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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 3,783 across all filing types
Latest filing 2025-10-16 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 · 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. It details shareholdings and dealings in 'The Unite Group Plc'. While it relates to M&A activity, it is specifically a regulatory disclosure of share ownership/dealings rather than a corporate announcement of a merger or acquisition itself. Therefore, it falls under the 'Major Shareholding Notification' category as it tracks significant ownership changes and dealings related to takeover offers.
2025-10-16 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. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Empiric Student Property Plc. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership changes and positions related to takeover activity.
2025-10-16 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document is a regulatory announcement from Rathbones Group PLC regarding the purchase of its own shares for cancellation as part of 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).
2025-10-16 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 and market activity related to a takeover, it falls under the category of Major Shareholding Notification.
2025-10-15 English
Transaction in Own Shares
Transaction in Own Shares Classification · 100% confidence The document is a regulatory announcement from Rathbones Group PLC detailing the purchase of its own shares for cancellation as part of a share buyback program. It includes specific transaction dates, volumes, prices, and venue information, which is characteristic of a 'Transaction in Own Shares' filing. It is not a report publication announcement, but rather the disclosure of the transactions themselves.
2025-10-15 English
Third Quarter Trading Update
Earnings Release Classification · 100% confidence The document is a 'Third Quarter Trading Update' from Rathbones Group PLC. It provides key financial highlights, including Funds under management and administration (FUMA) and operating income for the three months ended 30 September 2025. It is an initial announcement of quarterly financial results, which fits the definition of an Earnings Release (ER). It is not a full report, but rather a summary of performance metrics. Q3 2025
2025-10-15 English

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