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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 3,761 across all filing types
Latest filing 2026-05-07 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 Picton Property Income Limited
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure of shareholdings and dealings by a person with interests in relevant securities representing 1% or more, specifically under Rule 8.3 of the Takeover Code. It includes information about positions held, purchases and sales of shares, and other related details. This type of document is a Major Shareholding Notification, which reports changes in significant share ownership levels crossing thresholds. It is not an annual report, earnings release, or any other financial report type. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length and content fully support this classification with high confidence.
2026-05-07 English
Form 8.3 LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, purchases, sales, and other dealings related to a takeover offer involving LondonMetric Property plc and Schroder Real Estate Investment Trust Limited. This type of document is a notification of major shareholding changes and dealings by significant shareholders in the context of a takeover offer. It is not an annual report, earnings release, or any other financial report but a regulatory disclosure about shareholdings and transactions. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence in this classification.
2026-05-07 English
Form 8.3 Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning a person with interests in relevant securities representing 1% or more. It includes information about shareholdings, dealings, and positions in securities related to an offeror/offeree. This type of document is a Major Shareholding Notification, as it reports significant share ownership levels crossing thresholds and related dealings. There is no indication that this is an annual report, earnings release, or any other type of financial or regulatory filing. The presence of Rule 8.3 and the detailed shareholding data confirms it is a Major Shareholding Notification.
2026-05-07 English
Form 8.3 Augmentum Fintech Plc
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure under Rule 8.3 of the Takeover Code, concerning public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. It includes specifics about shareholdings, dealings, and related information for Rathbones Group Plc in relation to Augmentum Fintech Plc. This type of document is a regulatory disclosure related to shareholdings and dealings, not a financial report, management announcement, or other report types. It fits the definition of Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels crossing thresholds.
2026-05-07 English
Form 8.3 Advanced Medical Solutions Group
Major Shareholding Notification Classification · 100% confidence The document is a detailed disclosure of shareholdings and dealings by a person with interests in relevant securities representing 1% or more, specifically under Rule 8.3 of the Takeover Code. It includes information about the discloser, the securities held, transactions made, and other related details. This type of document is a Major Shareholding Notification, as it reports changes in significant share ownership levels crossing thresholds. There is no indication that this is an annual report, earnings release, or any other type of financial report. The presence of detailed shareholding and dealing information aligns with the definition of Major Shareholding Notification (MRQ).
2026-05-07 English
First Quarter Trading Update
Interim / Quarterly Report Classification · 95% confidence The document is titled 'First quarter trading update for the three months ended 31 March 2026' and provides detailed financial highlights, including operating income, funds under management, and net flows for the quarter. It includes segmental financial data and commentary from the CEO. The document also mentions the upcoming Annual General Meeting and the date for the interim results announcement. The content is a comprehensive financial update for a quarter, containing actual financial data and analysis, not just a brief announcement or a link to a report. Therefore, it fits the definition of an Interim / Quarterly Report (IR). The document length (9116 characters) supports it being a substantive report rather than a short announcement or certification. Hence, the classification is IR with high confidence. Q1 2026
2026-05-07 English

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