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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 2025-12-02 Regulatory Filings
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
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It details share dealings and positions by a person with interests in relevant securities representing 1% or more during an M&A transaction (The Unite Group Plc). This type of disclosure is a standard regulatory requirement for market transparency during takeover bids and does not fit into the other specific categories like M&A activity (which usually refers to the company's own announcements) or director dealings. Therefore, it is classified as a Regulatory Filing (RNS).
2025-12-02 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 company. This specific form details shareholdings and dealings in Idox Plc by Rathbones Group Plc. While it relates to M&A activity (the Takeover Code), it is specifically a 'Major Shareholding Notification' regarding the crossing of thresholds or ongoing disclosure requirements during an offer period, which fits the 'MRQ' category.
2025-12-02 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 dealings in Empiric Student Property Plc by Rathbones Group Plc. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the category of Major Shareholding Notification (MRQ).
2025-12-02 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 ranges, and a comprehensive breakdown of individual trades. This aligns perfectly with the definition of 'Transaction in Own Shares' (POS).
2025-12-02 English
Form 8.3 - Unite Group Plc
M&A Activity 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 transaction. This specific form is used to disclose positions and dealings in the securities of an offeror or offeree. Since it relates to M&A activity and is a mandatory regulatory disclosure, it falls under the 'M&A Activity' (TAR) category.
2025-12-01 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 dealings related to takeover activity.
2025-12-01 English

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