Rathbones Group Plc: insider trades · United Kingdom · RNS (LSE)

About Rathbones Group Plc

Rathbones Group Plc is one of the leading wealth management businesses in the United Kingdom and is listed on the London Stock Exchange (FTSE 100/250/AIM) under the ticker RAT.L. The company traces its roots back to 1742, when it began in Liverpool as a family timber merchant, before evolving over time into a dedicated wealth manager and, from 1912, focusing entirely on managing clients’ wealth. Today, the group is headquartered in London, United Kingdom, and operates through a network of more than 20 offices across the UK and the Channel Islands. For international investors, Rathbones stands out as a full-service wealth and investment manager with a long operating history, strong brand recognition and a client-centric model. Rathbones’ business is built around two complementary pillars: Wealth Management and Asset Management. The Wealth Management division serves private clients, families, charities, trustees and professional partners through discretionary portfolio management, financial planning, trust and company management, tax planning and broader long-term wealth solutions. This is a relationship-driven business designed to support clients across market cycles and life stages. The Asset Management arm provides actively managed funds and strategies across a range of asset classes, including equities, fixed income, multi-asset solutions and sustainable or ethical investing mandates. Rathbones also highlights its Greenbank platform, which is dedicated to responsible and sustainable investment management. From a competitive standpoint, Rathbones is positioned among the UK’s largest listed wealth managers. Its appeal comes from a combination of personal advice, in-house investment capability and integrated planning services, which helps differentiate it from more commoditised investment platforms. A major strategic milestone was the combination with Investec Wealth & Investment (UK), completed in 2023, which expanded its discretionary capabilities and strengthened its scale in the UK market. Recent public disclosures indicate client assets of £115.6 billion as of January 2026; this is a snapshot rather than a permanent metric, but it underlines the breadth of the franchise. Recent developments have been material. In February 2026, Rathbones released its FY2025 preliminary results, highlighting the continued integration of Investec Wealth & Investment (UK), the launch of the group’s first share buyback programme and the appointment of Jonathan Sorrell as CEO. The company also emphasised a refreshed strategic agenda focused on growth, operating efficiency, client outcomes and greater use of AI tools in core workflows. More recent May 2026 RNS announcements have included recurring PDMR/shareholding notifications and the result of the AGM, reflecting standard listed-company governance activity. Overall, Rathbones offers exposure to the UK wealth-management cycle, with a historic franchise, diversified client base and a strategy centred on scale, disciplined investment management and operational simplification.