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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 2026-03-11 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 · 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 disclosure of interests and dealings, which fits the 'MRQ' category for tracking significant share ownership changes and related disclosures.
2026-03-11 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 of an offeror or offeree company. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Picton Property Income Limited. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it tracks significant ownership changes and market activity related to takeover situations.
2026-03-10 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. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to LondonMetric Property Plc. This type of filing is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and market activity related to takeover bids.
2026-03-10 English
Form 8.3 - Life Science REIT 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 Life Science REIT Plc by Rathbones Group Plc. Since this is a notification of a change in significant share ownership levels (crossing thresholds) related to a takeover/offer situation, it falls under the 'Major Shareholding Notification' category.
2026-03-10 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 specific form details shareholdings and dealings in Bluefield Solar Income Fund Ltd by Rathbones Group Plc. Since this is a mandatory regulatory disclosure regarding major shareholding interests and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-03-10 English
Form 8.3 - Augmentum Fintech Plc
Major Shareholding Notification Classification · 98% 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 notify the market of shareholding changes and dealings in the context of a takeover or merger. While it involves shareholdings, it is distinct from a 'Major Shareholding Notification' (MRQ) as it is specifically tied to the Takeover Code and Rule 8.3. Given the specific regulatory nature and the lack of a better-fitting category for Takeover Code disclosures, it is classified as a Regulatory Filing (RNS).
2026-03-10 English

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