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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 3,791 across all filing types
Latest filing 2026-06-10 Regulatory Filings
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 LondonMetric Property Plc & Schroder REIT Ltd
Regulatory Filings Classification · 48% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing share interests and dealings by Rathbones Group Plc in relation to an offer by a consortium. It is not an AGM material, financial report, earnings release, board change, director insider dealing (personal), or capital issuance; rather, it is a regulatory announcement of a substantial position in connection with a takeover. It does not fit other specific categories, so under the fallback rule it is a Regulatory Filing (RNS).
2026-06-10 English
Correction: Form 8.3 - LondonMetric Property Plc & Schroder REIT Ltd
Major Shareholding Notification Classification · 85% confidence The document is a Rule 8.3 Takeover Code public opening position disclosure/ dealing disclosure by a person with interests representing 1% or more. It details the holder’s share positions and transactions in relevant securities. This matches the Major Shareholding Notification category (MRQ) for significant shareholding disclosures, not a company repurchase or director dealing. Hence, MRQ.
2026-06-10 English
Form 8.3 Picton Property Income Limited
Major Shareholding Notification Classification · 87% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, showing share interests and dealing by a person holding more than 1% in an offeree company. This is a notification of significant share ownership changes (crossing threshold), mapping to Major Shareholding Notification (MRQ).
2026-06-10 English
Form 8.3 Advanced Medical Solutions Group
Major Shareholding Notification Classification · 90% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code by Rathbones Group Plc showing it holds ≥1% of Advanced Medical Solutions Group plc shares. This is a notification of a change in significant share ownership crossing the 1% threshold, matching a Major Shareholding Notification.
2026-06-10 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 90% confidence The document is a UK Takeover Code Rule 8.3 public opening position disclosure by a person with interests in relevant securities representing 1% or more. It provides details of shareholdings and dealings to notify crossing a threshold. This matches a Major Shareholding Notification rather than insider director trades or other filing types.
2026-06-09 English
Form 8.3 - Bluefield Solar Income Fund Ltd
Major Shareholding Notification Classification · 55% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code by a person holding 1% or more in a target/offeree. It details existing share interests (1.26%) and a share sale transaction. This aligns with a major shareholding notification (threshold disclosure) rather than a director insider trade or standard financial report.
2026-06-09 English

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