UK Family Office Summit | Oxford

7-9 July 2026

The UK's foremost private forum for family office principals, institutional allocators and wealth owners — convened to connect buy-side private capital with UK urban innovation, real assets and sustainable investment opportunity. 

Deal flow exchange, co-investment discussions and peer-level capital deployment conversations between family office principals take place throughout the programme in informal, private settings. 

Across three days of structured keynotes, panel discussions, investment showcases and closed-door Chatham House roundtables, the Summit delivers a long-term picture of the opportunities, challenges and capital deployment decisions shaping urban innovation and sustainable real assets across the UK. 

Culminating in the Oxford College Formal Dinner & UK Urban Innovation and Sustainability Awards.

Single family office principals managing £200m or above are invited to apply for a complimentary place. 

Multi-family office principals managing £200m or above receive 50% off the standard rate. 

Contact office@privatemarkets-group.com to apply. 

7th July:  Pre-Summit 

Site tours (2.00pm–4.30pm) + Evening Reception (7.00pm–9.30pm) 

8th July:  Main Summit Day One 

Full Programme + UK Urban Innovation & Sustainability Awards + Oxford College Dinner (ends 10:30pm)

9th July: Main Summit Day Two 

Half day summit + Chatham House Roundtable Lunches

Main stage sessions — Filmed. May be shared with confirmed delegates and summit partners following the event. Speakers confirm consent upon registration.

Investment Showcases — Filmed and on the record. Consent confirmed upon registration.

Chatham House Roundtable Lunches — Not filmed. Not recorded. Not attributed under any circumstances. Participation by invitation only.

All times are UK local time. The venue will be disclosed exclusively to confirmed attendees. Session timings are indicative and may be subject to minor adjustment. 

2.00pm – 4.30pm 

Site Tours

Pre-Summit | Small-Group | Pre-Registration Required

Exclusive small-group visits to real assets across Oxfordshire — innovation districts, sustainable buildings, mixed-use development sites and infrastructure projects. 

Each visit is preceded by a structured brief from the asset owner or operator and followed by a facilitated debrief. 

Limited Availability | Transportation Provided

7.00pm–9.30pm 

Evening Reception 

Pre-Summit Networking

A relaxed private Oxford setting — and the first moment the full delegate group assembles. Family principals, institutional allocators, real estate developers, next-generation leaders, and academics from across 40 countries. No agenda. No lectern. The candid conversations that define the Oxford Summit begin here. 

8.15am - 9.15am 

Registration, Coffee & Networking 

9.20am 

Summit Opening & Welcome Remarks 

9.30am 

UK Real Assets — The Research View 

Opening Keynote

This keynote opens the summit with the authoritative research perspective on the UK real assets market — the data, the demand signals, the pricing dynamics, and the directional indicators across real estate, infrastructure, and urban development that will frame every session that follows. The evidential foundation on which every investment conversation at this summit is built. 

10.00am

Retail Parks | Capturing the Potential of a Resilient Sector  

Panel Discussion

This session examines the investment case for UK retail parks — the return drivers, the structural demand fundamentals, how the sector has been repriced, and where domestic and international private capital is finding conviction. A data-led examination of one of the most quietly resilient sectors in UK real assets. 

10.45am

Networking & Refreshment Break

11.15am

Logistics | Unlocking UK Logistics Value 

Panel Discussion

This session examines the current state of the UK logistics and industrial market — occupier demand, supply dynamics, rental growth, and where private capital is finding and losing conviction. A current assessment of one of the most actively discussed sectors in UK real estate investment.

11.45am

Lunch & Networking

1.15pm

Real Estate Debt | Financing Transitional Real Estate Projects 

Panel Discussion

This session examines the role of private real estate debt in financing the next generation of UK urban real assets. Topics include underwriting discipline across the capital stack — senior debt, mezzanine, and preferred equity — return expectations, covenant structures, and where private lenders are finding risk-adjusted returns across domestic and cross-border markets.

2.00pm

Transformative Real Estate | Where Capital Meets Community 

Panel Discussion

This session examines how private capital is driving urban regeneration — transforming underused land and neglected communities into places built with genuine long-term purpose. For family offices with a multi-generational outlook, regeneration offers a rare alignment: the ability to generate lasting economic value while fundamentally reshaping the places people live, work, and gather.

