Skip to main content
Rathbones Group PLC logo

Rathbones Group PLC — Investor Relations & Filings

Ticker · RAT ISIN · GB0002148343 LEI · 213800MBTHM6UE8ZQP29 IL Financial and insurance activities
Open in API
Filings indexed 3,748 across all filing types
Latest filing 2026-04-29 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 · 93% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, showing a person with interests in relevant securities representing 1% or more, along with details of subsequent dealings. This is a notification of a major shareholding and related transactions by a shareholder (not an insider director trade), fitting the “Major Shareholding Notification” category.
2026-04-29 English
Form 8.3 - Advanced Medical Solutions Group
Director's Dealing Classification · 95% confidence The document is a Rule 8.3 public opening position/disclosure under the UK Takeover Code showing shareholdings and sales by a person with interests ≥1% (Rathbones Group Plc) in Advanced Medical Solutions Group plc. It details insider share transactions (purchases/sales) and holdings disclosures. This matches the definition of Director’s Dealing (insider personal share transactions).
2026-04-29 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 85% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing a shareholder’s interests in relevant securities representing over 1% and subsequent dealings. It is not a director insider trade but a threshold shareholding filing. This aligns with our “Major Shareholding Notification” category (MRQ).
2026-04-28 English
Form 8.3 - LondonMetric Property Plc
Major Shareholding Notification Classification · 75% confidence The document is a formal Rule 8.3 opening position/dealing disclosure under the UK Takeover Code, detailing the holdings and transactions of a party with interests ≥1% in the target securities. This is not an AGM/earnings/management report but a notification of a major shareholding and related transactions, matching the “Major Shareholding Notification” category (MRQ).
2026-04-28 English
Form 8.3 - Augmentum Fintech Plc
Major Shareholding Notification Classification · 85% confidence The document is an RNS disclosure under Rule 8.3 of the UK Takeover Code, providing an opening position disclosure by Rathbones Group Plc showing holdings of over 1% in Augmentum Fintech Plc and detailing subsequent dealing. It is not a company report, AGM material, or director-only trade, but a third-party notification of a significant shareholding. This matches the Major Shareholding Notification category (MRQ).
2026-04-28 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 92% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing share interests and recent dealings by Rathbones Group Plc in Advanced Medical Solutions Group plc, indicating a significant shareholding notification. This corresponds to the Major Shareholding Notification category (MRQ).
2026-04-28 English

Browse filings by year

41 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.