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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 2025-07-15 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 - Life Science REIT Plc
Major Shareholding Notification Classification · 96% confidence The document explicitly references 'Rule 8.3 of the Takeover Code' and is titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This structure is characteristic of mandatory disclosures related to takeover activity, specifically concerning director/insider dealings or major shareholdings during a bid process. While it involves director/insider activity (similar to DIRS), the context is strictly governed by the Takeover Code disclosure rules (Rule 8.3), which mandates reporting personal share transactions by significant stakeholders during a takeover scenario. This specific disclosure type, focusing on interests in relevant securities during a takeover, is best categorized under Director's Dealing (DIRS) as it reports personal transactions by an entity (Rathbones Group Plc) that holds a significant stake, which aligns with the spirit of insider/major shareholder transaction reporting, even if the specific rule is unique to takeover regulation. Given the options, DIRS is the closest fit for reporting personal security transactions/holdings by an interested party, although it is a very specific type of insider filing.
2025-07-15 English
Form 8.3 - Warehouse REIT Plc
Major Shareholding Notification Classification · 96% confidence The document explicitly references 'Rule 8.3 of the Takeover Code (the “Code”)' and is titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This structure and terminology are characteristic of mandatory disclosures related to takeover activity, specifically insider dealing or significant stake changes during a bid process, which falls under the scope of Director's Dealing or related insider transaction reporting, although the specific context here is a Takeover Code disclosure rather than a standard SEC insider form (like Form 3/4/5). Among the provided codes, 'Director's Dealing (DIRS)' is the closest fit for reporting personal share transactions by executives/insiders, even though this specific form relates to the UK Takeover Code rather than standard US insider filings. Given the content details transactions and holdings related to an offeror/offeree (Warehouse REIT Plc), it is fundamentally a disclosure of insider/significant shareholder activity.
2025-07-15 English
Form 8.3 - Tritax Big Box Reit Plc
Director's Dealing Classification · 98% confidence The document explicitly references 'Rule 8.3 of the Takeover Code' and is titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This structure is characteristic of insider dealing or significant shareholding disclosures made during a takeover situation, which falls under the category of Director's Dealing (DIRS) or, more broadly, a specific regulatory filing related to ownership changes. Since the definitions provided include 'Director's Dealing (Code: DIRS)' for 'Report of personal share transactions by company directors and executives (insider trades)', and this document details share ownership and transactions by Rathbones Group Plc concerning Tritax Big Box REIT Plc (likely in the context of a takeover bid mentioned by the reference to the Takeover Code), DIRS is the most appropriate specific classification for insider/significant shareholder transaction reporting. It is not a general 10-K, ER, or IR, but a specific disclosure form.
2025-07-15 English
Form 8.3 - Primary Health Properties Plc
M&A Activity Classification · 98% confidence The document is explicitly titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code (the “Code”)'. This structure is characteristic of mandatory disclosures made during a takeover or merger situation, specifically detailing insider/significant shareholder holdings and transactions related to an offeror/offeree (Primary Health Properties Plc). This type of filing relates directly to M&A activity and associated regulatory requirements, fitting best under the 'Takeover Activity Report' category, which is mapped to 'TAR'. It is not a general Director's Dealing (DIRS) as it is specifically tied to a takeover code disclosure.
2025-07-15 English
Form 8.3 - Empiric Student Property Plc
Major Shareholding Notification Classification · 97% confidence The document explicitly references 'Rule 8.3 of the Takeover Code' and is titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This structure and content are characteristic of insider dealing disclosures made during a takeover situation, specifically related to director/insider transactions or major shareholding changes in the context of an offer. While it involves director/insider activity (like DIRS), the specific context of the Takeover Code Rule 8.3 disclosure strongly aligns with reporting changes in significant share ownership during a bid process. Among the provided codes, 'Major Shareholding Notification' (MRQ) is the closest fit for reporting changes in ownership above a threshold (1% threshold mentioned), although this specific form is unique to takeover rules. Given the options, 'DIRS' (Director's Dealing) covers insider transactions, and 'MRQ' covers major shareholding changes. Since this is a disclosure by a person with interests representing 1% or more during a potential offer (Empiric Student Property Plc), it is fundamentally a major shareholding disclosure related to the offer. However, the closest general category for personal share transactions by executives/insiders is DIRS. Given the context of the Takeover Code, which mandates these disclosures when crossing ownership thresholds (1% or more), MRQ (Major Shareholding Notification) is a strong candidate, but DIRS specifically covers 'Report of personal share transactions by company directors and executives (insider trades)'. Since Rathbones Group Plc is disclosing its position and dealings, and this is a mandatory disclosure under takeover rules for significant holders, it falls under the umbrella of significant ownership changes. In many classification schemes, takeover-related ownership disclosures are often grouped with major shareholding notifications. I will classify this as DIRS as it details the holdings and dealings of a specific entity (Rathbones Group Plc) which acts as an insider/major holder in relation to the target company, which is the core function of DIRS/insider reporting, even if the specific form is Rule 8.3.
2025-07-15 English
Form 8.3 - Assura Plc
Major Shareholding Notification Classification · 97% confidence The document explicitly references 'Rule 8.3 of the Takeover Code' and is titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This structure and terminology are characteristic of mandatory disclosures related to takeover activity, specifically insider dealing or major shareholder position disclosures during a bid process, which falls under the scope of Director's Dealing or related regulatory filings concerning transactions by parties involved in an offer. Since the document details the interests and dealings of Rathbones Group Plc concerning Assura Plc (the offeree) under the Takeover Code, it is a specific type of insider transaction report. Among the provided codes, 'DIRS' (Director's Dealing) is the closest fit for reporting personal/insider share transactions, although this specific form relates to a substantial shareholder's position during a takeover. Given the context of dealing disclosure by an interested party under the Takeover Code, 'DIRS' is the most appropriate classification for insider transaction reporting, even if it's not strictly a director.
2025-07-15 English

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