic cars, watches and other significant collections
Building confidence in collectibles as financial assets — valuation, provenance, insurance, custody, lending infrastructure and liquidity
The economics of collecting — understanding returns, costs, market cycles, concentration risk and the financial characteristics that distinguish art from conventional asset classes
Financing Britain's cultural economy — how private, public and charitable capital can strengthen arts and cultural organisations
Beyond traditional philanthropy — the potential for blended finance, repayable finance and innovative funding models to bring new sources of capital into culture
Investment, philanthropy and cultural impact — where commercial capital, charitable funding and family patronage can complement one another while pursuing different objectives

Confirmed Speakers

Fran Sanderson

CEO, Figurative

Harco Van Den Oever

Founder & CEO, Overstone Art Services

Thought Leadership Partner

Figurative

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Breakout RoundtableSt John's Room

How can family offices protect financial assets, confidential information and reputation from cybercrime, fraud, conflicted advice and operational failures across managers, banks and service providers?

Discussion Topics

Cyber threats targeting family offices, principals and private investment structures
Payment fraud, impersonation and sophisticated social-engineering attacks
Protecting confidential family, financial and investment data
Bank, custodian and counterparty concentration risk
Operational due diligence across investment managers and service providers
Detecting hidden fees, capital leakage and unexplained portfolio costs
Conflicts of interest and independence across advisers and intermediaries
Independent valuation, performance verification and portfolio reporting
Third-party technology, vendor and supply-chain vulnerabilities
Incident response, business continuity and operational resilience

18 Family Offices, UHNWIs & Institutional Investors

Roundtable places are limited. Verified family offices, UHNW investors and institutional allocators may reserve a place in advance.

Thought Leadership Partnership Available

Maximum two partners per session · Thought Leadership Partnerships →

Concurrent Sessions

Choose between the Main Stage programme and a private Breakout Roundtable.

Main StageBallroom

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?

Discussion Topics

Longevity and healthy ageing as a long-term investment theme
Biotechnology, drug discovery and next-generation therapeutics
Diagnostics, precision medicine and personalised healthcare
AI, data and digital health
University spinouts and translating scientific research into investable companies
Funding the journey from laboratory discovery to commercial scale
Specialist laboratories, manufacturing and healthcare infrastructure
Oxfordshire as a case study in science-cluster investment
The role of family office patient capital in life sciences and healthcare innovation
Managing scientific, clinical, regulatory and liquidity risk

Confirmed Speakers

Alex Felman

2nd Generation, Felman Family Office | Founder, Exponential U

Thought Leadership Partner

Exponential U

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Breakout RoundtableSt John's Room

As private credit expands across borrowers, structures and strategies, how should family offices and institutional LPs assess underwriting quality, borrower resilience, credit data and downside risk — and determine where today's risk-adjusted opportunities genuinely lie?

Discussion Topics

Private credit market outlook — where risk and opportunity are shifting
Underwriting quality as competition for private credit assets intensifies
Using credit data and analytics to assess borrower resilience and default risk
Leverage, interest coverage and refinancing risk in a higher-cost capital environment
Covenant quality, documentation and lender protections
Early-warning indicators: identifying deterioration before a credit event
Direct lending, asset-backed and specialty finance — comparing risk-adjusted opportunity
Valuation, transparency and portfolio surveillance in less liquid credit markets
Stress testing portfolios across economic, sector and rate scenarios
Defaults, recoveries and downside protection — what LPs should examine before allocating
Manager dispersion and distinguishing underwriting skill from market beta
Relative value across private credit, syndicated loans and public fixed income

18 Family Offices, UHNWIs & Institutional Investors

Roundtable places are limited. Verified family offices, UHNW investors and institutional allocators may reserve a place in advance.

Thought Leadership Partnership Available

Maximum two partners per session · Thought Leadership Partnerships →

Fireside Chat

Main StageBallroom

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?

Discussion Topics

How geopolitical change influences where international capital, students and talent locate
Growing demand for high-quality real estate across major university cities
World-leading universities as anchors of investment, research and innovation ecosystems
Family office and institutional investment around universities and research clusters
Designing landmark higher-education developments, including the University of Oxford's Radcliffe Observatory Quarter and Mathematical Institute
What major higher-education projects teach investors about architecture, masterplanning and placemaking
The global competition between cities for students, researchers, entrepreneurs and highly skilled talent
International student flows and their implications for real estate demand
London, Singapore and Dubai as international reference points
Long-duration real estate investment and where university-led growth could create opportunity over the coming decade

Interviewer

Sophie Brown

Head of Capital Relationships, Capital Assured & CASACASA

Featured Guest

Marco Ortiz

Managing Director, Rafael Viñoly Architects

Featured Guest

Andrew Thornton

Founder & CEO, Enterprise Land

Thought Leadership Partner

CASACASA

Exhibitions Open

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

Ballroom · 100

Networking Hub & UK Growth & Investment Pavilion open

Panel

Main StageBallroom

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?

