Serena joined LGT from Barclays Wealth, where she provided wealth management and investment advice to High Net Worth and Ultra High Net Worth clients. Serena has over 25 years of successful professional expertise working across a range of financial sectors including corporate finance with Schroders and at Deloitte, where she began her career qualifying as a Chartered Accountant.
Serena has significant entrepreneurial experience, having created, managed, and raised financing for a top 100 e-Business. 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. Serena has received consistent industry recognition within the private wealth industry. She is currently shortlisted for Citywealth’s Investment Manager of the Year 2026 and has been ranked by Spear’s as “Top Recommended” for High Net Worth Managers in 2025 and 2024, following “Recommended” rankings in 2023 and 2022. Her accolades also include being shortlisted for Spear’s HNW Manager of the Year 2022 and receiving the Private Banker of the Year Bronze Award at the Magic Circle Awards 2020, an honour voted for by clients and peers.
