Rachel Whittaker

Sustainable Investing Strategist at UBS Wealth Management
Rachel Whittaker

Rachel Whittaker is a Sustainable Investing (SI) Strategist in the Chief Investment Office Wealth Management. She joined UBS in June 2017 from RobecoSAM, where she was a senior sustainable investment analyst focused on integration of environmental, social and corporate governance factors, gender lens investing and active ownership. She started her career in 2000 as a sell-side equity research analyst at Merrill Lynch and subsequently Morgan Stanley in London, before joining the Responsible Investment team of Mercer Investment Consulting in 2007 to build the manager research capability for ethical and environmental themed public and private equity funds.

Rachel studied Anthropology and Management Studies as an undergraduate at the University of Cambridge, and earned her MSc in Corporate Environmental Management at the University of Surrey in the UK. She is a CFA charterholder, and also sits on the Analyst Advisory Committee of the UK Sustainable Investment & Finance Association (UK SIF).