Company

Rothschild & Co

Position

Director

Index

UHNW Wealth Managers

Client Types

UHNW families

HNW

UHNW

Joanna Livesey

Spear's Review

Director and client adviser at Rothschild & Co, Joanna Livesey is a prominent name in the field of wealth management. Starting her career at Citi as a credit risk analyst, Livesey was responsible for examining large bank loan requests and assessing the potential for risk. 

Her hands-on approach progressed her towards Citi's private banking office where she gained 15 years of experience in wealth management and worked with high net-worth families in addition to UHNWs with complex portfolios and investment structures. 

At Rothschild & Co, Livesey combines her expertise in risk assessment with her experience in working with HNW private clients to head the firm's client team and ensure that the service and advisory capabilities provided continue to exceed expectations.

Rank: Recommended

Recommended 2022, UHNW Wealth Managers

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