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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 2025-08-19 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. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to Apax Global Alpha Limited. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership levels and changes therein.
2025-08-19 English
Form 8.3 - Warehouse 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 to disclose their positions and dealings during an offer period. This specific form is used to report major shareholding changes and dealings in the context of M&A activity. While it relates to M&A, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests and dealings by a significant shareholder.
2025-08-18 English
Form 8.3 - Tritax Big Box 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. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Tritax Big Box REIT Plc. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership thresholds and changes in interest during takeover scenarios.
2025-08-18 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 recent dealings (purchases/sales) by Rathbones Group Plc in relation to Life Science REIT Plc. This type of disclosure is a mandatory regulatory filing related to M&A activity (takeover bids), but specifically categorized as a Major Shareholding Notification or disclosure of interest in the context of a takeover.
2025-08-18 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. Since this is a notification of a change in significant shareholding levels (crossing thresholds) during a takeover/offer period, it falls under the 'Major Shareholding Notification' category.
2025-08-18 English
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. Since this is a mandatory disclosure of major shareholding and dealing activity related to a takeover situation, it falls under the category of Major Shareholding Notification (MRQ).
2025-08-18 English

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