Discover
What Matters
An Honest Approach
Our combined decades’ experience tells us that a simple, straightforward, and transparent approach works best. The merit and effectiveness of clear direction and control are immense. Together, they shape good judgement and confident decision-making. Most importantly, it empowers our clients.
Lifelong Connections and Relationships
Living Life to the Fullest
My Story
Meet Sophia Bhatti
Real-world insights gleaned from years in management positions at major financial institutions, including Barclays, HSBC, and Lloyds Private Bank, have been instrumental in refining her strategic, process-driven approach to investment tailored to each client’s unique preferences and priorities. Sophia also founded and served as Director of Wimbledon Wealth, a wealth management firm headquartered in London that provided bespoke wealth management advice to private and corporate clients.
My Story
Meet Sophia Bhatti
Real-world insights gleaned from years in management positions at major financial institutions, including Barclays, HSBC, and Lloyds Private Bank, have been instrumental in refining her strategic, process-driven approach to investment tailored to each client’s unique preferences and priorities. Sophia also founded and served as Director of Wimbledon Wealth, a wealth management firm headquartered in London that provided bespoke wealth management advice to private and corporate clients.
Meet My Team
Sanjay Dabur
Sanjay Dabur is a seasoned leader with extensive experience in senior management roles across large companies and startups. As the Founder of Sharaf DG Energy, he spearheaded financing for solar projects in the Middle East, with a focus on financial planning for both commercial and residential energy initiatives.
Daniel Lee
Jack Tupper
Jack is an experienced IT Specialist with a demonstrated history of working in Cyber Security.
He joined the Wimbledon Wealth team to provide specialist Cyber Security Solutions designed to protect financial data.
Anna Monica Lingat
Discover
Services Offered
01
Investment Strategies
02
Retirement Planning
03
Pension Consolidation
04
Insurance Planning
05
Alternative Investment Strategies
06
Cash Flow Modelling
Testimonials
Hear what our clients have to say about Wimbledon Wealth
Keith Sykes
British Section, Lycée International
Lee Johnston
Omère Longevity Institute
Phil Bedford
Asentiv Worldwide
Ashley Spittal
Regional Manager, Travel Retail EMEA & APAC
Shruti Brockett
Head of Risk - MEA at Clyde & Co | Risk Management
Parik Shah
Relationship Manager at Moody's
Jeffrey Avinu
Managing Director
Tom Lewis
Founder & CEO @ Metastat
Wouldn't work with anyone else for wealth management. Sophia and her team are the best in the business in Dubai offering very clear and concise advice with your personal situation and financial goals in mind. If you are looking for someone to help with financial planning Wimbledon Wealth is your place to go! 🙂
Dr. Anup
Specialist Plastic Surgeon
Cathal Gallagher
Coach & Head of Software Development @ AiFlux | Delivering Digital Transformation
Noura
Finance Business Partner| Corporate Finance | Investment & Strategy | Drive finance & Business performance into competitive advantages through vision and leadership
Anthony Ellis MRICS
Precinct Development | Infrastructure | Major Projects
Ross Gilmour
Dubai’s Original Physique Coach
Dr. Heike Lieb-Wilson
CEO & Founder | Senior Consultant (C-Suite) | Startup & Business Advisor | President of Rotary Club Eco Dubai
Insight
Wimbledon Wealth Report
Wimbledon Wealth, led by founder Sophia Bhatti, stands as an exemplar in the realm of wealth and asset management. With a suite of comprehensive services aimed at individual and corporate clients, the firm’s bespoke, process-driven approach to financial planning and investment has distinguished it as a leading authority in its industry.
A cornerstone of Wimbledon Wealth’s operational philosophy is transparency and simplicity. Stemming from decades of collective experience, the firm’s honest, straightforward approach not only clarifies the often esoteric concepts in the financial realm but also engenders client trust. The team at Wimbledon Wealth champions a set of core values—honesty, personal responsibility, transparency, reliability, respect, community, and cheerful rigour—that resonate in their high-quality counsel and unwavering responsiveness.
Let’s Get in Touch!
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