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Global Advisory

Partner d’eccellenza per la consulenza finanziaria alle imprese M&A e Capital Markets (Solo in inglese)

Wealth Management

Una prospettiva a lungo termine per aiutare i clienti privati ​​a preservare e accrescere il proprio patrimonio

Asset Management

Soluzioni e servizi di investimento globali per clienti istituzionali, intermediari finanziari e consulenti finanziari indipendenti (Solo in inglese)

Five Arrows

La nostra piattaforma specializzata nella gestione di fondi di Private Equity e Private Debt (Solo in inglese)

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

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Joanna Livesey

Client Adviser

Headshot of Jo Livesey

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.

Read more from Joanna

Building wealth one pot at a time

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.