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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 2025-08-01 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 - 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. It details shareholdings, dealings (purchases/sales), and derivative positions. This specific type of disclosure is categorized as a Major Shareholding Notification (MRQ) as it relates to the reporting of significant share ownership and changes therein during a takeover context.
2025-08-01 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) in the provided schema, as it tracks significant ownership changes and dealings during a takeover scenario.
2025-08-01 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 of an offeror or offeree company. It details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in Primary Health Properties Plc. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it tracks significant ownership thresholds and changes in interest.
2025-08-01 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 form details shareholdings and recent dealings (purchases/sales) by Rathbones Group Plc in relation to Empiric Student Property Plc. Since this is a notification of significant shareholding changes and dealings related to a takeover/offer situation, it falls under the 'Major Shareholding Notification' category.
2025-08-01 English
Form 8.3 - Assura 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 (purchases/sales) by Rathbones Group Plc in relation to Assura Plc. This type of filing is a 'Major Shareholding Notification' as it tracks significant ownership levels and changes during a takeover period.
2025-08-01 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 specific form details shareholdings and dealings in Apax Global Alpha Limited by Rathbones Group Plc. Since this is a mandatory regulatory disclosure regarding major shareholding interests and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2025-08-01 English

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