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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 2026-03-19 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 - Bluefield Solar Income Fund Ltd
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form details shareholdings and dealings in Bluefield Solar Income Fund Ltd by Rathbones Group Plc. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes in interest during a takeover period.
2026-03-19 English
Form 8.3 - Augmentum Fintech Plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form details shareholdings and dealings (purchases/sales) by Rathbones Group Plc in relation to Augmentum Fintech Plc. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership changes and dealings during a takeover period.
2026-03-19 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more to disclose their positions and dealings in an offeror or offeree company. This specific document details Rathbones Group Plc's holdings and transactions in Picton Property Income Limited. Since this is a mandatory regulatory disclosure regarding shareholdings and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-03-18 English
Form 8.3 - LondonMetric Property Plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more to disclose their positions and dealings during an offer period. This specific type of filing is categorized as a 'Major Shareholding Notification' (MRQ) because it details significant share ownership levels and changes therein, which is the primary purpose of Rule 8.3 disclosures.
2026-03-18 English
Form 8.3 - Bluefield Solar Income Fund Ltd
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form is used to disclose positions and dealings in securities during an M&A process. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding the crossing of thresholds or ongoing disclosure requirements during a takeover, which fits the 'Major Shareholding Notification' (MRQ) category best within the provided schema.
2026-03-18 English
Form 8.3 - Augmentum Fintech Plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form details shareholdings and dealings in Augmentum Fintech Plc by Rathbones Group Plc. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-03-18 English

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