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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 2026-04-20 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 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 92% confidence The document is a Form 8.3 taken from the UK Takeover Code, titled “PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE.” This is a statutory disclosure of a substantial shareholding (6.59%) by Rathbones Group Plc in Advanced Medical Solutions Group plc under Rule 8.3 of the Takeover Code. Such filings are notifications of significant share ownership changes crossing the 1% threshold, matching the definition for Major Shareholding Notification (MRQ).
2026-04-20 English
Form 8.3 LondonMetric & Schroder REIT
Major Shareholding Notification Classification · 92% confidence The document is a UK Takeover Code Rule 8.3 ‘opening position’ and dealing disclosure by a person holding ≥1% of relevant securities. It details share interests and transactions by Rathbones Group Plc in LondonMetric Property plc and Schroder REIT securities. This is neither an earnings release, regulatory announcement of a report, nor a management or AGM presentation, but rather a public notification of significant shareholding changes. Therefore, it best fits the Major Shareholding Notification category (MRQ).
2026-04-17 English
Form 8.3 Picton Property Income Limited
Major Shareholding Notification Classification · 90% confidence The document is a UK Takeover Code Rule 8.3 public opening position/dealing disclosure by a substantial shareholder (over 1%) in Picton Property Income Limited, detailing share interests and transactions. This falls under notifications of significant share ownership levels (crossing thresholds) rather than an internal board, earnings, proxy, or AGM material. Thus it matches the “Major Shareholding Notification” category (MRQ).
2026-04-17 English
Form 8.3 British Land Co plc
Director's Dealing Classification · 95% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code by a person with interests of 1% or more in relevant securities, detailing share holdings and transactions. This falls squarely under insider share transactions reporting, matching the ‘Director’s Dealing’ category (Code: DIRS).
2026-04-17 English
Form 8.3 Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 92% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, showing interests and dealings by a person holding 1% or more of the target’s shares. It is not an AGM material, earnings release, or management report but a regulatory notification of significant shareholding crossing the 1% threshold. This aligns with the Major Shareholding Notification category (MRQ).
2026-04-17 English
Form 8.3 Picton Property Income Limited
Major Shareholding Notification Classification · 90% confidence The document is a Rule 8.3 public opening position and dealing disclosure under the UK Takeover Code by Rathbones Group Plc for its <1% shareholding in Picton Property Income Limited. This is a regulatory notification of a significant share ownership level (over 1%) and subsequent share dealings, matching the definition of a Major Shareholding Notification (MRQ).
2026-04-13 English

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