Discussion Topics

Britain's next generation of high-growth companies and investable innovation
The Oxford financing journey — from university spinout and venture funding to growth capital and institutional scale
Why promising UK companies still encounter scale-up capital gaps
Keeping intellectual property, high-growth businesses and high-value employment in Britain
Science and technology clusters — where research, talent, capital and real estate are concentrating
Oxford's science campuses and innovation districts as an investable growth ecosystem
Laboratories, R&D facilities and advanced-manufacturing infrastructure
Venture, growth and patient capital across the innovation lifecycle
Space, defence and dual-use technologies as increasingly strategic areas of UK innovation
Attracting family office, institutional and international capital into Britain's innovation economy

Confirmed Speakers

Sebastian Johnson

Director of Ecosystems, ARC | Advanced Research Clusters & Harwell Science and Innovation Campus

David Mott

Founder Partner, Oxford Capital

Sue Foxley

Research Director, Bidwells

Serena Koivurinta

Next-Generation Principal, Captium Group & Founder, Menerwā Ventures

Thought Leadership Partner

Oxford Capital

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Closing Panel

Main StageBallroom

As unprecedented wealth moves between generations, how should families rethink succession, ownership, governance and cross-border structures to preserve capital, prepare the next generation and retain flexibility through changing tax and regulatory environments?

Discussion Topics

The great wealth transition — preparing families for the largest intergenerational transfer of capital
When to transfer wealth — balancing control, responsibility and next-generation readiness
Succession beyond inheritance — transferring ownership, decision-making and family values
Trusts, family investment companies and other structures for long-term family wealth
Cross-border families — navigating changing residence, jurisdiction and tax environments
The changing UK private-client landscape — what families should be reviewing now
Governance across generations — aligning family members, advisers and decision-makers
Liquidity and asset structures when wealth is concentrated in businesses, property and private markets
Preparing heirs without creating entitlement — education, responsibility and stewardship
Building structures that can adapt as families, regulation and investment priorities change

Confirmed Speakers

David Kilshaw

Head of Private Client Wealth Solutions, Rothschild & Co Wealth Management

Thought Leadership Partner

Rothschild & Co Wealth Management

One Thought Leadership Partnership Place Remaining

Maximum two partners per session · Enquire About Thought Leadership Partnership →

Networking · Official Reception & Private Partner Hospitality

Close the Summit together, one room, one hundred guests. Alongside the official UKFOS programme, selected partners may host invitation-only dinners and private gatherings within their exclusive hospitality spaces.

Ballroom · 100

Official UKFOS reception · plus invitation-only partner-hosted hospitality

UKFOS 2026

The UKFOS programme brings together family office principals, wealth owners, institutional investors and selected specialists for educational discussion across private markets, real assets, technology, governance and long-term wealth.

Six Investment Themes

UKFOS Oxford 2026 is organised around six themes reflecting the investment, portfolio and governance questions shaping long-term family and institutional capital.

Private Markets & Liquidity
Real Estate & Real Assets
Venture, AI & the Innovation Economy
Capital Allocation & Portfolio Construction
Resilience, Security & Strategic Industries
Family Capital, Governance & Succession

Programme Principles

The UKFOS programme is independently curated around issues relevant to family offices, wealth owners and long-term investors. Educational discussion takes priority over commercial presentation.

Sessions are structured around substantive investment, governance and private-capital questions rather than product pitches.

Family office principals, investors, academics and recognised specialists contribute experience and informed perspectives.

Selected smaller discussions operate under the Chatham House Rule to support candid peer exchange.

The programme focuses on capital allocation, governance, stewardship and the transition of multi-generational wealth.

UK Family Office Summit Oxford 2026

Explore delegate options or speak with our Partnerships Team about contributing to UKFOS 2026.

24–25 November 2026 · The Randolph Hotel · Oxford

Apply to Attend →Meet the Speakers →Explore Partnerships →

UKFOS Programme

Programme Format

Official Programme

Tuesday 24 November 2026

Delegate Breakfast & Networking

UK Innovation Property: Investing for Impact & Purpose

Family Office Portfolio Construction: Allocating Across Private Markets

Morning Coffee & Networking Break

UK Real Estate: Investing Through Structural Change

Private Equity After the Exit Slowdown: Secondaries, Distributions & Portfolio Solutions

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

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

Networking Lunch

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

Regenerative Investing: Building Resilience Through Economic & Environmental Change

Afternoon Tea, Coffee & Networking

Families Caring for Families

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

Capital With Purpose: Rethinking Investment, Ownership & Philanthropy

Evening Drinks Reception

Wednesday 25 November 2026

Delegate Breakfast & Networking

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

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

Morning Coffee & Networking Break

Selecting Investment Managers: Access, Due Diligence & Alignment

Family Office & Private Markets Technology: AI, Data & Investment Infrastructure

UK Infrastructure & National Resilience: Mobilising Long-Term Capital

Direct Investing in UK Innovation: Scale-Ups, Venture & Co-Investment

Networking Lunch

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

Protecting Family Capital: Cyber Risk, Fraud & Operational Resilience

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

Private Credit Under Pressure: Underwriting, Risk & Relative Value

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

Afternoon Tea, Coffee & Networking

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

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

Evening Drinks Reception

Two Days of Private Capital Discussion

Programme Built Around Capital Decisions

Discussion Before Promotion

Educational Discussion

Practitioner Perspectives

Private Roundtables

Long-Term Thinking

Join the Discussion in Oxford