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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 3,748 across all filing types
Latest filing 2026-05-13 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 - Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 80% confidence The document is a Rule 8.3 Takeover Code disclosure of opening positions and dealings by a person with interests in relevant securities representing 1% or more. This is a notification of a significant shareholding (crossing a threshold) rather than an announcement of a dividend, earnings release, management change or AGM materials. It is not a director’s personal transaction but a major shareholding notification under takeover rules. Therefore it best fits the "Major Shareholding Notification" category (MRQ).
2026-05-13 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 92% confidence The document is a UK Takeover Code Rule 8.3 ‘Opening Position Disclosure/Dealing Disclosure’ by a person with interests ≥1% in relevant securities. It reports stakes and share dealings for an external shareholder (Rathbones Group Plc) in another listed company, which fits the category of Major Shareholding Notification (MRQ). It is not an insider director’s trade (DIRS), but a threshold-crossing shareholding disclosure under takeover regulations.
2026-05-13 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT
Regulatory Filings Classification · 85% confidence The document is a detailed public disclosure of share positions and dealing disclosures under Rule 8.3 of the UK Takeover Code (an additional Regulatory News Service submission). It provides tables of interests, derivative positions, and transaction details rather than presenting an annual or interim financial report. It is not an annual report, earnings release, or director’s personal trade report, nor is it a notice of dividend or proxy solicitation. This is a mandatory compliance/regulatory filing notifying the market of substantial shareholdings and trades in the context of a potential takeover offer. As such, it falls under the general “Regulatory Filings” catch-all category (RNS).
2026-05-12 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 95% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing the holder’s interests and dealings in relevant securities once crossing the 1% threshold. It is not an earnings release, management report, or AGM material but a formal notification of a significant shareholding change. This matches the definition of a Major Shareholding Notification (MRQ).
2026-05-12 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 85% confidence The document is a UK Takeover Code Rule 8.3 public opening position and dealing disclosure by Rathbones Group Plc in Advanced Medical Solutions Group Plc, detailing shareholdings and transactions after crossing 1%. This is not director dealing but a major shareholding notification of threshold crossing. Therefore it matches Major Shareholding Notification (MRQ).
2026-05-12 English
Form 8.3 - Picton Property Income Limited
Regulatory Filings Classification · 85% confidence The document is clearly a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code, showing share interests and transactions by a person or entity holding 1% or more. It is not a full financial report, not an AGM presentation, nor an earnings release, and does not fit categories such as director’s dealing (since it’s a takeover‐code disclosure rather than individual insider trades) or major shareholding notifications (which cover DTR 5 threshold filings). It is a regulatory announcement filed via the National Storage Mechanism. Therefore the correct classification is a general Regulatory Filing (RNS).
2026-05-11 English

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