Sophia Bhatti “Building Financial Futures: How Wimbledon Wealth Management Firm Delivers Bespoke Strategies”

Sophia Bhatti As the Founder & CEO of Wimbledon Wealth, a bespoke wealth management firm, I help my clients achieve their financial goals and aspirations through tailored, strategic, and process-driven investment advice. With over 17 years of experience in the finance and investment industry, I have worked with major financial institutions, such as Barclays, HSBC, and Lloyds Private Bank, and established my own successful practice in London and Dubai.

I am also a Freelance Trainer at The London Institute of Banking & Finance MENA, where I share my knowledge and insights on financial planning, wealth management, and investment strategies with aspiring and established professionals. I am a Certified Chartered Wealth Manager, a Diploma holder in Financial Planning, and a postgraduate in Finance and Investment from Brunel University. I have received multiple industry recognitions and awards, including being featured as an Honoured Member by the International Society of Female Professionals and as a Qualified Financial Advisor by Which Financial Adviser UAE. I am passionate about giving back to my community and the world, and I serve as the Chapter Vice-President of BNI, a global networking organisation and a Board of Director for Rotary club Universe Dubai.

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