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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 3,766 across all filing types
Latest filing 2026-04-01 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 Life Science REIT Plc
Major Shareholding Notification Classification · 93% confidence The document is a UK Rule 8.3 public opening position disclosure under the Takeover Code, detailing shareholdings and dealings by a person with interests of 1% or more. This is not an AGM, call transcript, earnings release, etc., but a notification of a significant shareholding and related transactions. This matches Major Shareholding Notification (MRQ).
2026-04-01 English
Form 8.3 British Land Co plc
Regulatory Filings Classification · 88% confidence The document is a UK Takeover Code Rule 8.3 opening position/disclosure notice by Rathbones Group plc regarding its shareholding and dealing in The British Land Company plc. It is a regulatory announcement made via the National Storage Mechanism/RNS; it is not an annual or interim report, nor an earnings release, director’s dealing by an executive, or M&A activity. It is best classified as a general regulatory filing (RNS).
2026-04-01 English
Form 8.3 Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 89% confidence The document is a Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more” under Rule 8.3 of the UK Takeover Code. It details an opening position and subsequent sale of shares, notifying the market of a significant shareholding threshold being met. This is a major shareholding notification, not an AGM, earnings release, annual report, regulatory announcement, or insider trading by company directors. Therefore the appropriate filing category is Major Shareholding Notification (MRQ).
2026-04-01 English
Form 8.3 Augmentum Fintech Plc
Major Shareholding Notification Classification · 75% confidence The document is a Public Opening Position Disclosure under Rule 8.3 of the UK Takeover Code, reporting that Rathbones Group Plc holds 2.25% of Augmentum Fintech Plc. This is a threshold‐based notification of a significant shareholding position (above 1%), which aligns with our “Major Shareholding Notification” category (MRQ).
2026-04-01 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 90% confidence The document is an RNS announcement under DTR 5.6.1 notifying the market of the company’s total voting rights as at a specific date. It is not reporting financial results, an AGM presentation, or a dividend notice, but specifically a voting rights announcement, which falls under the category “Declaration of Voting Results & Voting Rights Announcements” (Code: DVA).
2026-04-01 English
Correction: Form 8.3 LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 92% confidence The document is titled “Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more,” prepared under Rule 8.3 of the UK Takeover Code. It details the discloser’s shareholdings and trades, reflecting a mandatory notification of significant share ownership above the 1% threshold. This corresponds to a Major Shareholding Notification (MRQ) rather than a director-specific dealing or internal financial report.
2026-04-01 English

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