Serena Doshi
Partner and Wealth Manager, LGT Wealth Management
Location: London,
England,
Expertise: Investment Management,
Latest Review
Peer review:
Serena is quite simply one of the best in her field. What sets her apart is the fact that she truly champions her clients and will always go above and beyond for them.
Emilie Helm - MBS Family Law
13 Nov 2023
Profile
Contact
Reviews
Peer review:
Serena is quite simply one of the best in her field. What sets her apart is the fact that she truly champions her clients and will always go above and beyond for them.
Emilie Helm - MBS Family Law
13 Nov 2023
Peer review:
An expert in her field and highly personable. Serena is everyone's go to in Wealth Management!
Charlotte Tregunna - Peters & Peters
16 Oct 2023
Private Client review:
Serena is the best in business. Serena always gives my clients the best advice and is super personal which is exactly the type of service my clients seek. Serena goes above and beyond other advisors and I would highly recommend her services. Thanks Matt S
Matt Seldon - BBi Insurance
16 Oct 2023
Peer review:
Serena has great interpersonal skills.
Charlotte Eva - Dixon Wilson
16 Oct 2023
Institutional Client review:
I would not hesitate to recommend Serena to my clients. She is responsive, helpful and very knowledgeable. What sets her apart is her personal approach - she genuinely cares about her clients and makes sure she understands their particular needs.
Lucy Woodward - Saffery Champness LLP
16 Oct 2023
Peer review:
Serena is fantastic with clients and not only gives holistic and reasoned advice but advice that is bespoke to the clients situation and takes into account the individuality of the situation and personal need. She is well versed in explaining complex matters in an easy to understand manner. I never hesitate to recommend Serena and she is a credit to the profession
Natalie Eleanor payne - Morr & Co LLP
15 Oct 2023
Private Client review:
Serena has been such a tremendous person! I met her just over over a year ago, and I was very keen for her to manage my finances. She has done a fantastic job. Serena makes it her concern to address any issues I have with professional alacrity and she has been giving me solid advice that looks to the long term in planning for my retirement. I feel that she is kind, caring, and professional in all that she takes on.
Johanna Louise Wallis - Retired
07 Oct 2023
Private Client review:
Serena is a pleasure to deal with and makes you feel valued as a client. She is responsive, a good listener and prepared to push the boat out when needed.
Julian Roskill - Private client
28 Sep 2023
Peer review:
Warm, supportive and knowledgeable expert.
Kim Lansdown - Mishcon de Reya
26 Sep 2023
Private Client review:
Serena has been a model financial advisor for my wife and I. Never pushy, always explaining clearly, patient and ready to step in an help us with whatever comes our way from acquiring a large property in France to regular investment updates. She is very professional and can even put my wife at ease when discussing finance!
Pablo Ettinger - Talentbanq
26 Sep 2023
Private Client review:
Very proactive, knowledgable and overall a fantastic advisor.
Bernhard N - T Holding
26 Sep 2023
Private Client review:
Serena is a very careful and considered advisor.
Raquel Peterson - Prime Global
26 Sep 2023
Peer review:
Serena is incredibly personable and diligent in the care of her clients. She is always punctual in her response and makes time to answer any queries. She takes great pride and care in the management of her clients affairs. I never hesitate to refer my clients to Serena. She is a credit to the profession.
Natalie Payne - Mackrell. Solicitors
14 May 2020
Institutional Client review:
Serena is an amazing Investment Manager and very knowledgeable.
Natalie Pavelin - Paul Robinson Solicitors
27 Feb 2020
Private Client review:
Serena adds a wonderful personal touch to the great service that LGT Vestra provide to our family. The financial advice we have received has been of the highest quality and Serena delivers this to us in a friendly and professional way. Would highly recommend her.
Aman Sood - ANNKS Estate Limited
07 Feb 2020
Private Client review:
Serena is extremely professional and knowledgable. She explain in details the options and she is never pushy. Always courteous and kind.
Monica Bortolin-Cossa - MBC Diamonds Limited
03 Feb 2020
Private Client review:
Serena has provided my husband and I with thoughtful, detailed, comprehensive and proactive financial advice. She is a pleasure to work with.
Raquel Simpson - Prime Global
03 Feb 2020
Peer review:
Outstanding and professional service
David Forbes - Savills
01 Feb 2020
Private Client review:
Serena was the perfect Investment Manager as she spent many months getting to know us and building our confidence in her and her business. She was always 100% professional and attentive when required but never pushy and when we finally gave her our business she and her colleagues out performed.
Pablo Ettinger - Ettinger of London/Caffe Nero/Talentbanq/Physio for All etc.
31 Jan 2020
Private Client review:
I've been dealing with Serena for almost two years. A very professional approach, always at hand to simplify and explain things in detail. Very dedicated and enthusiastic person.
ANOOP SOOD - SOOD CHEMISTS LTD
31 Jan 2020
Private Client review:
Serena has always been very sensitive to my situation & needs .. always giving me the best investment advice & assurance. Serena is also very dedicated to our personal relationship, ensuring that she is available to attend to any queries and arranging meetings instead of just over the phone advice!
Serena is unique in her professional & very personable approach.
Serena is unique in her professional & very personable approach.
Abigail Essex - Idolum Design
30 Jan 2020
Private Client review:
Serena has been amazing, She quickly had a complete grasp of our personal circumstances and financial requirements and supports us at every opportunity. It's been a real pleasure to work with Serena over the last three years.
Graeme Peterson - Prime Global
30 Jan 2020
Private Client review:
Impressive client contact and openness.
Andrew Douglas Fyfe Lewis - Mr
30 Jan 2020
Institutional Client review:
Serena Doshi has provided our firm with a first class service in 2019. She works hard to manage the client relationship, particularly before and after quarterly meetings. No request is too much trouble for her to follow up on. She understands our risk profile and is creative in coming up with investment solutions that fulfil our needs. I would wholeheartedly recommend her to business associates and friends.
Vanessa Donegan - Reliance Group
30 Jan 2020
Private Client review:
Serena has been looking after my investments for a few years now. She has been in giving and seeking the right advice when required. She has also provided solutions and introduced me to professionals who could be of assistance.
On a personal level she has been really nice to engage with. I am really pleased to have jumped ship to be her client a few years back!
On a personal level she has been really nice to engage with. I am really pleased to have jumped ship to be her client a few years back!
Dominic Granter - Chart Strategies Ltd
30 Jan 2020
Peer review:
Citywealth recommended
a s - x
16 Dec 2019
Case Studies
Wealth management and financial planning work with intermediaries
Doshi, a wealth manager, works with trusted professionals (legal, financial, corporate finance) in other industries to provide clients with rounded advice when required and offers tailored and unbiased solution for each client. Awarded Private Banker of the Year (Bronze) by clients and peers for the Magic Circle Awards 2020 and received the Leaderslist 5-star client rating.
LGT Wealth Management is based in the City in London, established in 2008 and one of the fastest growing investment managers in the UK. LGT Wealth Management offer a transparent, highly personalised approach to wealth management for clients which could include discretionary & advisory investment management, financial planning (generational planning, tax efficient structuring, pensions, trusts, ISAs,) and lending – portfolio loans and mortgages.
Articles
Awards
2020 Powerwomen Awards
Leaders List ***** Client Rating Award (Investment Management)
Commendations
Top 50 Wealth Management Advisors 2020