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As a responsible investor Quilter Cheviot is committed to our role as steward of our clients’ assets to protect and enhance long-term returns – we call this active ownership. As part of our duty, we monitor and engage with companies on matters such as strategy, performance, risk, capital structure, and corporate governance, including culture and remuneration.

Our approach to stewardship

Explainer video

Voting disclosure

In line with the requirements of the Shareholder Rights Directive II, we share all our voting on behalf of our discretionary clients for the past twelve months and will continue to add quarterly reports of our voting activity. This does not include client-instructed voting.


Quilter Cheviot is a signatory of the United Nations’ Principles for Responsible Investment, which is a global, investor led, initiative to promote and support the integration of ESG considerations into investment research and ownership practices. In our first submission for 2019 as a group we achieved an A for strategy and governance. As part of Quilter plc, we are a signatory to the UK Stewardship Code 2020.

We are also members either through Quilter plc, or in our own right of several formal or informal groups which may facilitate collaboration with other investors, including:

Thematic engagement

We have three themes which help inform our thematic engagement work: climate change, human rights and natural capital.

Shareholder engagement policy

This is Quilter Cheviot’s response to the Shareholder Rights Directive (SRD II) requirements regarding shareholder engagement.

Shareholder engagement policy

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The value of your investments and the income from them can fall and you may not recover what you invested.