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.’