Participants explore the stewardship models, capital structures, and governance frameworks that allow private families to take on complex urban regeneration projects — thinking in decades rather than quarters, and leaving behind places worth inheriting.

Drawing on examples from Oxford and beyond, the discussion addresses how patient capital, applied with vision and responsibility, creates transformational places.

2.45pm

Networking & Refreshment Break

3.15pm

How Not To Lose Your Wealth | Risk, Fees and Portfolio Resilience 

Panel Discussion

This session examines the risks inside family office portfolios that are most frequently underestimated — concentration risk, misaligned fund structures, and fee arrangements in private equity and private credit that erode net returns. Topics include carried interest mechanics, management fee structures, co-investment governance, and the oversight frameworks that the most resilient family offices have built to protect long-term wealth.

4.00pm

Geopolitics & Disruption | Stress-Testing the Long-Duration Portfolio 

Panel Discussion 

This session examines how macro forces — inflation, interest rate cycles, geopolitical realignment, and technological disruption — are affecting real asset valuations, capital flows, and investment strategy. Participants discuss how sophisticated allocators are stress-testing their portfolios and positioning long-duration real asset holdings for a changed macro environment.

4.45pm

Private Capital | How Family Offices Can Participate in the Extraordinary Growth of the Oxford Cluster 

Panel Discussion

The session will explore what serious, structured private capital participation in this cluster looks like now and over the long term. 

5.15pm

Investment Showcase | Global Urban Innovation 

Presentation | On the Record

A live international investment opportunity presented directly to an audience of family offices, institutional allocators, and private capital investors — focused on urban transformation at scale, where private capital is the primary driver of change. 

The presentation will cover the investment thesis, city or district context, transformation strategy, capital structure, and return assumptions in full. Delegates are invited to question the presenter directly 

5.30pm – 7.00pm

Networking

7.00pm–8.00pm 

Pre-Dinner Drinks Reception

Drinks in a private Oxford setting 

8.00pm

Oxford College Formal Dinner

150 principals, allocators, developers, and operators in one of Oxford's most prestigious private venues. Curated seating designed to place global capital alongside local expertise.

9.30pm

The UK Urban Innovation & Sustainability Awards 2026

 Awards Ceremony | Presented by Private Markets Group Ltd 

The awards ceremony recognising outstanding achievement across urban innovation, private capital, and sustainability in the UK built environment — with winners announced across all five categories by the independent judging panel, followed by the after-dinner address. 

10.30pm

End Of Main Summit Day One 

8.15am - 8.40am 

Registration, Coffee & Networking 

8.40am - 9.10am 

Urban Innovation & Placemaking | Inward Investment in Oxfordshire's Science & Technology Ecosystem 

This panel explores how community infrastructure, design quality, and ecosystem thinking are driving occupier demand, anchoring talent, and delivering durable returns — with direct implications for the family offices, allocators, developers, and occupiers shaping the region's next chapter. 

9.10am 

Public vs Private | UK REITs, Science Parks and the Illiquidity Premium

Panel Discussion

This session examines the direct comparison between REITs and private market vehicles across UK science parks and innovation property — interrogating where the illiquidity premium is genuinely earned, how listed and unlisted structures compare on a net-of-fee and total return basis, and what private ownership actually delivers in terms of control, stewardship, and long-term value creation against the liquidity, transparency, and accessibility that listed structures provide.

The panel will also address how sustainability credentials, ESG reporting standards, and long-term stewardship of innovation assets differ between listed and private structures — and what that means for family offices with formal ESG mandates investing in the UK's science and technology ecosystem.

10.00am

Gold and Precious Metals | Wealth Preservation, Diversification and Responsible Returns 

Panel Discussion

This session brings together the foremost voices in precious metals investment to make the evidence-based case for gold and precious metals as a permanent, structural allocation within a sustainable real assets strategy — delivering long-term wealth preservation, portfolio diversification, and uncorrelated returns. 

The panel will share proprietary retail market insights and data on current and forward-looking price trends across gold, silver, and platinum, how gold investment behaviour is shifting among investors across the UK and globally, and the compelling tax efficiency of UK legal-tender bullion coins including the complete Capital Gains Tax and VAT exemption available to UK investors.

