Kathy Whatmough

Investment Consultant

Kathy began her career at Arthur Andersen before becoming a Senior Manager in Deloitte’s private client business, and later moving into investment and pension consultancy at Rice Whatmough Crozier.

Following the acquisition of Rice Whatmough Crozier in 2021, Kathy focused increasingly on investment consultancy before eventually joining the Method team. Today, she supports our family office clients, trustees and charities with investment oversight and advice.

Her work includes investment manager selection and tender exercises, portfolio oversight and reviewing investment arrangements for private clients, large family groups, trusts and private investment structures.

Her background across private client work, including tax, pensions and investments suits the way Method works. Kathy is comfortable getting into the detail, understanding how managers and portfolios fit into the wider picture and helping clients make informed investment decisions.

A key part of her role is providing independent challenge and oversight, particularly for clients with substantial or complex investment arrangements, while working alongside trustees and other professional advisers

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