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.

Adviser Profile

Serena is a Partner and Wealth Manager at LGT Wealth Management. She specialises in providing wealth management and investment advice over a broad range of asset classes to High Net Worth and Ultra High Net Worth clients, in particular entrepreneurs and families.

Serena has over 25 years of experience working in finance, including wealth management at Barclays, M&A at Citigroup and she is also a chartered accountant having qualified at Deloitte.  Serena co-founded, raised VC funding for and ran a tech e-business during the dot-com years and appreciates the hard work and journey entrepreneurs face.  She finds her M&A and entrepreneurial experience well suited to helping clients navigate the process of determining if and when to exit their business. 

Serena offers a transparent and highly personalised approach to wealth management and works closely with trusted professionals (including legal, financial and corporate finance) to provide clients with rounded advice when required. 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 aligned investment strategy, Serena often 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 was awarded Private Banker of the Year (Bronze) by clients and peers for the Magic Circle Awards 2020 and was awarded the Leaderslist 5-star client rating achievement by clients. Serena was also recognised in the Top 50 Wealth Management Advisers 2020 by Leaderslist and was a finalist in the 2019 Wealth Manager of the Year Awards (Women in Finance).  Serena was shortlisted for Private Banker of the Year 2022 by the Magic Circle Awards.

Serena is a Fellow of the Chartered Institute for Securities & Investments (CISI) and holds the Private Client Investment Advice and Management Certificate. She is a Fellow of the ICAEW, has an MBA from INSEAD and a first-class degree in Accounting from Exeter University. 

 Outside of work, she enjoys yoga, running, tennis and spending time with her family.

Rank: Recommended

Recommended 2022, HNW Wealth Managers

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