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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 3,752 across all filing types
Latest filing 2026-04-09 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 · 90% 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.” It details a person’s holding percentage and share transactions, matching the description of a Major Shareholding Notification (crossing thresholds). It is not a director insider trade report, earnings release, or full financial report.
2026-04-09 English
Director/PDMR Shareholding
Director's Dealing Classification · 95% confidence The document is an RNS announcement detailing transactions by persons discharging managerial responsibilities and their closely associated persons, listing multiple share option grants and acquisitions by the CEO and CFO under savings and share incentive plans. This matches the definition of a Director’s Dealing report (insider transactions by directors).
2026-04-08 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 89% confidence The document is a Rule 8.3 opening position/dealing disclosure under the UK Takeover Code, showing a person (Rathbones Group) holding and dealing in more than 1% of a target’s shares. This is a notification of a major shareholding change. It is not an AGM presentation, earnings release, or regulatory meta‐announcement, and does not describe director compensation or legal proceedings. It falls under Major Shareholding Notification (MRQ).
2026-04-08 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 85% confidence The document is a UK Takeover Code Rule 8.3 “public opening position disclosure” showing a person holding 1% or more of relevant securities and detailing purchases/sales. This is a notification of changes in significant share ownership levels crossing prescribed thresholds. Therefore it falls under Major Shareholding Notification (Code: MRQ).
2026-04-08 English
Form 8.3 - Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 90% confidence The document is a Rule 8.3 public opening position disclosure under the UK Takeover Code, showing a person’s interests in relevant securities (1.35%) and detailing buying activity. This is a threshold-crossing shareholding notice rather than an AGM, earnings release, or director-specific insider trade. It matches the definition of a Major Shareholding Notification (MRQ).
2026-04-08 English
Proxy Form AGM 2026
Proxy Solicitation & Information Statement Classification · 87% confidence The document is a proxy form for Rathbones Group Plc’s 2026 Annual General Meeting, containing voting instructions, resolutions and proxy appointment details. These materials are sent to shareholders to solicit votes and provide information ahead of the AGM. This fits the definition of a Proxy Solicitation & Information Statement (PSI).
2026-04-02 English

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