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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 3,780 across all filing types
Latest filing 2025-12-17 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 Idox
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 during an M&A offer period. It details shareholdings and recent dealings by Rathbones Group Plc in Idox Plc. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover, it falls under the 'Major Shareholding Notification' category.
2025-12-17 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 to disclose their positions and dealings during an M&A offer period. This specific form is used to notify the market of changes in significant shareholdings related to a takeover, which falls under the 'Major Shareholding Notification' category.
2025-12-17 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 document details shareholdings and 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 definition of MRQ.
2025-12-17 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 number of shares purchased, price ranges, and a detailed breakdown of individual transactions. This aligns perfectly with the definition of 'Transaction in Own Shares' (POS).
2025-12-17 English
Form 8.3 Unite Group 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 is used for 'Public Opening Position Disclosure/Dealing Disclosure'. Since it relates to shareholding thresholds and dealings during a takeover/offer period, it falls under the category of Major Shareholding Notification (MRQ), as it reports significant ownership and changes in holdings.
2025-12-16 English
Form 8.3 Idox
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 Idox Plc. This type of filing is classified as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and dealings during a takeover or merger process.
2025-12-16 English

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