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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 3,752 across all filing types
Latest filing 2026-03-27 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 · 72% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, detailing a shareholder’s >1% holding and subsequent trades. It is not an annual/quarterly report or management/earnings release, nor a director’s personal dealing (it’s by a corporate shareholder), nor a capital change or share issue. It is a notification of a significant shareholding and related trades, matching our Major Shareholding Notification category.
2026-03-27 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 75% confidence The document is a Rule 8.3 Takeover Code public opening position disclosure/dealing report by a person (Rathbones Group Plc) with interests of 1% or more in relevant securities of LondonMetric Property plc and Schroder Real Estate Investment Trust. It details positions and share dealings and must be publicly disclosed under UK takeover rules. This matches a Major Shareholding Notification (notification of significant share ownership levels crossing thresholds).
2026-03-27 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 a shareholder’s interests and dealing in another company’s securities. It is not an annual or interim financial report, not a director’s remuneration or proxy statement, and not a company share repurchase. Instead, it is a regulatory announcement filed to the National Storage Mechanism, serving as a miscellaneous regulatory filing. Therefore, it best fits the Regulatory Filings category (RNS).
2026-03-27 English
Form 8.3 - British Land Co plc
Director's Dealing Classification · 73% confidence The document is a Rule 8.3 public opening position and dealing disclosure under the UK Takeover Code, showing share purchases and sales by a person with >1% interests. This is an insider dealing notification rather than a full financial report, dividend notice, or AGM material. It corresponds to the director’s/insider dealing category (DIRS).
2026-03-27 English
Form 8.3 - Bluefield Solar Income Fund Ltd
Major Shareholding Notification Classification · 85% confidence The document is a Rule 8.3 public opening position disclosure under the UK Takeover Code, reporting a holding of 1.35% in Bluefield Solar Income Fund Ltd by Rathbones Group Plc. This is not an AGM or financial report but a mandatory notification of a significant shareholding crossing the 1% threshold. It fits the definition of a Major Shareholding Notification.
2026-03-27 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 88% confidence The document is a Form 8.3 “Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, showing shareholdings and transactions by a holder of 1%+ of Picton Property Income Limited. This is not a company buyback (POS), nor an insider director’s trade (DIRS), but a major shareholding notification under UK disclosure rules. Thus it falls under “Major Shareholding Notification” (MRQ).
2026-03-26 English

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