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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

Stewardship priorities 2023

Stewardship is a central pillar of Quilter Cheviot’s responsible investment approach. 2023 will be a critical year in driving forward our engagement priorities, whether that is holding high emitting companies to their interim decarbonisation targets or understanding how UK companies will begin to implement new recommendations on gender balanced boards. Here we outline our priorities for the year ahead and a review of our 2022 activities.

Stewardship priorities

Stewardship report

In 2022 we received confirmation that we had retained our signatory status of the FRC’s stewardship code. This status was granted on the basis of our 2021 report. In order to maintain our signatory status, we submit a report like this to the Financial Reporting Council (FRC) every April. The FRC will confirm if we have successfully maintained our signatory status.

2022 Stewardship report

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.


As part of Quilter plc, 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. 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. Additionally, we undertake thematic engagements focused on governance matters.

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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This financial promotion was approved by Quilter Cheviot Limited on 29 November 2023.

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