Barclays Considers Acquisition of Evelyn Partners to Target Wealthy Clients
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 08 2025
0mins
Source: NASDAQ.COM
Barclays' Potential Takeover: Barclays PLC is considering a bid for Evelyn Partners, a major UK wealth manager, with a formal offer expected by December 10, 2023, as part of a competitive sale process valued at over £2.5 billion.
Interest from Competitors: Other financial institutions, including NatWest, Royal Bank of Canada, and Lloyds Banking Group, are also exploring bids for Evelyn Partners, although no guarantees of bids or transactions have been confirmed.
Growth Strategy in Wealth Management: Barclays aims to expand its Private Banking and Wealth Management segment by hiring up to 100 advisers and targeting approximately 4 million UK customers with investable assets between £250,000 and £3 million.
Financial Performance: The Private Bank and Wealth Management segment reported a 7.7% income growth year-over-year, totaling £1.03 billion for the nine months ending September 30, 2025, with a notable increase in attributable profit.
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Analyst Views on BCS
About BCS
Barclays PLC is a diversified bank with five divisions comprising Barclays UK, Barclays UK Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank and Barclays US Consumer Bank. The Barclays UK division represents businesses that sit within the United Kingdom ring-fenced bank, Barclays Bank UK PLC and its subsidiaries, and comprises Personal Banking, UK Business Banking and Barclaycard Consumer UK. The Barclays UK Corporate Bank division offers lending, trade and working capital, liquidity, payments, and FX solutions for corporate clients. Barclays Private Bank and Wealth Management division comprises the Private Bank, Wealth Management, and Investments businesses. Barclays Investment Bank division incorporates the Global Markets, Investment Banking, and International Corporate Banking businesses. Barclays US Consumer Bank division represents the United States credit card business, focused on the partnership market, as well as an online deposit franchise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stock Price Decline: On February 27, 2026, Barclays' stock fell by 3.99% to close at $24.28 per share due to the sudden collapse of Market Financial Solutions Ltd amid fraud allegations, resulting in significant investor losses.
- Transaction Blocking: Reports on March 2, 2026, revealed that Barclays blocked transactions linked to Market Financial Solutions months before its collapse, with potential collateral shortfalls estimated at £930 million, raising further concerns about the bank's financial stability.
- Regulatory Scrutiny: On March 6, 2026, the Bank of England's Prudential Regulation Authority expressed concerns over insufficient risk assessments and due diligence by Barclays regarding Market Financial Solutions and its affiliates, leading to another stock price drop of 2.54% to $21.86 per share, further harming investors.
See More
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- Compensation Opportunity: Investors who purchased Barclays securities may be eligible for compensation through a contingency fee arrangement, as Rosen Law Firm prepares a class action to recover investor losses.
- Market Reaction: Concerns over Barclays' £600 million ($809.70 million) exposure to the collapsed UK mortgage provider Market Financial Solutions Ltd (MFS) led to a 3.99% drop in Barclays American Depositary Shares on February 27, 2026, followed by a 2.3% decline on March 2, 2026.
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See More
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- Oil Price Surge: Since the U.S. and Israel launched attacks on Iran, Brent crude has risen over 25% to more than $93 per barrel, while WTI has surged 35% to over $91, indicating the direct impact of geopolitical tensions on the market.
- Supply Chain Risks: Iran produces about 3.5 million barrels of oil per day, roughly 4% of global output, and if production halts due to the war, it will significantly impact global supply, particularly through the Strait of Hormuz, where shipments are down about 90%.
- Market Reaction Lag: Despite soaring oil prices, major oil companies like ConocoPhillips, Chevron, and ExxonMobil have seen only modest stock price increases, reflecting a lack of investor optimism regarding sustained high oil prices and concerns over future supply recovery.
- Long-Term Outlook: While oil prices may continue to rise in the short term, the three major oil companies expect robust cash flow growth through 2030 at an average oil price of around $70 per barrel, indicating a positive long-term investment outlook despite current market uncertainties.
See More
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- Supply Chain Risks: Iran produces about 3.5 million barrels of oil daily, roughly 4% of global output, and its production constraints due to the war could significantly affect global supply, particularly through the Strait of Hormuz, which handles about 20% of the world's oil supply.
- Muted Market Response: Despite soaring oil prices, major oil companies like ConocoPhillips, Chevron, and ExxonMobil have seen only modest stock price increases, reflecting a lack of investor optimism regarding sustained high oil prices and concerns over future supply recovery.
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- Increased Dividend Yield: With the current share price at $22.43, Barclays' annualized dividend of $0.61 translates to a 2.72% yield, attracting attention from dividend investors seeking higher returns.
- Market Comparison Analysis: Compared to the average RSI of 45.0 for covered dividend stocks, Barclays' low RSI suggests that its stock price may be undervalued, potentially providing investors with a better entry point to capture future price rebounds.
- Dividend History Consideration: Although dividends are not always predictable, analyzing Barclays' dividend history can help investors assess the likelihood of the recent dividend being sustained, thereby influencing their investment decisions.
See More
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- Investigation Launched: Rosen Law Firm has initiated an investigation into Barclays (NYSE:BCS) due to allegations of potentially misleading business information issued to the investing public, which could result in significant losses for shareholders if proven true.
- Compensation Opportunity: Investors who purchased Barclays securities may be entitled to compensation without any out-of-pocket costs, as Rosen Law Firm prepares a class action to recover investor losses.
- Market Reaction: Following news of Barclays' £600 million ($809.7 million) exposure to Market Financial Solutions Ltd, Barclays American Depositary Shares (ADS) fell by 3.99% on February 27, 2026, and dropped another 2.3% on March 2, 2026, reflecting investor concerns.
- Law Firm's Advantage: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, demonstrating its strong track record and expertise in handling such cases, which enhances its credibility among potential clients.
See More
