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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 2025-12-08 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 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. 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 bids.
2025-12-08 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 specific form details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Empiric Student Property Plc. Since this is a notification of significant shareholding changes related to a takeover/offer situation, it falls under the 'Major Shareholding Notification' category.
2025-12-08 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 is used to disclose positions and dealings in securities during an M&A process. Since it details significant shareholding changes and dealings related to a takeover situation, it falls under the category of Major Shareholding Notification (MRQ).
2025-12-08 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 share buyback programme. It includes specific details such as the number of shares purchased, price paid, and a breakdown of individual trades. This aligns perfectly with the definition for 'Transaction in Own Shares' (POS).
2025-12-08 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of transactions by Persons Discharging Managerial Responsibilities (PDMRs) at Rathbones Group PLC. It explicitly lists the names, positions (CEO, CFO, CRO, COO), and details of share acquisitions under a company share incentive plan. This aligns perfectly with the definition of 'Director's Dealing' (DIRS), which covers insider trades and share transactions by company executives.
2025-12-05 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. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Idox 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.
2025-12-05 English

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