Speakers will also examine how the accelerating shift toward ESG-aligned investment is driving demand for responsibly sourced and sustainably produced gold — and what that means for family offices across the UK, Europe, and global markets who require their precious metals allocation to meet the same rigorous standards they apply across the rest of their portfolio.

10.45am

Networking & Refreshment Break

11.05am

Natural Capital & Sustainable Infrastructure | Where Patient Capital Meets the Real Economy 

Panel Discussion

This session examines the investment case for natural capital and sustainable infrastructure — forestry, biodiversity net gain, renewable energy, and nature-based solutions — as permanent, structural allocations within a long-duration real assets strategy, delivering inflation-linked returns, portfolio diversification, and measurable environmental outcomes for family offices with a multi-generational outlook.

The panel will address where the long-duration investment case is strongest for patient family capital in the UK, how regulatory frameworks are creating structured, bankable revenue streams across natural capital markets, and where the convergence of clean energy, water, and nature-based solutions is defining the next generation of sustainable infrastructure — drawing on regional perspectives from across Europe and global markets.

11.50am

Building With Purpose | Impact, Philanthropy and the Case for Innovation Property 

Panel Discussion

This session explores the growing conviction among family offices that long-term, mission-driven investment in innovation property and STEM education can deliver both durable social and economic impact and strong financial returns — and what that looks like in practice.

Panellists draw on research and direct experience to examine how philanthropically motivated family capital is being deployed across innovation property, what mission-driven ownership genuinely delivers for science and technology start-ups and SMEs, and how the most purposeful long-term investors are structuring positions that meet both philanthropic and economic objectives. 

The session also addresses what a credible impact thesis looks like in innovation property — and why patient, purpose-driven family capital is increasingly well-placed to own it.

12.30pm – 2.00pm 

Chatham House Roundtable Lunches

Closed-Door | Unattributed | Peer-Level | Sponsor-Facilitated | Pre-Registration Required

Lunch is served throughout. All three roundtables run simultaneously. Delegates are pre-assigned to one roundtable based on seniority, relevance, and balance of perspectives indicated at registration. Final allocation is determined by the organising team. Each roundtable is facilitated by a specialist sponsor whose expertise is central to the conversation. Strictly limited numbers per room. 

Roundtable 01 

Fund Structuring, Administration & Operational Excellence 

Building the Infrastructure Behind the Institutional-Grade Family Office 

This roundtable examines the fund administration, operational governance, and reporting infrastructure that sophisticated family offices need to operate at institutional standard — entity structures, fund domiciliation, regulatory compliance, investor reporting frameworks, and the operational due diligence requirements that institutional co-investors increasingly impose.

Roundtable 02

Asset & Transaction Management 

Protecting and Growing Value Across the Full Ownership Cycle

This roundtable examines the active management disciplines that determine whether real assets perform as underwritten — from acquisition due diligence and transaction structuring through to asset management, lease strategy, capex planning, and exit execution.  

Roundtable 03

Tax, Legal & Wealth Structuring

UK & Multi-Jurisdictional Planning | UHNWI Advice

A strictly private, unattributed forum for ultra-high-net-worth principals and their advisers to address the reporting burdens, compliance obligations, and tax residency complexities facing internationally mobile families today.

Topics include non-domicile reform and its practical implications, multi-jurisdictional residency and HMRC reporting requirements, cross-border estate and succession planning, inheritance tax exposure, and the trust and wealth structuring frameworks that protect multi-generational family capital across jurisdictions.

1.30pm

End Of Main Summit Day Two

Bridget Kustin, PhD 

Director of Ownership Project 2.0: Private Capital Owners & Impact

Saïd Business School, University of Oxford

Chris Kimber-Nickelson

Development Director (South) 

Federated Hermes MEPC

Nicki Campling  

Director of Innovation & Operations

The Oxford Trust 

Sue Foxley 

Research Director 

Bidwells 

Lewis Rapley 

Logistics Research Associate

Savills 

Victoria Collett 

Development Director

Thomas White Oxford (TWO)

David Mott

Founder Partner

Oxford Capital 

Sebastian Johnson

Director of Ecosystems

Harwell Science and Innovation Campus & ARC | Advanced Research Clusters

Matt Lucas 

Eagle Labs, Ecosystem Manager, Innovation Banking

Barclays UK 

Additional speakers confirmed on a rolling basis. Full biographies available at registration. 

