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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 2025-08-11 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 - Primary Health Properties 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 share dealings (purchases and sales) by Rathbones Group Plc in relation to Primary Health Properties Plc. This type of filing is a mandatory regulatory disclosure regarding major shareholding changes and market activity during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-08-11 English
Form 8.3 - Life Science REIT Plc
Major Shareholding Notification Classification · 97% 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. This specific form is used to report major shareholding changes and dealings during a takeover period. While it involves shareholdings, it is distinct from a standard 'Major Shareholding Notification' (MRQ) because it is specifically tied to the Takeover Code's Rule 8.3 disclosure requirements. Given the specific regulatory nature of this disclosure, it falls under the 'Major Shareholding Notification' category as it reports significant ownership and dealings.
2025-08-11 English
Form 8.3 - Empiric Student Property Plc
Major Shareholding Notification Classification · 96% 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 share dealings and positions by Rathbones Group Plc in relation to Empiric Student Property Plc. Since this is a notification of significant shareholding changes related to a takeover/M&A context, it falls under the 'Major Shareholding Notification' category.
2025-08-11 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 of an offeror or offeree company. This specific document details shareholdings and dealings by Rathbones Group Plc in Warehouse REIT Plc. Since this is a notification of significant shareholding changes related to a takeover/merger context, it falls under the 'Major Shareholding Notification' category.
2025-08-08 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 relation to 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 during takeover activity.
2025-08-08 English
Form 8.3 - Primary Health Properties 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 offer period. It details shareholdings, dealings (purchases/sales), and positions in the securities of an offeror/offeree. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it tracks significant ownership and changes in holdings related to takeover activity.
2025-08-08 English

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