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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 3,770 across all filing types
Latest filing 2026-03-06 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 · 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. This specific form is used to report major shareholding changes and dealings during a takeover or merger process. While it involves shareholdings, it is distinct from a standard 'Major Shareholding Notification' (MRQ) because it is specifically tied to the Takeover Code's Rule 8.3 disclosure requirements. Given the specific regulatory nature of this disclosure, it falls under the 'Major Shareholding Notification' category as it reports significant ownership and dealings in the context of a takeover.
2026-03-06 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a notification of transactions by persons discharging managerial responsibilities (PDMRs) at Rathbones Group Plc. It details share acquisitions by the Group Chief Executive Officer and Group Chief Financial Officer under a share incentive plan. The document is structured as a regulatory announcement with specific transaction details, dates, and compliance references to the UK Market Abuse Regulation. It does not contain financial statements, management discussion, or report content. It is a typical insider transaction disclosure, which corresponds to Director's Dealing filings.
2026-03-05 English
Form 8.3 Picton Property Income Limited
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes specifics about shareholdings, transactions, and related information for Rathbones Group Plc in relation to Picton Property Income Limited. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels crossing thresholds, consistent with the definition of MRQ filings. The document is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement or certification. Therefore, the correct classification is MRQ.
2026-03-05 English
Form 8.3 LondonMetric Property Plc
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, purchases, sales, and other dealings related to securities of LondonMetric Property Plc. This type of document is a Major Shareholding Notification, as it reports significant share ownership levels and transactions by a shareholder in relation to a takeover offer. It is not an annual report, earnings release, or any other financial report type, but specifically a notification of shareholding changes crossing thresholds as required by takeover regulations.
2026-03-05 English
Form 8.3 Life Science REIT Plc
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, dealings (purchases and sales), and other related information. This type of document is a notification of major shareholding changes or dealings by significant shareholders, not a financial report, earnings release, or management information. It fits the definition of Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a certification but a full disclosure form under the Takeover Code.
2026-03-05 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. This specific form details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to Picton Property Income Limited. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership changes and dealings during a takeover period.
2026-03-04 English

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