Presented by Private Markets Group Ltd

Oxford College Formal Dinner 

8 July 2026: 7pm - 10.30pm

The UK Urban Innovation & Sustainability Awards 2026 recognise outstanding achievement across urban innovation, private capital, and sustainability in the UK built environment. These are not participation awards. 

They are the most rigorous recognition available in this space — judged by an independent panel of senior academics, practitioners, and institutional allocators against published criteria, with the reasoning behind every winning decision published in a post-event awards report distributed to all delegates and summit partners.

 Nominations are now open. 

Categories, criteria, and the composition of the independent judging panel are published at the same time nominations open — so every nominee and nominator understands what the judges are looking for before submitting. 

The shortlist of three nominees per category is announced to delegates in advance.

Winners are announced at the Oxford College Formal Dinner.

01.  Sustainable Investment of the Year

Recognising a single UK investment transaction, project, or deployment of private capital that has most effectively demonstrated environmental stewardship, social value, and responsible governance alongside financial performance — judged on the quality and integrity of one investment decision. 

Open to any investor, developer, or operator. Nomination requires a written case of no more than 500 words covering the investment rationale, sustainability credentials, community impact, and governance framework of the specific transaction being nominated.

02. Public Private Partnership of the Year

Recognising the collaboration between private capital and public bodies that has most effectively delivered urban innovation, sustainable infrastructure, or community value in the UK — demonstrating that patient private capital and public sector ambition produce outcomes neither achieves alone. 

Open to any partnership involving private capital and a UK public body, development agency, or local authority. Nomination requires a written case covering partnership structure, capital deployment, community outcomes, and evidence of long-term sustainability commitment.

03.  City or Project of the Future Award 

Recognising a UK city, town, urban district — or a specific landmark development or infrastructure project within one — that most effectively integrates urban innovation, private capital, and sustainability in the built environment.

This award acknowledges transformation at two interconnected levels:

• The strategic level — where cities and districts create planning frameworks, governance structures, and capital partnerships that attract disciplined long-duration investment.

• The project level — where a specific development, regeneration scheme, mixed-use district, or infrastructure asset embodies those principles in physical form.

Eligible nominations may therefore include:

A city, town, or district demonstrating sustained success in attracting private capital while embedding environmental and social resilience into planning and delivery.

A landmark development, regeneration programme, or infrastructure project that exemplifies investment discipline, sustainable design, governance strength, and measurable community value.

Open to local authorities, development agencies, private developers, infrastructure operators, and joint public–private initiatives operating within the United Kingdom

04. Family Office of the Year — Urban Innovation and Sustainable Capital

Recognising the family office that has most effectively built and governed a long-duration investment strategy across urban innovation and sustainable assets — demonstrating the allocation discipline, governance frameworks, community impact, and multi-generational thinking that defines what patient family office capital uniquely contributes to the built environment. 

Open to single family offices and multi-family offices. Judged on three criteria: investment strategy and philosophy; governance and decision-making framework; and evidence of multi-generational commitment. 

Financial performance data is not required and will not be requested. The award recognises the quality of thinking, the rigour of governance, and the authenticity of the sustainability commitment.

05. Next Generation Leader

Recognising an emerging leader — under 40 at the time of nomination — who is actively shaping the future of urban innovation, private capital, and sustainability in the UK built environment. 

Open to UK-based leaders and to international next-generation principals who are actively investing in, developing, or advising on UK urban innovation and sustainable assets. Judged on the originality and quality of their contribution, the rigour of their thinking, and the credibility of their track record relative to their stage of career. Nomination may be made by the candidate or by a senior principal, academic, or industry leader who can speak directly to the nominee's contribution and potential.

Nomination Guidance

All categories except Next Generation Leader are open to self-nomination. Nominations are submitted through the dedicated online portal with a written case of no more than 500 words. The judging panel reviews all nominations, agrees a shortlist of three per category, and announces the shortlist to delegates on the morning of 8 July. Winners are announced at the Oxford College Formal Dinner. The judging panel's reasoning for each winner is published in a post-event awards report distributed to all delegates and summit partners.

Independence Policy

No commercial partner of the summit may win a category in which they have a direct financial relationship with the organiser without independent verification by the judging panel that the nomination merits the award on its own terms. All judges declare conflicts of interest before the shortlisting process and are recused from any category where a conflict exists. This policy is published openly alongside the nomination criteria.