Joanna Livesey

Spear’s Review

‘We run our portfolios with wealth preservation front of mind,’ said 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 to head the firm’s client team and ensure that the service and advisory capabilities provided continue to exceed expectations. 'I want to do a good job for my clients,’ she said. ‘It’s not about following the market and making knee-jerk reactions. It’s about understanding our clients and the businesses they own.’