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Rathbones Group PLC — Investor Relations & Filings

Ticker · RAT ISIN · GB0002148343 LEI · 213800MBTHM6UE8ZQP29 IL Financial and insurance activities
Filings indexed 3,770 across all filing types
Latest filing 2026-03-11 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 · 100% 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 of an offeror or offeree company. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Picton Property Income Limited. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership changes and market activity related to takeover situations.
2026-03-11 English
Form 8.3 - LondonMetric Property Plc
Major Shareholding Notification Classification · 100% 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 of an offeror or offeree company. This specific form details shareholdings and dealings by Rathbones Group Plc in relation to LondonMetric Property Plc. This type of filing is a mandatory regulatory disclosure regarding major shareholding positions and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2026-03-11 English
Form 8.3 - Life Science REIT Plc
Major Shareholding Notification Classification · 100% 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 during an M&A transaction. It details shareholdings, dealings, and positions in 'Life Science REIT Plc' by 'Rathbones Group Plc'. This type of filing is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and interests related to takeover activity.
2026-03-11 English
Form 8.3 - Augmentum Fintech 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 of an offeror or offeree company. This specific form is used to disclose positions and dealings in securities during an M&A process. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding the disclosure of interests and dealings, which fits the 'MRQ' category for tracking significant share ownership changes and related disclosures.
2026-03-11 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 100% 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 of an offeror or offeree company. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Picton Property Income Limited. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it tracks significant ownership changes and market activity related to takeover situations.
2026-03-10 English
Form 8.3 - LondonMetric Property Plc
Major Shareholding Notification Classification · 100% 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 of an offeror or offeree company. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to LondonMetric Property Plc. This type of filing is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and market activity related to takeover bids.
2026-03-10 English

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