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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 2026-06-01 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 · 94% confidence The document is a Rule 8.3 Takeover Code public opening position and dealing disclosure by a person holding 1%+ of relevant securities, detailing shareholding percentages and trades. This aligns with a major shareholding notification (threshold disclosure), not a director insider trade. Therefore it is classified as MRQ.
2026-06-01 English
Form 8.3 LondonMetric Property Plc & Schroder REIT
Major Shareholding Notification Classification · 86% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code by a person (Rathbones Group Plc) holding 1%+ in relevant securities. It details shareholding levels and transactions—i.e., a notification of significant share ownership levels crossing thresholds. This matches the Major Shareholding Notification category.
2026-06-01 English
Form 8.3 Bluefield Solar Income Fund Ltd.
Major Shareholding Notification Classification · 95% confidence The document is a Rule 8.3 public opening position/dealing disclosure under the UK Takeover Code, reporting an institutional investor’s 1%+ holding and subsequent trades in Bluefield Solar Income Fund Ltd shares. This clearly matches a major shareholding notification (crossing thresholds) rather than an earnings release, management announcement, or AGM material. Hence, it should be classified as code MRQ.
2026-06-01 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 92% confidence The document is a UK Takeover Code Rule 8.3 ‘public opening position disclosure’ showing interests and dealings by a person (Rathbones Group Plc) holding over 1% of relevant securities in Advanced Medical Solutions Group plc. This is a major shareholding notification rather than an internal director’s deal or formal annual report. It reports share ownership thresholds and trading details, fitting the Major Shareholding Notification category.
2026-06-01 English
Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 93% confidence The document is an RNS disclosure under DTR 5.6.1 notifying the market of the total voting rights and issued share capital as at a specific date. This is a Voting Rights Announcement rather than a full financial report or other category.
2026-06-01 English
Form 8.3 Picton Property Income Limited
Major Shareholding Notification Classification · 85% confidence The document is a Form 8.3 public opening position/dealing disclosure under Rule 8.3 of the UK Takeover Code, showing a person’s interests in relevant securities representing 1% or more and detailing subsequent dealings. This is not a corporate annual/quarterly report, call transcript, or dividend notice. It is a notification of a significant shareholding position and related transactions, so it best fits the “Major Shareholding Notification” category (MRQ).
2026-05-29 English

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