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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 3,748 across all filing types
Latest filing 2026-04-01 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 Augmentum Fintech Plc
Major Shareholding Notification Classification · 75% confidence The document is a Public Opening Position Disclosure under Rule 8.3 of the UK Takeover Code, reporting that Rathbones Group Plc holds 2.25% of Augmentum Fintech Plc. This is a threshold‐based notification of a significant shareholding position (above 1%), which aligns with our “Major Shareholding Notification” category (MRQ).
2026-04-01 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 90% confidence The document is an RNS announcement under DTR 5.6.1 notifying the market of the company’s total voting rights as at a specific date. It is not reporting financial results, an AGM presentation, or a dividend notice, but specifically a voting rights announcement, which falls under the category “Declaration of Voting Results & Voting Rights Announcements” (Code: DVA).
2026-04-01 English
Correction: Form 8.3 LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 92% confidence The document is titled “Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more,” prepared under Rule 8.3 of the UK Takeover Code. It details the discloser’s shareholdings and trades, reflecting a mandatory notification of significant share ownership above the 1% threshold. This corresponds to a Major Shareholding Notification (MRQ) rather than a director-specific dealing or internal financial report.
2026-04-01 English
Form 8.3 Picton Property Income Limited
Major Shareholding Notification Classification · 92% confidence The document is a Rule 8.3 public opening position disclosure under the UK Takeover Code for a person holding over 1% of relevant securities. It details share interests and dealings, representing a notification of a significant shareholding threshold being crossed. This matches the Major Shareholding Notification category.
2026-03-31 English
Form 8.3 LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 98% confidence The document is a UK Takeover Code Rule 8.3 ‘Opening Position Disclosure/Dealing Disclosure’ form showing a person with interests in relevant securities of 1% or more, listing shareholdings and dealings. This is a notification of a significant shareholding (crossing thresholds) rather than an AGM item, annual report, earnings, or management change. It matches ‘Major Shareholding Notification’ (Code: MRQ).
2026-03-31 English
Form 8.3 Life Science REIT Plc
Regulatory Filings Classification · 85% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing share interests and dealing activity by a person with 1% or more. It is a regulatory announcement rather than, for example, an annual or interim report, earnings release, or board change notice. It does not fit into more specific categories like director’s dealing (which covers insiders’ transactions), nor major shareholding notifications under DTR5 thresholds. It is best classified as a general regulatory filing (RNS).
2026-03-31 English

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