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INVESTOR TYPE Online Portfolio Login
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As a client of, or an adviser working with Quilter Cheviot, we appreciate that you may have questions around how to contact your investment manager, what to do about meetings you had scheduled, how your money is safeguarded, and more. Please click here for more information. If you have any questions relating to your investments, please click here to read what Chief Investment Strategist, Alan McIntosh has to say about the market impact from coronavirus. For more information on how our research and investment teams are responding to the virus, please click here to visit our coronavirus hub.


Responsible investments

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.

Responsible investment


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.

Stewardship Code


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.

Voting principles


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.


Integrating ESG into fund selection

Quilter Cheviot is one of the largest fund buyers in the UK market (as at April 2018 we held £13.9 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.

ESG and fund selection


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:

The UK Investment Association
Investor Group of the 30% Club
UKSIF (The UK Sustainable Investment and Finance Association)



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.

Controversial weapons' policy

Contact us

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