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Rathbones Group PLC — Investor Relations & Filings

Ticker · RAT ISIN · GB0002148343 LEI · 213800MBTHM6UE8ZQP29 IL Financial and insurance activities
Filings indexed 3,773 across all filing types
Latest filing 2026-01-08 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 - Empiric Student 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 (purchases/sales) by Rathbones Group Plc in relation to Empiric Student Property Plc. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes during a takeover period.
2026-01-08 English
Form 8.3 - Bluefield Solar Income Fund Ltd
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 by Rathbones Group Plc in Bluefield Solar Income Fund Ltd. This type of filing is a 'Major Shareholding Notification' as it reports significant ownership levels and changes therein, fitting the 'MRQ' category.
2026-01-08 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document is an official announcement from Rathbones Group PLC regarding the purchase of its own shares for cancellation under a previously announced share buyback programme. It includes specific details such as the date of purchase, number of shares, price ranges, and a comprehensive table of individual transaction records. This aligns perfectly with the definition for 'Transaction in Own Shares' (POS).
2026-01-08 English
Form 8.3 - Idox Plc
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning a 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 Idox Plc. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels crossing thresholds, consistent with the description for code MRQ. The document is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement or certification. It is a formal notification of shareholding interests and dealings as required by takeover regulations.
2026-01-07 English
Form 8.3 - Empiric Student 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 specific information about shareholdings, dealings (sales), and related agreements. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels and dealings by a substantial shareholder. It is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement about a report publication. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length and content fully support this classification with high confidence.
2026-01-07 English
Correction: Form 8.3 - Idox 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 specifics about shareholdings, dealings (sales), and other related information. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels and dealings by a substantial shareholder. It is not an annual report, earnings release, or any other financial report type, nor is it a regulatory announcement or certification. The presence of detailed shareholding percentages and transaction details confirms it is a Major Shareholding Notification.
2026-01-07 English

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