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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 3,761 across all filing types
Latest filing 2026-05-18 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 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 85% confidence The document is a Rule 8.3 Takeover Code disclosure of a person holding 1% or more of relevant securities, detailing opening positions and subsequent dealings. This is a mandatory threshold notification under UK takeover regulations, effectively reporting a crossing of a major shareholding threshold. It is not an Annual Report, Earnings Release, Director’s Dealing (which covers insider trades by individuals), or a share buyback. The closest category is Major Shareholding Notification (MRQ).
2026-05-18 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 95% confidence The document is a Rule 8.3 Takeover Code “Public Opening Position Disclosure/Dealing Disclosure” showing an initial notification of interests and subsequent transactions in relevant securities once a 1% threshold has been met. This is not an annual or regulatory report but a shareholder notification of significant stake and dealings. It fits the definition of a Major Shareholding Notification (MRQ).
2026-05-15 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT Ltd
Major Shareholding Notification Classification · 90% confidence The document is a Rule 8.3 Takeover Code public opening position/disclosure by a person holding 1%+ of relevant securities, detailing share interests and dealings. This is a Major Shareholding Notification rather than a corporate buy-back or earnings release.
2026-05-15 English
Form 8.3 - Bluefield Solar Income Fund Ltd
Director's Dealing Classification · 95% confidence The document is a public opening position and dealing disclosure by Rathbones Group Plc under Rule 8.3 of the UK Takeover Code, detailing share interests and transactions by a person with over 1% holdings. This matches the definition of a Director’s Dealing report (insider share transactions).
2026-05-15 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 87% confidence The document is a UK Takeover Code Rule 8.3 public opening position/disclosure form, detailing an institution’s shareholding and transactions in another listed company once its stake crosses the 1% threshold. This is a major shareholding notification rather than an earnings release, management announcement, or director insider trade. Accordingly, it aligns with the MRQ category.
2026-05-15 English
Director/PDMR Shareholding
Director's Dealing Classification · 95% confidence The document is an RNS announcement titled “Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them” under Article 19 of the EU Market Abuse Regulation. It details share transactions by the Group CEO and CFO. This clearly matches insider director share dealings reporting requirements. Therefore, it is a Director’s Dealing filing.
2026-05-14 English

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