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 3,752 across all filing types
Latest filing 2026-05-26 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 - Picton Property Income Limited
Major Shareholding Notification Classification · 90% confidence The document is a disclosure under Rule 8.3 of the UK Takeover Code, reporting an opening position and subsequent dealings by Rathbones Group Plc in the securities of Picton Property Income Limited, reflecting a major shareholding interest over 1%. This matches a significant share ownership notification rather than insider director dealings or a financial report. Therefore, the appropriate category is Major Shareholding Notification (MRQ).
2026-05-26 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT
Major Shareholding Notification Classification · 95% confidence The document is a Rule 8.3 public opening position / dealing disclosure under the UK Takeover Code, reporting a person’s interests in relevant securities at or above the 1% threshold and detailing subsequent share transactions. This is a notification of a major shareholding crossing the threshold, not an earnings release or board management notice. Therefore, it should be classified as a Major Shareholding Notification.
2026-05-26 English
Form 8.3 - Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 85% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, showing that Rathbones Group Plc holds 1.27% of Bluefield Solar Income Fund Ltd shares (crossing the 1% threshold). This is a notification of a significant shareholding position change rather than an earnings release, management report, or director trading by an insider. It best fits the "Major Shareholding Notification" category.
2026-05-26 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 92% confidence The document is a UK Takeover Code Rule 8.3 public opening position and dealing disclosure by a person with interests representing ≥1% in the offeree’s securities. It reports the shareholding level and recent sales, fitting the “Major Shareholding Notification” category rather than insider director trades or a full report. Thus, the appropriate filing type is MRQ.
2026-05-26 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 91% confidence The document is a UK Takeover Code Form 8.3 “public opening position disclosure/dealing disclosure” by Rathbones Group Plc in respect of its >1% stake in Picton Property Income Limited, detailing share positions and recent sales. This is a notification of a significant shareholding and related dealings by a large shareholder under Rule 8.3, matching “Major Shareholding Notification (MRQ).”
2026-05-22 English
Form 8.3 - LondonMetric Property Plc & Schroder Real Estate Investment Trust Limited
Director's Dealing Classification · 98% confidence The document is a Form 8.3 disclosure under Rule 8.3 of the Takeover Code, detailing a person’s ownership and trading in relevant securities (insider dealing disclosure). This is a personal share transaction report by an insider/large shareholder, fitting the Director’s Dealing category.
2026-05-22 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.