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Rathbones Group PLC — Investor Relations & Filings

Ticker · RAT ISIN · GB0002148343 LEI · 213800MBTHM6UE8ZQP29 IL Financial and insurance activities
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Filings indexed 3,699 across all filing types
Latest filing 2026-05-21 Major Shareholding Noti…
Country GB United Kingdom
Listing IL RAT

About Rathbones Group PLC

https://www.rathbones.com/

Rathbones Group PLC is a wealth management firm providing personalized investment and financial planning services. The company offers a comprehensive suite of solutions, including integrated wealth management, discretionary investment management, financial planning, and asset management through a range of investment funds. It serves a diverse client base of private individuals, families, charities, trustees, and professional intermediaries. Rathbones also provides specialized services such as ethical and sustainable investing through its Greenbank division, trust and tax advisory, and dedicated investment management for recipients of personal injury and Court of Protection awards. The firm focuses on building long-term client relationships through a tailored approach to managing wealth.

Recent filings

Filing Released Lang Actions
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 89% confidence The document is a UK Takeover Code Rule 8.3 public opening position disclosure detailing a person’s (Rathbones Group Plc) significant shareholding (>1%) and related dealings. This is a formal notification of a major shareholding interest rather than a corporate financial report, AGM material, or director insider dealing. It best fits the “Major Shareholding Notification” category (Code: MRQ).
2026-05-21 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, detailing share interests and transactions by Rathbones Group Plc (an institutional investor) in LondonMetric and Schroder REIT. It is not a director’s own share transaction, nor a company repurchase, but a threshold‐crossing disclosure by an investor. This aligns with a Major Shareholding Notification (MRQ).
2026-05-21 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is a notification under Article 19 of the EU Market Abuse Regulation, disclosing a transaction by a person discharging managerial responsibilities (a non‐executive director’s purchase of shares). This matches the definition of a Director’s Dealing report (insider transaction by a director).
2026-05-20 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 87% confidence The document is a Rule 8.3 Takeover Code disclosure showing a person (Rathbones Group Plc) with >1% interests in Picton Property Income Ltd, detailing shareholdings and dealings. This is a major shareholding notification (crossing thresholds) rather than an earnings release or financial report. Therefore it belongs in Major Shareholding Notification (MRQ).
2026-05-20 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT
Major Shareholding Notification Classification · 91% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, detailing positions and share dealings by a person with interests of 1% or more. This is a regulatory notification of significant shareholding levels, matching the definition of a Major Shareholding Notification (MRQ).
2026-05-20 English
Form 8.3 - Cordel Group Plc
Major Shareholding Notification Classification · 94% confidence The document is a UK Takeover Code Rule 8.3 disclosure by an entity (Rathbones Group Plc) showing its opening position and recent dealings in another company’s shares (Cordel Group Plc). This is a Major Shareholding Notification (crossing/disclosing a ≥1% stake), not an earnings, management, or AGM material. Accordingly, it fits the Major Shareholding Notification category (Code: MRQ).
2026-05-20 English

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