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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 2026-03-24 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 - Augmentum Fintech Plc
Major Shareholding Notification Classification · 87% confidence The document is a Form under Rule 8.3 of the UK Takeover Code titled “Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more.” It details shareholding and a sale of shares. This is not a director’s insider trade form (no directors are involved) but a mandatory disclosure by a major shareholder crossing the 1% threshold. It matches the Major Shareholding Notification category (MRQ).
2026-03-24 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 89% confidence The document is a Public Opening Position Disclosure under Rule 8.3 of the UK Takeover Code, disclosing interests and dealings by a person (Rathbones Group Plc) holding 1%+ of Picton Property Income Ltd. It reports shareholding level (7.34%) and a sale transaction. This aligns with a Major Shareholding Notification (MRQ), which covers disclosures of significant share ownership levels crossing thresholds. It is not a director’s personal dealing (DIRS) nor a share buy-back (POS).
2026-03-23 English
Form 8.3 - LondonMetric Property Plc
Director's Dealing Classification · 92% confidence The document is a Form 8.3 public opening position / dealing disclosure under Rule 8.3 of the UK Takeover Code, detailing share transactions (purchases and sales) and positions of Rathbones Group Plc in LondonMetric Property Plc. It reports insider share dealings by a person with interests over 1%. This matches the ‘Director’s Dealing’ category (insider trades).
2026-03-23 English
Form 8.3 - Life Science REIT Plc
Major Shareholding Notification Classification · 82% confidence The document is a UK Takeover Code Rule 8.3 public opening position and dealing disclosure by a person holding 1% or more of a company’s securities. It details share interests and recent trades by a major shareholder, which corresponds to a notification of changes in significant share ownership levels. This falls under Major Shareholding Notification (MRQ).
2026-03-23 English
Form 8.3 - Bluefield Solar Income Fund Ltd
Major Shareholding Notification Classification · 83% confidence The document is a UK Takeover Code Rule 8.3 public opening position and dealing disclosure by a person holding or controlling 1%+ of relevant securities. It reports the change in shareholding (1.37% holding, sale of 3,249 shares) by Rathbones Group Plc in Bluefield Solar Income Fund Ltd. This is a notification of changes in a significant share ownership level. It matches the definition of Major Shareholding Notification (Code: MRQ).
2026-03-23 English
Form 8.3 - British Land Co plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more to disclose their positions and dealings during an M&A offer period. This specific document details Rathbones Group Plc's holdings and dealings in The British Land Company Plc. Since this is a mandatory regulatory disclosure regarding shareholdings and dealings related to a takeover, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant ownership changes and related disclosures under takeover rules.
2026-03-20 English

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