Director
UHNW Wealth Managers
London
Wealth management
Wealth planning
Wealth preservation
HNW
UHNW
UHNW families
Spear's Review
'We run our portfolios with wealth preservation front of mind,' says director and client adviser at Rothschild & Co, Joanna Livesey.
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 says. 'It's not about following the market and making knee-jerk reactions. It's about understanding our clients and the businesses they own.'
Rank: Top Recommended
Top Recommended 2024, UHNW Wealth Managers
Top Flight
Rothschild & Co
Power List
London
Top Flight 2023 Power List
Top Flight
Rothschild & Co
UHNW Wealth Managers
London
Top Flight 2023 UHNW Wealth Managers
Top Recommended
Rothschild & Co
UHNW Wealth Managers
Guernsey
Top Recommended 2023 UHNW Wealth Managers
Top Recommended
Rothschild & Co
UHNW Wealth Managers
London
Top Recommended 2023 UHNW Wealth Managers
Top Recommended
Rothschild & Co
HNW Wealth Managers
Guernsey
Top Recommended 2023 HNW Wealth Managers
Top Recommended
Rothschild & Co
UHNW Wealth Managers
Switzerland
Top Recommended 2023 UHNW Wealth Managers
Top Recommended
Rothschild & Co
UHNW Wealth Managers
Switzerland
Top Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
London
Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
London
Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
London
Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
London
Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
London
Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
London
Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
Manchester
Recommended 2023 UHNW Wealth Managers
Recommended
Rothschild & Co
UHNW Wealth Managers
London
Recommended 2023 UHNW Wealth Managers