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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 2025-07-31 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. This specific document details shareholdings and recent dealings by Rathbones Group Plc in Apax Global Alpha Limited. 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.
2025-07-31 English
Rathbones Group Plc – Interim Accounts 2025
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Rathbones Group Plc Interim accounts, 30 June 2025' and contains comprehensive financial statements, including an Interim Statement of Comprehensive Income and an Interim Statement of Financial Position, along with detailed notes to the accounts. It is not an announcement or a summary, but the actual interim financial report for the six-month period ending 30 June 2025. Therefore, it fits the definition of an Interim / Quarterly Report (IR). H1 2025
2025-07-30 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 form details shareholdings and dealings in Warehouse REIT Plc by Rathbones Group Plc. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the 'Major Shareholding Notification' category.
2025-07-30 English
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 during an M&A transaction. It details shareholdings and dealings in 'The Unite Group Plc' by 'Rathbones Group Plc'. This type of filing is specifically used to report major shareholding changes or dealings in the context of a takeover, which falls under the 'Major Shareholding Notification' category.
2025-07-30 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. This specific form details shareholdings and dealings in Tritax Big Box REIT Plc by Rathbones Group Plc. This type of filing is a 'Major Shareholding Notification' as it reports significant ownership levels and changes therein during a takeover period.
2025-07-30 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 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) as it tracks significant ownership changes and market activity related to takeover situations.
2025-07-30 English

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