Rachel Whittaker

CIO WM - Sustainable Investing Strategist at UBS

Rachel Whittaker is a Strategist in the CIO Sustainable and Impact Investing team. Prior to joining UBS Wealth Management in June 2017 she held senior sustainable investment research and communications roles in the asset management industry in Zurich, with a focus on integration of environmental, social and corporate governance issues into investment strategies; as well as gender lens investing and active ownership. She started her career in 2000 as a sell-side equity research analyst at Merrill Lynch and then Morgan Stanley in London, before joining the Responsible Investment team of Mercer Investment Consulting in 2007.

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).