Client Adviser
Experience
Jo is a Client Adviser at Rothschild & Co Wealth Management and joined the team in 2021. Jo spent the first 17 years of her career at Citi, with the last 10 years as a Private Banker looking after UK-based UHNW families.
Education
Jo is a member of the Chartered Institute for Securities and Investments (CISI) and holds the Private Client Investment Advice and Management certificate. Jo graduated from Oxford University in 2004 with a degree in Engineering, Economics and Management.
Insights
Our wealth framework brings clarity and structure to personal finances by dividing wealth into distinct “pots,”. This approach helps individuals visualise their wealth in a more meaningful way, moving beyond abstract numbers to focus on real-life goals, such as lifestyle needs, long-term security, growth opportunities, and business interests.