Looking after The Quilter Foundation

Steven is CEO of Quilter plc. He has deep industry knowledge, having worked in asset management, investments, platform and distribution roles. Steven joined the Group in 1998, the Executive Committee in 2011 and the Board in November 2022 when he was appointed as Chief Executive Officer. He has played a leading role in delivering several high-profile strategic initiatives for the Group, including the implementation of Quilter’s new investment platform and supporting the development of Quilter’s ESG proposition. As Head of Affluent, Steven focused on bringing Quilter’s Platform and Investment Solution businesses together to operate in a more customer centric manner with our Advice business. Steven’s broad industry and leadership experience allows him to effectively drive strategic delivery. Steven is a qualified Actuary and Chartered Financial Analyst.

Tim is an executive at Quilter Cheviot, the investment management arm of Quilter plc. Tim has over 30 years’ experience in investment management and is a Chartered Fellow of Chartered Institute for Securities & Investments (CISI). Tim is authorised by the Financial Conduct Authority (FCA) and also a member of the Foundation’s Investment Committee.

Penny was appointed Chief People Officer in September 2021 and leads HR, Internal Communications and the Quilter Foundation. She brings extensive experience across all elements of HR including people strategy, cultural transformation, talent and succession, reward strategy and implementation, HR service model development, business transformation, mergers and acquisitions, development and implementation of diversity, equity and inclusion strategies and employee communications and engagement.

Prior to her current role Penny held multiple roles across the Group including People Transformation Director for our UK Platform, designing, developing, and implementing the externally recognised and multi award winning People Strategy – Hello Tomorrow. She was also Head of HR for our UK and International businesses and led culture change for the Group pre-Listing. She has worked across multiple jurisdictions and geographies and led significant complex people change.

Penny has worked in a diverse range of industries and sectors including Telecommunications, Third Sector and Financial Services. Penny is a Trustee of the Quilter Foundation.

Philippa began her career in Corporate Treasury and Finance, prior to her appointment as Director of the Institute of Business Ethics in 2001 from which she stepped down in April 2020.

Philippa was previously Group Treasurer at EMI Group, Group Finance Director at DC Gardner Group and Group Treasurer at Bowater after beginning her financial career at Citibank. Philippa has also held a number of trustee, major review committee and non-executive roles throughout her career. She is a past President of the Association of Corporate Treasurers (ACT).

In 2006 she was awarded the OBE for services to the Ministry of Defence in her capacity as NED and Chair of the Defence Audit Committee and in 2014 she was awarded the CBE for services to UK Antarctic Heritage. In 2018 she was awarded an Honorary Doctor of Law from University of Warwick and in 2020 an Honorary Doctorate of the Open University.

Stephen brings a wealth of corporate experience having held numerous senior leadership roles in the wealth management industry.  In addition Stephen has been actively involved in the charity sector on the Board of various Meningitis charities and is ideally placed to assist in driving the Foundation forward.

Jennifer is Head of The Quilter Foundation. She is responsible for developing the Quilter Foundation’s strategy. She works closely with its charitable partners and colleagues, ensuring we make a significant impact, both at a strategic level and with our local community grants.

As Partnerships Manager, Harvey works closely with our advisers and employees to inspire support for the Foundation. She manages the Foundation’s fundraising, volunteering and communications, ensuring we make an impact both internally and in the wider community.