Luisa Dufrene

Private Client Associate


Luisa joined as a Private Client Associate in 2022. She has interned and assisted as a paraplanner since 2018. Luisa specialises in providing wealth and health protection for international clients. She also has an interest in planning for the inheritance of art.

Luisa was awarded a MSc Visual, Material and Museum Anthropology with Distinction from St Edmund Hall Oxford (2022) and a BSc Anthropology with First-Class Honours from University College London (2021). She is currently completing a Diploma in Regulated Financial Planning (DipPFS).

Luisa has a range of work experience in finance and creative roles across private and charity sectors. Luisa was born in Cambridge, United Kingdom and is a dual US-UK citizen.