How do you build in ESG criteria?
- ESG issues are fully integrated into our research process, which we discuss with management teams
- We work closely with the Responsible Investment Management team at Quilter Cheviot, working towards positive change
Is there a minimum size and market cap of stock choice?
- We have a minimum market cap of £500,000,000, our average market cap is £1.5b
Watch time: 2 minutes
We understand how important it is for clients to plan and preserve for the next generation and their loved ones. The Quilter Cheviot AIM strategy is designed for estate and inheritance tax (IHT) planning at an accessible entry point of £100,000.