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Search Private Bankers & Investment Managers

Serena Doshi

Investment Manager

Specialism: Private Bankers & Investment Managers Investment Management

Company: LGT Vestra

Location: London, England

Citywealth rating

4.714285
Average: 4.7 (14 votes)
Fee Level:
4.42857
Average: 4.4 (14 votes)
Quality of Advice
4.714285
Average: 4.7 (14 votes)
Communications Skills
4.857145
Average: 4.9 (14 votes)
Interpersonal Skills
4.857145
Average: 4.9 (14 votes)
Leave a star rating & review
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Please make sure you fill in all the fields marked with an asterisk *

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.

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.

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

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.

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.

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.

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.

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!

30 Jan 2020

Peer review:

Citywealth recommended

16 Dec 2019

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

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2020  Powerwomen Awards

Leaders List ***** Client Rating Award (Investment Management)

Serena Doshi currently has no Citywealth award

Serena Doshi currently has not indicated their average client size

Serena Doshi currently has not indicated if they have a fixed fee offering

LGT Vestra

Serena Doshi currently has no contact details

Top 50 Wealth Management Advisors 2020

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.

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.

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

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.

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.

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.

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.

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!

30 Jan 2020

Peer review:

Citywealth recommended

16 Dec 2019

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com

Serena Doshi currently has no reviews

Serena Doshi currently has no case studies