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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 3,758 across all filing types
Latest filing 2026-02-26 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 document details shareholdings and recent 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 a takeover period.
2026-02-26 English
Form 8.3 - Augmentum Fintech Plc
Director's Dealing 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 of an offeror or offeree. This specific form is used to disclose shareholdings and dealings during a takeover or merger process. While it relates to M&A activity, it is a specific regulatory disclosure of share ownership and transactions rather than a general M&A announcement (TAR). Given the options provided, 'Major Shareholding Notification' (MRQ) is the most accurate classification for a document detailing significant share ownership and changes in holdings.
2026-02-26 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes specifics about shareholdings, transactions, and related information for Rathbones Group Plc in relation to Picton Property Income Limited. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels crossing thresholds. It is not an annual report, earnings release, or any other financial report type, nor is it an announcement of a report publication. Therefore, the correct classification is Major Shareholding Notification (MRQ).
2026-02-25 English
Form 8.3 - LondonMetric Property Plc
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, dealings (purchases and sales), and other related information. This type of document is a notification of major shareholding changes or dealings by significant shareholders, not a financial report, earnings release, or management report. It fits the definition of Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a report publication notice, but a substantive disclosure of shareholding positions and transactions.
2026-02-25 English
Form 8.3 - Life Science REIT Plc
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure of shareholdings and dealings by a person with interests in relevant securities representing 1% or more, specifically under Rule 8.3 of the Takeover Code. It includes information about the discloser, the securities involved, transactions (sales), and other related details. This type of document is a notification of major shareholding changes or dealings by significant shareholders, not a financial report, earnings release, or management information. It fits the definition of a Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a certification but a full disclosure form.
2026-02-25 English
Form 8.3 - British Land Co plc
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, dealings, and related agreements. This type of document is a notification of major shareholding changes or dealings related to takeover offers, not a financial report, management information, or other types of filings. The presence of Rule 8.3 and the nature of the content clearly indicate it is a Major Shareholding Notification.
2026-02-25 English

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