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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 3,755 across all filing types
Latest filing 2026-05-27 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 · 85% confidence The document is a UK Takeover Code Rule 8.3 disclosure titled “PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE,” showing interests and dealings by Rathbones Group Plc in Picton Property Income Limited’s securities (6.76% holding). It is a notification of a significant shareholding and related transactions by a person above the 1% threshold. This matches “Major Shareholding Notification” (MRQ).
2026-05-27 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT
Director's Dealing Classification · 90% confidence The document is a detailed Rule 8.3 public opening position and dealing disclosure under the UK Takeover Code, listing share interests and specific purchases/sales of securities by the discloser. This fits the category of insider share transactions disclosures (Director’s Dealing).
2026-05-27 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 90% confidence The document is a Rule 8.3 Takeover Code public opening position/disclosure form showing a person with interests in relevant securities representing 1% or more, including holdings and dealings in another company’s shares. It is not a full report, earnings release, call transcript, or management change, but rather a notification of significant share ownership levels and related transactions. This matches the “Major Shareholding Notification” category (MRQ).
2026-05-27 English
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

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