Serena joined LGT from Barclays Wealth, where she provided wealth management and investment advice to High Net Worth clients. Serena has over 20 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 was awarded the Five Star Client Rating 2020 Award from Citywealth and is currently shortlisted as Private Banker of the Year for the Magic Circle Awards 2020. Serena was a finalist in the 2019 Wealth Manager of the Year Awards (Women in Finance).
