Position

Partner

Index

HNW Wealth Managers

Location

London

Advice type

Business succession planning

Financial planning

Investment strategy

Succession planning

Wealth management

Client Types

Business owners

Entrepreneurs

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Adviser

Serena Doshi

Spear’s Review

Seasoned wealth manager and chartered accountant, Serena Doshi is a partner at LGT Wealth Management. She has worked across a range of financial sectors and earned her stripes in roles at Schroders and Deloitte.

Doshi aims to establish and deepen relationships with entrepreneurial clients. She manages an array of relationships with founders and executives as well as UHNWs and their families, building on her experience of having founded, run and raised VC funding for a tech business during the dot-com era. This allows her to relate closely to entrepreneurs embarking on their own journeys.

Doshi is a chartered fellow of the Chartered Institute for Securities & Investment.

Adviser Profile

Serena is a Partner and Wealth Manager at LGT Wealth Management. She specialises in providing wealth management and investment advice to high-net-worth and ultra-high-net-worth clients, in particular entrepreneurs and families.

Serena has over 25 years of financial services experience, including at Barclays, Citigroup and Deloitte. Serena also cofounded and ran a tech e-business during the dot-com years, so appreciates the hard work entrepreneurs face. With M&A and entrepreneurial experience, she is well suited to helping clients navigate the process of determining if and when to exit their business.

Working closely with trusted professionals (including legal, financial and corporate finance), she provides clients with rounded advice. She is focused on offering a tailored and unbiased solution for each client designed around their best interests. Trust and long-term relationships are important to Serena. It is the holistic care she provides to clients that differentiates her service.

As well as helping families develop a long-term financial plan and investment strategy, Serena helps with navigating the more challenging aspects of inter-family dynamics of succession planning and wealth transfer. Serena is passionate about helping clients to understand their finances and works closely with the next generation to support and build their knowledge. 

Serena has been awarded numerous accolades for her work in private client advisory, including a shortlisting for Private Banker of the Year 2022 by the Magic Circle Awards, Spear’s, Leaderslist and the Women in Finance Awards. Serena is a Fellow of CISI, the ICAEW and holds the Private Client Investment Advice and Management Certificate. She has an MBA from INSEAD and a first-class degree in Accounting from Exeter University. Outside of work, she enjoys yoga, tennis and spending time with family.

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

Phone

02032078469

Address

LGT Wealth Management, 14 Cornhill, London, EC3V 3NR

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