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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 2026-04-17 Director's Dealing
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 British Land Co plc
Director's Dealing Classification · 95% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code by a person with interests of 1% or more in relevant securities, detailing share holdings and transactions. This falls squarely under insider share transactions reporting, matching the ‘Director’s Dealing’ category (Code: DIRS).
2026-04-17 English
Form 8.3 Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 92% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, showing interests and dealings by a person holding 1% or more of the target’s shares. It is not an AGM material, earnings release, or management report but a regulatory notification of significant shareholding crossing the 1% threshold. This aligns with the Major Shareholding Notification category (MRQ).
2026-04-17 English
Form 8.3 Picton Property Income Limited
Major Shareholding Notification Classification · 90% confidence The document is a Rule 8.3 public opening position and dealing disclosure under the UK Takeover Code by Rathbones Group Plc for its <1% shareholding in Picton Property Income Limited. This is a regulatory notification of a significant share ownership level (over 1%) and subsequent share dealings, matching the definition of a Major Shareholding Notification (MRQ).
2026-04-13 English
Form 8.3 LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 92% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing shareholdings and dealing activity by Rathbones Group plc in LondonMetric Property plc and Schroder REIT. This is a notification of significant share ownership levels and related transactions, fitting the Major Shareholding Notification category.
2026-04-13 English
Form 8.3 British Land Co plc
Regulatory Filings Classification · 75% confidence The document is a Rule 8.3 Takeover Code ‘public opening position / dealing disclosure’ announcement by a 1%+ shareholder. It is not an earnings release, management report, or annual/interim report – rather it is a mandatory public regulatory announcement of shareholding and trades. It does not represent an internal audit, AGM materials, or a proxy statement. It fits none of the narrow categories (MRQ is for threshold‐crossing declarations under transparency rules, but this is under the Takeover Code), so it is best classified as a general regulatory filing (RNS).
2026-04-13 English
Form 8.3 Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 87% confidence The document is a UK Takeover Code Form 8.3 (“Public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more”), disclosing the holder’s position (1.35%) and a small sale. This is a statutory threshold/shareholding notification rather than an earnings release or management report. It is not a director-specific MAR insider dealing form (DIRS) but a broader major shareholding disclosure under the Takeover Code. Therefore the correct category is Major Shareholding Notification (MRQ).
2026-04-13 English

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