Company Rathbones Group Plc

Equities

RAT

GB0002148343

Investment Management & Fund Operators

Market Closed - London S.E. 16:35:20 22/04/2024 BST 5-day change 1st Jan Change
1,594 GBX +2.05% Intraday chart for Rathbones Group Plc +0.50% -8.50%

Business Summary

Rathbones Group Plc is a United Kingdom-based provider of investment and wealth management services for private clients, charities, trustees and professional partners. The Company's segments include investment management and funds. Within investment management segment, the Company has several specialist capabilities, such as charities and not-for-profit organizations; its specialist ethical arm, Rathbone Greenbank Investments; personal injury and court of protection, and Rathbone Investment Management International. The Company, through Rathbone Financial Planning, Saunderson House Limited and Vision Independent Financial Planning, provides financial planning and advisory services. It also offers United Kingdom trust, tax and legal services through the Rathbone Trust Company. Its complementary services include unitized portfolio, managed portfolio, Rathbone Select Portfolio and banking and loan services. Its Rathbone Unit Trust Management is a United Kingdom active fund manager.

Number of employees: 3,500

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment Management
88.2 %
393 86.2 % 504 88.2 % +28.24%
Asset Management
11.8 %
63 13.8 % 67 11.8 % +6.75%

Sales per region

GBP in Million2022Weight2023Weight Delta
United Kingdom
96.9 %
442 97.0 % 553 96.9 % +25.21%
Channel Islands
3.1 %
14 3.0 % 18 3.1 % +27.87%

Managers

Managers TitleAgeSince
Chief Executive Officer 59 23/09/08
Director of Finance/CFO 52 12-30
Chief Operating Officer - 31/03/20
Chief Investment Officer 59 31/03/94
Public Communications Contact - 31/03/16
Investor Relations Contact - -
Corporate Officer/Principal - 31/01/08
Sales & Marketing - 31/12/99
Corporate Officer/Principal - -
Human Resources Officer - 30/04/21

Members of the board

Members of the board TitleAgeSince
Director/Board Member 53 20/09/23
Chairman 66 11/01/21
Director/Board Member 53 04/10/21
Director/Board Member 53 20/01/15
Chief Executive Officer 59 23/09/08
Human Resources Officer - 31/03/19
Director/Board Member - 01/07/18
Director/Board Member - 04/10/21

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 95,157,593 55,668,875 ( 58.50 %) 4,443,517 ( 4.670 %) 58.50 %

Shareholders

NameEquities%Valuation
Ninety One UK Ltd.
29.86 %
27,056,000 29.86 % 529 M p
Rathbones Investment Management Ltd.
5.400 %
4,894,000 5.400 % 96 M p
Fidelity Management & Research Co. LLC
5.070 %
4,595,026 5.070 % 90 M p
Lindsell Train Ltd.
4.994 %
4,525,500 4.994 % 88 M p
Rathbone Brothers Plc Employee Share Trust
4.178 %
3,786,182 4.178 % 74 M p
Aviva Investors Global Services Ltd.
3.419 %
3,098,091 3.419 % 61 M p
The Vanguard Group, Inc.
2.387 %
2,163,077 2.387 % 42 M p
Martin Currie Investment Management Ltd.
2.168 %
1,964,716 2.168 % 38 M p
abrdn Alternative Investments Ltd.
2.013 %
1,824,431 2.013 % 36 M p
Aberforth Partners LLP
1.892 %
1,715,021 1.892 % 34 M p

Holdings

NameEquities%Valuation
3,027,214 0.04% 1,273,609,474 $
3,138,834 0.20% 875,985,793 $
4,404,842 0.04% 794,545,400 $
3,998,296 0.07% 603,462,815 $
3,084,224 0.02% 528,882,732 $
562,695 0.02% 508,428,694 $
2,434,170 0.08% 487,564,251 $
923,723 0.07% 388,443,996 $
617,320 0.16% 358,792,557 $
5,603,044 0.13% 342,794,232 $

Company contact information

Rathbones Group Plc

8 Finsbury Circus

EC2M 7AZ, London

+44 20 7399 0000

http://www.rathbones.com
address Rathbones Group Plc(RAT)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
Investment Managers
Investment Managers
Investment Managers
Rathbone Luxembourg Funds SICAV
Regional Banks

Sales per Business

Sales per region

Trading Rating
Investor Rating
ESG Refinitiv
B+
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
10
Last Close Price
15.62 GBP
Average target price
20.17 GBP
Spread / Average Target
+29.10%
Consensus

Quarterly revenue - Rate of surprise

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