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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 3,775 across all filing types
Latest filing 2026-01-06 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 - 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 a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, dealings, and positions related to a takeover offer involving Empiric Student Property Plc. The content is regulatory in nature, focused on shareholding disclosures and dealings by a significant shareholder, not a financial report or announcement of a report. This fits the definition of a Major Shareholding Notification (MRQ). The document length and detail confirm it is not a brief announcement or a certification but a substantive disclosure.
2026-01-06 English
Form 8.3 - Bluefield Solar Income Fund Ltd
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure of shareholdings and dealings by a person with interests in relevant securities representing 1% or more, specifically under Rule 8.3 of the Takeover Code. It includes information about the discloser, the securities held, purchases and sales, and other related details. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels crossing thresholds. There is no indication that this is an annual report, earnings release, or any other type of financial report. The presence of Rule 8.3 and the detailed shareholding data confirms it is a Major Shareholding Notification.
2026-01-06 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document is an official regulatory announcement from Rathbones Group PLC regarding 'Transactions in own shares'. It details the purchase of ordinary shares for cancellation under a share buyback programme, including specific trade dates, volumes, prices, and venues. This aligns perfectly with the definition for 'Transaction in Own Shares' (POS).
2026-01-06 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of a transaction involving a Person Discharging Managerial Responsibilities (PDMR), specifically the vesting of share awards for the Group Chief Executive Officer. It follows the standard UK Market Abuse Regulation (UK MAR) disclosure format for director/executive dealings. While it mentions RNS (a regulatory news service), the content is a specific report of insider share activity rather than a general announcement or a report publication notice.
2026-01-05 English
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. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to Empiric Student 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 situations.
2026-01-05 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 is used to disclose positions and dealings in securities during an M&A process. Since it represents a major shareholding notification related to a takeover/offer situation, it falls under the 'Major Shareholding Notification' category.
2026-01-05 English

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