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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 3,758 across all filing types
Latest filing 2026-05-28 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 · 82% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the UK Takeover Code. It details a person/entity’s interests and share dealings once their stake represents 1% or more, disclosing positions in Picton Property Income Limited. This aligns with a Major Shareholding Notification (MRQ) rather than an insider (director) trade, capital change, or financial report.
2026-05-28 English
Form 8.3 LondonMetric Property Plc & Schroder REIT
Major Shareholding Notification Classification · 88% confidence The text is a Rule 8.3 public opening position and dealing disclosure by an institutional investor (Rathbones Group Plc) in relation to a takeover offer, showing their shareholdings and transactions in securities. This corresponds to a major shareholding notification (threshold disclosure) rather than a company report or AGM material. Hence it should be classified as MRQ (Major Shareholding Notification).
2026-05-28 English
Form 8.3 Advanced Medical Solutions Group
Major Shareholding Notification Classification · 87% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code. It details shareholdings and dealing transactions by an institutional investor (Rathbones Group Plc) in Advanced Medical Solutions Group plc, notifying interests above the 1% threshold. This is a notification of a significant shareholding level change, fitting the Major Shareholding Notification category.
2026-05-28 English
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

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