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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 3,766 across all filing types
Latest filing 2026-04-29 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 - Picton Property Income Limited
Major Shareholding Notification Classification · 78% confidence The document is a Rule 8.3 Takeover Code public opening position/dealing disclosure by a person or entity holding 1% or more of a company’s securities. It is not an AGM material, full financial report, earnings release, nor a simple notice of publication. Rather it is a detailed major shareholding notification including buy and sell transactions. This aligns with category “Major Shareholding Notification” (MRQ).
2026-04-29 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 87% confidence The document is a Rule 8.3 Takeover Code public opening position/dealing disclosure by a person holding 1%+ of relevant securities. It provides detailed shareholding percentages and trades by Rathbones Group Plc in LondonMetric Property plc and Schroder Real Estate Investment Trust. This is not an earnings release, annual report, or director dealing, but a Major Shareholding Notification under UK takeover rules.
2026-04-29 English
Form 8.3 - Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 85% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, reporting that Rathbones Group Plc holds 1.34% of Bluefield Solar Income Fund Ltd’s shares (crossing the 1% threshold). This aligns with a major shareholding notification rather than a director dealing report (DIRS) or other categories. Therefore, it should be classified as MRQ (Major Shareholding Notification).
2026-04-29 English
Form 8.3 - Augmentum Fintech Plc
Major Shareholding Notification Classification · 93% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, showing a person with interests in relevant securities representing 1% or more, along with details of subsequent dealings. This is a notification of a major shareholding and related transactions by a shareholder (not an insider director trade), fitting the “Major Shareholding Notification” category.
2026-04-29 English
Form 8.3 - Advanced Medical Solutions Group
Director's Dealing Classification · 95% confidence The document is a Rule 8.3 public opening position/disclosure under the UK Takeover Code showing shareholdings and sales by a person with interests ≥1% (Rathbones Group Plc) in Advanced Medical Solutions Group plc. It details insider share transactions (purchases/sales) and holdings disclosures. This matches the definition of Director’s Dealing (insider personal share transactions).
2026-04-29 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 85% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing a shareholder’s interests in relevant securities representing over 1% and subsequent dealings. It is not a director insider trade but a threshold shareholding filing. This aligns with our “Major Shareholding Notification” category (MRQ).
2026-04-28 English

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