Quilter Cheviot aims to meet the challenges of a dynamic market environment to deliver the investment performance that provides its clients with the outcomes they require to meet their financial aspirations.

As a responsible investor Quilter Cheviot is committed to its role as a steward of clients’ assets in order to protect and enhance long-term returns. We are focussed on voting, engagement with companies we invest in and collaboration with others.

Responsible investor​

As a responsible investor Quilter Cheviot is committed to its role as a steward of clients’ assets in order to protect and enhance long-term returns.


As a responsible investor Quilter Cheviot is committed to its role as a steward of clients’ assets in order to protect and enhance long-term returns. Stewardship activities include monitoring and engaging with companies on matters such as strategy, performance, risk, capital structure, and corporate governance, including culture and remuneration. Engagement is purposeful dialogue with companies on those matters as well as on issues that are the immediate subject of votes at general meetings.


As a responsible investor we vote on behalf of our clients. For further information on this, please do not hesitate to read about our voting principles and our most recent voting record.


We express our views and protect our clients’ interests through direct dialogue with company management. Our central teams of equity and fund analysts provide a dedicated investment research resource with no conflicting commitments; along with investment managers the research team monitors investee companies on an ongoing basis and regularly meet company management. For further information on our engagement please click below.

Voting disclosure

In line with the requirements of the Shareholder Rights Directive II, we have disclosed 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. 

2021 Voting record

ESG Considerations

Thinking about how companies and funds think about ESG factors is an important part of our investment process. Read more about how we think about environmental, social and governance factors.

Integrating ESG into fund selection

Quilter Cheviot is one of the largest fund buyers in the UK market (as at 31 December 2020 we held £16.5 billion of client assets in third party funds). We have a specialist fund research capability responsible for monitoring over 300 closed and open-ended funds. When we invest via a third-party fund, one of our considerations is how the manager incorporates ESG into their investment process.

Fixed income ESG integration

At Quilter Cheviot we invest in fixed income both directly and through funds. Find out how we consider ESG when investing in bonds.


As part of Quilter plc, Quilter Cheviot is a signatory of the 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.

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:


This statement sets out Quilter Cheviot’s position with respect to investments in companies involved in the manufacture, development or trade of controversial weapons, specifically anti-personnel mines and cluster munitions. These weapons are subject to international and national law and are of concern due to their humanitarian consequences and the unacceptable harm caused to civilians through their use.

Considering sustainability risks and factors

Sustainability risks are an environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment. As part of our responsible investment approach we consider sustainability risks and factors when assessing investments. We refer to this as ESG integration and this is an ongoing process across all asset classes that we invest in.

Contact us

If you would like more information, we would be happy to discuss our Responsible Business Policy with you.

Responsible investment video series

Part one:

Part two: