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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 3,787 across all filing types
Latest filing 2026-06-09 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 · 90% confidence The document is a UK Takeover Code Rule 8.3 public opening position disclosure by a person with interests in relevant securities representing 1% or more. It provides details of shareholdings and dealings to notify crossing a threshold. This matches a Major Shareholding Notification rather than insider director trades or other filing types.
2026-06-09 English
Form 8.3 - Bluefield Solar Income Fund Ltd
Major Shareholding Notification Classification · 55% confidence The document is a public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code by a person holding 1% or more in a target/offeree. It details existing share interests (1.26%) and a share sale transaction. This aligns with a major shareholding notification (threshold disclosure) rather than a director insider trade or standard financial report.
2026-06-09 English
Form 8.3 - Advanced Medical Solutions Group
Major Shareholding Notification Classification · 92% confidence The document is a Rule 8.3 public opening position disclosure under the UK Takeover Code, detailing a person’s >1% holding and related share dealings in Advanced Medical Solutions Group plc. This is a notification of a significant shareholding position and changes, fitting the Major Shareholding Notification category (MRQ).
2026-06-09 English
Form 8.3 - LondonMetric Property Plc & Schroder REIT Ltd
Major Shareholding Notification Classification · 94% confidence The document is a public opening position disclosure under Rule 8.3 of the UK Takeover Code, detailing a 1%+ shareholding and related dealings by Rathbones Group plc in the securities of LondonMetric Property plc and Schroder Real Estate Investment Trust. This is a notification of a significant shareholding crossing thresholds, fitting the Major Shareholding Notification category (MRQ).
2026-06-09 English
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

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