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Rathbones Group PLC — Investor Relations & Filings

Ticker · RAT ISIN · GB0002148343 LEI · 213800MBTHM6UE8ZQP29 IL Financial and insurance activities
Filings indexed 3,758 across all filing types
Latest filing 2026-02-20 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 - 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 during an M&A offer period. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Life Science REIT Plc. This type of filing is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and interests related to takeover activity.
2026-02-20 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. It details shareholdings, dealings (purchases/sales), and positions in Bluefield Solar Income Fund Ltd by Rathbones Group Plc. This type of filing is a specific regulatory disclosure regarding major shareholding interests and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2026-02-20 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. This form specifically details shareholdings and dealings (purchases/sales) by Rathbones Group Plc in relation to Picton Property Income Limited. This falls under the category of 'Major Shareholding Notification' as it reports significant ownership levels and changes therein during a takeover period.
2026-02-19 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, positions, and dealings in the securities of LondonMetric Property Plc by Rathbones Group Plc. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it tracks significant ownership levels and changes during takeover activity.
2026-02-19 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. It details shareholdings, dealings, and positions in Life Science REIT Plc 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 scenarios.
2026-02-19 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, dealings, and related agreements. This type of document is a Major Shareholding Notification, as it reports significant share ownership levels crossing thresholds and related transactions. It is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement or certification. Therefore, the correct classification is Major Shareholding Notification (MRQ).
2026-02-18 English

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