SW

Sophie Wilson

Head Of Investment Insights & Reporting at St. James’s Place Wealth Management

Sophie Wilson, CQF, has extensive experience in investment analysis and reporting, currently serving as Head of Investment Insights & Reporting at St. James’s Place since August 2019, following roles as Senior and Investment Quantitative Analyst. Prior to this, Sophie worked as an Investment Analyst at St. James’s Place Wealth Management, where responsibilities included generating monthly data reports and fulfilling requests from management and clients, contributing to a comprehensive understanding of SJP funds. Earlier experience includes administrative work at Wilson Veterinary Group and private tutoring in mathematics. Academically, Sophie holds an MSc in Artificial Intelligence and a BSc (Hons) in Mathematics from the University of Bath, complemented by a solid foundation at Durham High School for Girls.

Links