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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 2026-05-22 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 · 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
Form 8.3 - Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 88% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code showing a person (Rathbones Group Plc) holding more than 1% of the relevant securities of the target (Bluefield Solar Income Fund Ltd). This is a major shareholding notification crossing the 1% threshold. It is not a management change, earnings release or AGM material, but a large shareholding disclosure. Consequently, the appropriate classification is Major Shareholding Notification (MRQ).
2026-05-22 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 92% confidence The document is a Rule 8.3 Takeover Code disclosure form by a shareholder with interests ≥1% in the target company, reporting open positions and share dealings. This is not a board change, earnings release, or annual report, nor is it an officer certification. It is a notification of significant shareholding and related dealings, matching the definition of a Major Shareholding Notification (MRQ).
2026-05-22 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 89% confidence The document is a UK Takeover Code Rule 8.3 public opening position disclosure detailing a person’s (Rathbones Group Plc) significant shareholding (>1%) and related dealings. This is a formal notification of a major shareholding interest rather than a corporate financial report, AGM material, or director insider dealing. It best fits the “Major Shareholding Notification” category (Code: MRQ).
2026-05-21 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, detailing share interests and transactions by Rathbones Group Plc (an institutional investor) in LondonMetric and Schroder REIT. It is not a director’s own share transaction, nor a company repurchase, but a threshold‐crossing disclosure by an investor. This aligns with a Major Shareholding Notification (MRQ).
2026-05-21 English

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