Company

DURA Private

Index

Wealth Managers

Location

London

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Lottie Leefe

Lottie Leefe is a qualified wealth planner with over seven years of wealth management experience working with UHNW/HNW individuals, as well as next-gen wealth.

She assists with their global assets and investments including art, real estate, wine, luxury goods and philanthropy. She has gained extensive experience within both international and boutique family office environment, building a strong 'little black book' of the best in the industry.

She has successfully presented finance and investment to a wider and non-traditional audience through her work with the Dura Society, which she set up in 2016.

Leefe, who previously held roles at Cazenove Capital and Strutt & Parker, says: 'We have access to the best in the industry, including those in tax, accounting, legal, real-estate, non-dom planning, philanthropy, private equity and more.’

In 2021 Leefe set up Dura Private, an independent consultancy providing impartial guidance to individuals on their wealth and finances during separation or divorce.

Rank: Recommended

Recommended 2022, Family Office Services

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