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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 3,783 across all filing types
Latest filing 2026-06-08 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 · 82% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, showing an entity’s shareholding and subsequent sales in a target when exceeding a regulatory threshold. This is a notification of a significant shareholding and changes thereto, matching the “Major Shareholding Notification” category (MRQ).
2026-06-08 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT 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 recent dealings by Rathbones Group Plc in the shares of LondonMetric and Schroder REIT. It is not an annual or interim report, earnings release, or board change notice, but a mandatory threshold notification of large shareholding positions and dealings. This matches the definition of a Major Shareholding Notification (MRQ).
2026-06-08 English
Form 8.3 - Advanced Medical Solutions Group
Regulatory Filings Classification · 92% confidence The document is a UK Takeover Code Rule 8.3 Public Opening Position/Dealing Disclosure by Rathbones Group Plc in relation to Advanced Medical Solutions Group plc. It is a regulatory announcement filed to the National Storage Mechanism (RNS) detailing a 6.37% stake and recent sale. It does not contain financial statements, proxy materials, or management commentary; it is not a director’s insider trade (the discloser is an institutional investor, not a director), nor a threshold notification under MAR in the standard form. Thus it fits the general Regulatory Filings (RNS) category.
2026-06-08 English
Form 8.3 - Picton Property Income Limited
Major Shareholding Notification Classification · 92% confidence The document is a Rule 8.3 Takeover Code public opening position/dealing disclosure by a person holding 1%+ of relevant securities, detailing share interests and transactions. This aligns with a Major Shareholding Notification rather than a director insider trade or a regulatory announcement. Therefore, it should be classified as MRQ (Major Shareholding Notification).
2026-06-05 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT
Major Shareholding Notification Classification · 85% confidence The document is a Rule 8.3 public opening position and subsequent dealing disclosure under the UK Takeover Code showing interests and transactions in relevant securities representing 1%+ of issued share capital. This is not a management or earnings report, nor an annual or interim statement, but a regulatory notification of shareholding levels and trades by a shareholder. It fits the definition of a major shareholding notification (crossing thresholds).
2026-06-05 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 85% confidence The document is a UK Takeover Code Rule 8.3 “Public Opening Position Disclosure/Dealing Disclosure” form, filed by Rathbones Group plc to disclose its interest (6.37%) and recent disposals in Advanced Medical Solutions Group plc shares. It is not an annual report, earnings release or AGM material but a regulatory disclosure of a significant shareholding and related share transactions. This corresponds to a major shareholding notification rather than a corporate financial report, insider director trade, or capital-raising announcement.
2026-06-05 English

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