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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 2026-03-13 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 · 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 during an M&A transaction. It details shareholdings and dealings in Picton Property Income Limited by Rathbones Group Plc. This type of filing is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership levels and changes during takeover activity.
2026-03-13 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 of an offeror or offeree company. This specific form details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to LondonMetric Property Plc. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes during a takeover period.
2026-03-13 English
Form 8.3 - British Land Co 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 document details shareholdings and transactions by Rathbones Group Plc in The British Land Company Plc. This type of filing is classified as a 'Major Shareholding Notification' (MRQ) as it pertains to the disclosure of significant share ownership and changes therein.
2026-03-13 English
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 document specifically details shareholdings and dealings by Rathbones Group Plc in Bluefield Solar Income Fund Ltd. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes during takeover scenarios.
2026-03-13 English
Form 8.3 - Augmentum Fintech Plc
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 to disclose their positions and dealings during an offer period. This specific form is used to report major shareholding changes and dealings in the context of M&A activity. While it relates to M&A, it is specifically a 'Major Shareholding Notification' regarding threshold crossings and dealings, which fits the MRQ category.
2026-03-13 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of a transaction by a person discharging managerial responsibilities (PDMR), specifically the Group Chief Executive Officer, Jonathan Sorrell. It details the grant of shares under an executive share performance plan. This type of disclosure is a standard regulatory requirement for insider dealings, which falls under the 'Director's Dealing' category.
2026-03-12 English

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