AYU presents

The Investment Technology Forum

The elite partners you need for your fund or family office

DateTue 17 November 2026
Time09:30 to 17:30
VenueThe Montcalm, Mayfair
Funds & family officesFree to attend
Leading forum sponsors
About the forum

Shaped by our members

AYU members regularly ask us which service providers they should be working with. The forum is our answer: one day bringing together the leading technology and solution providers for alternative funds, private markets and digital assets.

It is also a rare chance for funds and family offices to compare notes. Family offices can see how institutional managers build their operations, reporting and risk frameworks. Funds hear directly from family offices about what they expect from the managers they back. Both leave knowing which partners their peers rely on, and why.

Explore the marketplace, join the panels and meet the people building the infrastructure behind private capital.

Funds

From emerging managers to multi-billion industry leaders

Managers across hedge, private equity, venture capital, real estate, credit, digital assets and infrastructure.

Family offices

$50m minimum to over $100bn

Single and multi family offices representing a wide range of asset holdings, verified through our Approved Family Office programme. Verified family offices get access to the Family Office Lounge.

New for 2026

The Family Office Lounge

Powered by Canoe Intelligence and Bron

A dedicated space at the Forum, open to all verified family offices and AYU Capital members attending.

  • Private roundtables
  • Curated connection opportunities
  • A dedicated base away from the marketplace floor
Register for the lounge
Programme

Agenda

The marketplace is open all day, running alongside the panel programme.

Timings and speakers to be confirmed
  1. Registration, coffee & marketplace opens
    Networking
  2. Welcome from AYU
    Gus Morison, Founder & CEO
    Welcome
  3. What Allocators Want: Reporting, Transparency and the Investor Experience
    Speakers to be announced
    Panel
  4. Build, Buy or Outsource: Designing the Modern Operating Model
    Speakers to be announced
    Panel
  5. Navigating AI Fatigue: Identifying Value in the Volume
    Speakers to be announced
    Panel
  6. Lunch
    Networking
  7. The Family Office as a Target: Cyber, Fraud and Reputational Risk
    Speakers to be announced
    Panel
  8. Tokenisation and Digital Assets: The Operational Reality
    Speakers to be announced
    Panel
  9. Hiring Your Partners: How Funds and Family Offices Select, Vet and Replace Service Providers
    Speakers to be announced
    Panel
  10. Closing drinks
    Networking
  11. Close
The marketplace

Who's exhibiting

Service providers from across the investment management spectrum, exhibiting and presenting throughout the day.

Finance, Accounting & Administration
  • Fund formation, securities & tax attorneys
  • Compliance and AML/KYC specialists
  • Fund administrators & NAV providers
  • Audit, tax & valuation firms
  • Transfer agents & custodians
  • Jurisdictions
Banking
  • Private & commercial banks
  • Prime brokers
  • FX brokers
  • Cash management & escrow
Investment Operations & Research
  • Investment consultants
  • Operational & investment due diligence
  • Market data & research platforms
  • ESG reporting
  • Portfolio analytics & risk
Technology & Cybersecurity
  • IT infrastructure & cloud hosting
  • Cybersecurity firms
  • Data rooms
  • Portfolio management & CRM systems
  • OMS / EMS trading platforms
  • Data integration
Governance & Fiduciary
  • Independent directors & trustees
  • Corporate secretarial
  • Entity formation & registered agents
  • Board advisory
Human Resources
  • Executive search
  • Compensation benchmarking
  • Payroll & benefits
Insurance & Risk
  • Fiduciary liability
  • Cyber insurance
  • Key person cover
  • General liability & property
Real Estate & Physical Assets
  • Property managers & appraisers
  • Real estate attorneys
  • Art, aircraft & yacht specialists
  • Tokenisation
Family Office Services
  • Multi family offices
  • Trust & estate administration
  • Philanthropy advisors
  • Concierge & security
  • Family governance & education
Digital Assets
  • Custodians, exchanges & prime brokers
  • Lending & borrowing
  • Analytics, data & risk
  • Fund admin, compliance & security
Marketing, Capital Raising & IR
  • IR consultants
  • PR & communications
  • Branding & web development
  • Capital introduction
Outsourcing
  • Outsourced CFO & COO
  • Outsourced trading desks
  • Document processing & data entry
Attend or exhibit

Register your place

Attendance is free for all regulated funds and family offices.

AYU members

Free

Register directly through your AYU account.

Log in to register →

Non-member funds

Free

Register by uploading your fund deck to Cupid.

Upload to Cupid →

Non-member family offices

Free

Get in touch to register. Verification via our Approved Family Office programme is required, and includes access to the Family Office Lounge.

fo@thisisayu.com →

Service providers

Exhibit or attend

Ask about exhibition packages, or buy an attendance-only ticket below.

itf@thisisayu.com →
Service provider, attendance onlyPurchase online →
£1,500
Service Provider Portal membersContact sp@thisisayu.com
£1,000
With thanks to our sponsors Jersey Finance, Canoe Intelligence, Bron, Leela Partners, Addepar, Cornspring, Galactic Markets and Stuarts Humphries