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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 2025-12-29 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 - Unite Group Plc
Major Shareholding Notification Classification · 97% 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 share dealings and positions in 'The Unite Group Plc'. While it relates to M&A activity, it is specifically a disclosure of shareholdings/dealings by a third party (Rathbones Group Plc) rather than a corporate M&A announcement (TAR). Since it does not fit into the specific categories of director dealings (DIRS) or major shareholding notifications (MRQ) perfectly, and is a standard regulatory disclosure form, it is best classified as a Regulatory Filing (RNS).
2025-12-29 English
Form 8.3 - Idox 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. This specific form is used to disclose shareholdings and dealings during an M&A process. Since it reports a change in significant share ownership levels (crossing thresholds) in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2025-12-29 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. This document details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to Empiric Student Property Plc. Since this is a notification of significant shareholding changes and dealings related to a takeover/offer situation, it falls under the 'Major Shareholding Notification' category.
2025-12-29 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. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Bluefield Solar Income Fund Ltd. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership thresholds and changes in interest during takeover scenarios.
2025-12-29 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 share buyback programme. It includes specific details such as the date of purchase, number of shares, price paid, and a detailed breakdown of individual trades. This aligns perfectly with the definition for 'Transaction in Own Shares' (POS).
2025-12-29 English
Form 8.3 - Unite Group Plc
Major Shareholding Notification Classification · 97% 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. This specific form is used to disclose positions and dealings in the securities of an offeror or offeree. While it relates to M&A activity, it is a specific regulatory disclosure of shareholdings and dealings rather than a general M&A announcement (TAR). Given the nature of the disclosure regarding major shareholding interests and dealings, it fits the 'Major Shareholding Notification' (MRQ) category, which covers notifications of changes in significant share ownership levels and related regulatory disclosures of this nature.
2025-12-24 English

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