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BROOKS MACDONALD GROUP PLC — Investor Relations & Filings

Ticker · BRK ISIN · GB00B067N833 LEI · 213800WRDF8LB8MIEX37 IL Financial and insurance activities
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Filings indexed 1,953 across all filing types
Latest filing 2026-05-22 Major Shareholding Noti…
Country GB United Kingdom
Listing IL BRK

About BROOKS MACDONALD GROUP PLC

https://www.brooksmacdonald.com/

Brooks Macdonald Group PLC is a wealth management firm that provides personalized investment management, financial planning, and related services. Founded in 1991, the company offers a range of solutions including discretionary investment management, bespoke portfolio services, managed portfolio services, and offshore fund management. It serves a diverse client base of private individuals, families, trusts, and charities. The firm also partners with financial advisers, solicitors, and accountants to deliver integrated wealth management solutions for their clients, focusing on tailored service to achieve specific financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - Advanced Medical Solutions Group plc
Major Shareholding Notification Classification · 90% confidence The document is a UK RNS Form 8.3 “public opening position disclosure” under Rule 8 of the Takeover Code, disclosing a 1.05% shareholding in Advanced Medical Solutions Group plc. This is not an earnings release, management report, or director dealing; it is a notification of a significant shareholding position crossing the 1% threshold. Thus it best maps to the “Major Shareholding Notification” category (MRQ).
2026-05-22 English
Form 8.3- LondonMetric Property plc and Schroder
Major Shareholding Notification Classification · 90% confidence The document is an RNS announcement of a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, whereby Brooks Macdonald Group PLC discloses its shareholding positions in target/offeree companies upon crossing the 1% threshold. This corresponds to a major shareholding notification rather than a director’s personal dealing or an annual/interim report.
2026-05-22 English
Form 8.3 - LondonMetric Property plc and Schroder
Regulatory Filings Classification · 89% confidence The document is a Form 8.3 Public Opening Position Disclosure under Rule 8.3 of the UK Takeover Code filed via RNS. It is a compliance/regulatory announcement rather than a financial report, board change, director dealing notice in the FSA sense or an M&A bid announcement. It does not contain financial statements or strategic presentations, but is a regulatory filing. Therefore it falls under the fallback category “Regulatory Filings” (RNS).
2026-05-21 English
Form 8.3- LondonMetric Property plc and Schroder
Major Shareholding Notification Classification · 72% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, detailing share interests and transactions by a person holding 1% or more of relevant securities. This is a notification of a significant shareholding position and any dealings. It aligns with “Major Shareholding Notification,” not a director’s personal trade (DIRS) or an announcement of a corporate report (RPA/RNS).
2026-05-20 English
Form 8.3- LondonMetric Property plc and Schroder
Major Shareholding Notification Classification · 95% confidence The document is a UK Form 8.3 public opening position/dealing disclosure under Rule 8.3 of the Takeover Code, showing a person (or entity) holding over 1% of a target’s shares and detailing transactions. This is a substantial shareholding notification rather than a director’s personal trade, repurchase by the company, or other report. It therefore best fits the Major Shareholding Notification category (MRQ).
2026-05-20 English
Form 8.3 -Picton Property Income Limited
Major Shareholding Notification Classification · 92% confidence The document is a Form 8.3 public opening position/disclosure under Rule 8.3 of the UK Takeover Code, reporting a person’s interest in relevant securities representing 1% or more. This is a major shareholding notification rather than an earnings release, management change, or AGM materials. It reports changes in significant ownership thresholds, so it best fits Major Shareholding Notification (MRQ).
2026-05-19 English

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