Kathy Whatmough
Investment ConsultantKathy began her career with Arthur Andersen before spending eight years as a Senior Manager in Deloitte’s private client business. She then moved into investment and pension consultancy at Rice Whatmough Crozier which was acquired in 2021.
Her work includes investment manager selection and tender exercises, portfolio oversight and the review of investment arrangements for private clients, large family groups, trusts and private investment structures.
Her background across private client work, tax, pensions and investments suits the way Method works. Kathy is comfortable getting into the detail of investment arrangements, understanding how managers and portfolios fit into the wider picture and helping clients make informed decisions about their investments.
A key part of her role is providing independent challenge and oversight, particularly where clients have substantial or more complex investment arrangements, while working alongside client’s other Trustees and professional advisers.
More of the team
