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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 2025-09-08 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 - Apax Global Alpha Limited
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 Apax Global Alpha Limited. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes therein, fitting the definition of MRQ.
2025-09-08 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 program. It includes detailed transaction logs, dates, prices, and volumes, which is the standard format for a 'Transaction in Own Shares' filing. This fits the definition of the POS category perfectly.
2025-09-08 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, and transaction details (acquisition of shares under a share incentive plan) for several executives. This aligns perfectly with the definition of 'Director's Dealing' (DIRS), which covers reports of personal share transactions by company directors and executives.
2025-09-05 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 details shareholdings and dealings in 'The Unite Group 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 'Major Shareholding Notification' category.
2025-09-05 English
Form 8.3 - Life Science REIT 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 by Rathbones Group Plc in Life Science REIT Plc. Since this is a notification of significant shareholding changes related to a takeover/offer situation, it falls under the 'Major Shareholding Notification' category.
2025-09-05 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 document details share dealings by Rathbones Group Plc in relation to Empiric Student Property Plc. While it involves shareholdings, it is a specific regulatory disclosure regarding major shareholding thresholds and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-09-05 English

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