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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 3,761 across all filing types
Latest filing 2026-04-22 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 - LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 85% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, showing shareholdings and trades by a person with interests of 1% or more in relevant securities. This corresponds to a Major Shareholding Notification rather than director-specific trades or a corporate report. Therefore, it fits the “Major Shareholding Notification” category (MRQ).
2026-04-22 English
Form 8.3 - Augmentum Fintech Plc
Major Shareholding Notification Classification · 98% confidence The document is a Rule 8.3 Takeover Code public opening position/dealing disclosure by a shareholder with over 1% interests in Augmentum Fintech Plc. It details share positions and a sale. This is not an internal company report but a regulatory disclosure of a significant shareholding change, matching Major Shareholding Notification (MRQ).
2026-04-22 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 95% confidence The document is a public opening position/disclosure under Rule 8.3 of the UK Takeover Code, detailing interests and dealings by a person in securities representing 1% or more of the company’s share capital. This is a shareholding threshold disclosure, matching the definition of Major Shareholding Notification (crossing thresholds).
2026-04-22 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 91% confidence The document is a Rule 8.3 disclosure under the UK Takeover Code, showing an opening position and subsequent dealing by an institutional holder (Rathbones Group Plc) in Picton Property Income Limited shares. This is a notification of a major shareholding (over 1%) and related transactions, fitting the “Major Shareholding Notification” category. It is not a full annual report, earnings release, board change, or regulatory announcement about an upcoming report; rather it is a direct disclosure of share interests and dealings. Therefore, the correct classification is MRQ.
2026-04-21 English
Correction: Form 8.3 - LondonMetric Property Plc & Schroder REIT Limited
Regulatory Filings Classification · 85% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, lodged via a Regulatory Information Service. It details shareholdings and transactions by Rathbones Group Plc in target companies. This is not an AGM pack, annual report, earnings release or a director’s insider trade report, nor is it a dividend or M&A announcement. It is a regulatory announcement of share dealings by a major shareholder and therefore falls into the fallback category of a general regulatory filing (RNS).
2026-04-21 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT Limited
Major Shareholding Notification Classification · 85% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, detailing an institutional shareholder’s existing interest (6.59%) and sale of shares in Advanced Medical Solutions Group plc. This is a notification of a change in significant share ownership levels (crossing reporting thresholds), which corresponds to “Major Shareholding Notification” (Code: MRQ).
2026-04-21 English

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