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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 2026-05-05 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 · 100% confidence The document is a disclosure under Rule 8.3 of the Takeover Code, detailing a 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 or management announcement. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a full disclosure, not just an announcement or certification.
2026-05-05 English
Form 8.3 Advanced Medical Solutions Group
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning 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 Major Shareholding Notification, as it reports significant share ownership levels crossing thresholds, consistent with the description of category MRQ. The document 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 MRQ.
2026-05-05 English
Total Voting Rights
Regulatory Filings Classification · 100% confidence The document is a notification from Rathbones Group PLC regarding the total voting rights as of a specific date (30 April 2026). It references the FCA's Disclosure Guidance and Transparency Rules (DTR 5.6.1) and provides details on the number of ordinary shares with voting rights and convertible non-voting shares. The document is short (2137 characters) and serves as a regulatory announcement about share capital and voting rights, not a financial report or detailed analysis. It does not contain financial statements, management discussion, or other report content. This type of announcement fits the category of Regulatory Filings (RNS), which covers general regulatory announcements and compliance documents that do not fit other specific categories.
2026-05-01 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 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 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 substantive disclosure of shareholding positions and transactions.
2026-05-01 English
Form 8.3 LondonMetric Property Plc & Schroder REIT 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 specific information about shareholdings, purchases, sales, and other dealings in securities related to a takeover offer. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels and dealings by a substantial shareholder in the context of a takeover offer. It is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement unrelated to shareholding. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence level.
2026-05-01 English
Form 8.3 Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, dealings, and positions related to an offeror/offeree in a takeover context. This type of document is a Major Shareholding Notification, as it reports significant share ownership levels crossing thresholds and related dealings. It is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement unrelated to shareholding. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length and content fully support this classification with high confidence.
2026-05-01 English

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