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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 3,787 across all filing types
Latest filing 2025-08-05 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 mandatory regulatory filing under the UK Takeover Code. It details the shareholding positions and dealings of a major shareholder (Rathbones Group Plc) in relation to an offeror/offeree (Primary Health Properties Plc). This type of document is specifically designed to notify the market of significant shareholding changes and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-08-05 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. It details shareholdings, dealings, and positions in Life Science REIT Plc by Rathbones Group Plc. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership levels and changes therein during takeover scenarios.
2025-08-05 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 during an M&A transaction. It details shareholdings and dealings in Empiric Student Property Plc by Rathbones Group Plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (Form 8.3) regarding a change in interest levels during an offer period, which fits the MRQ category.
2025-08-05 English
Form 8.3 - Assura Plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more of an offeror or offeree company (in this case, Rathbones Group Plc disclosing interests in Assura Plc). This type of document is specifically designed to report major shareholding changes and market dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2025-08-05 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. This document specifically details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to Apax Global Alpha Limited. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes in interest during a takeover scenario.
2025-08-05 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of share transactions by Persons Discharging Managerial Responsibilities (PDMRs), specifically detailing the acquisition of partnership and matching shares under a company share incentive plan. It follows the standard UK Market Abuse Regulation (MAR) disclosure format for director/executive dealings. This aligns perfectly with the 'Director's Dealing' (DIRS) category.
2025-08-05 English

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