Index

HNW Wealth Managers

Location

London

Advice type

Wealth management

Client Types

HNW

Sector Focus

Wealth Management & Private Banking

Customer Type

Adviser

Serena Doshi

Spear's Review

A seasoned wealth manager with 20 years’ experience to her name, 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. Continuing the theme of entrepreneurs and entrepreneurship, she builds 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 CISI.

Rank: Recommended

Recommended 2022, HNW Wealth Managers

Share on