Company
Position
Director
Index
UHNW Wealth Managers
Location
London
Advice type
Wealth management
Wealth planning
Wealth preservation
Discretionary Portfolios
Diversification of assets
Investment management
Client type
HNW
UHNW
UHNW families
Billionaires
International UHNWs
Business owners
Sector Focus
Financial Services
Wealth Management & Private Banking
Joanna Livesey
Spear’s Review
‘We run our portfolios with wealth preservation front of mind,’ says Joanna Livesey, a director and client adviser at Rothschild & Co.
Now a prominent name in the field of wealth management, Livesey started her career at Citi as a credit risk analyst, where she was responsible for examining large bank loan requests and assessing the potential for risk.
At Rothschild & Co, Livesey combines her expertise in risk assessment with her experience in working with UHNW private clients – including entrepreneurs and family enterprises – to ensure that the service and advice they receive continue to exceed expectations. ‘I want to do a good job for my clients,’ she says. ‘It’s not about following the market and making knee-jerk reactions. It’s about understanding our clients and the businesses they own.’
Recommended 2025, UHNW Wealth Managers