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Articles by Luisa
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Permanent Life Insurance: The Lowest Risk Asset Class?
Permanent Life Insurance: The Lowest Risk Asset Class?
Affluent clients seek to not only preserve but enhance their wealth. Permanent life insurance, held in trust, is a…
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Your New Year Resolution: Financial Wellness
Your New Year Resolution: Financial Wellness
A few weeks into the New Year, we can see our clients committing to their physical, mental and financial wellness. We…
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New Year, New Estate Plan: Your Checklist for 2024
New Year, New Estate Plan: Your Checklist for 2024
It's crucial to reassess and update our financial goals as we embark on a new year. One often overlooked aspect is…
Activity
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After 6 weeks of searching, reviewing over 300 applications, and a mountain of paperwork, we’re excited to officially welcome Jasmine Murphy to the…
After 6 weeks of searching, reviewing over 300 applications, and a mountain of paperwork, we’re excited to officially welcome Jasmine Murphy to the…
Liked by Luisa D.
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The US Open served up some serious heat last week. I had the opportunity to spend a day with Roger Federer, some of our UBS clients and my UBS…
The US Open served up some serious heat last week. I had the opportunity to spend a day with Roger Federer, some of our UBS clients and my UBS…
Liked by Luisa D.
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A STEP New York audience is a distinguished one indeed, and so I'm very fortunate to get to speak to them on this topic and at a time of huge change…
A STEP New York audience is a distinguished one indeed, and so I'm very fortunate to get to speak to them on this topic and at a time of huge change…
Liked by Luisa D.
Experience
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Education
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University of Oxford
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Activities and Societies: Marketing Vice President for St Edmund Hall Ball Comittee (2021-2022), Marketing & Events for The Isis Magazine (2021)
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Activities and Societies: Life Drawing Manager (2020) for Art Society (2018-2021), Dance Society (2018-2020)
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Licenses & Certifications
Volunteer Experience
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Collection Digitiser
The Ashmolean Museum
- 9 months
Arts and Culture
Scanning, filing and organising prints at The Ashmolean Museum's Revd Frederick Hope collection (1850)
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Life Drawing Manager
UCL Art Society
- 7 months
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Copyeditor
The Anthropolitan Magazine, University College London
- 1 year 8 months
Education
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Editor
Cambourne Crier Newspaper, Cambridge
- 7 months
Arts and Culture
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More activity by Luisa
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If Carlsberg did financial services firms... Best weekend ever in Ibiza with some Sedulo team members and many of our fantastic Private…
If Carlsberg did financial services firms... Best weekend ever in Ibiza with some Sedulo team members and many of our fantastic Private…
Liked by Luisa D.
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We're still on cloud nine after yesterday’s incredible event! ☁️✨ We had the pleasure of hosting a delightful vision boarding afternoon in…
We're still on cloud nine after yesterday’s incredible event! ☁️✨ We had the pleasure of hosting a delightful vision boarding afternoon in…
Liked by Luisa D.
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“Athletes aren’t just brands—they’re businesses, and businesses face complex challenges.” This week in London, I hosted a panel diving into some of…
“Athletes aren’t just brands—they’re businesses, and businesses face complex challenges.” This week in London, I hosted a panel diving into some of…
Liked by Luisa D.
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I am really looking forward to this event next week!
I am really looking forward to this event next week!
Liked by Luisa D.
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I am delighted to have been quoted in the Sunday Times’ list of the top 20 secret villages to live in this weekend. It is fantastic to see Ebrington…
I am delighted to have been quoted in the Sunday Times’ list of the top 20 secret villages to live in this weekend. It is fantastic to see Ebrington…
Liked by Luisa D.
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Really enjoyed presenting at the American in Britain Expat Finance event yesterday. The room was packed full of US/UK individuals, many newly arrived…
Really enjoyed presenting at the American in Britain Expat Finance event yesterday. The room was packed full of US/UK individuals, many newly arrived…
Liked by Luisa D.
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