360 ONE WAM has formalized a strategic alliance with UBS AG to broaden the reach of wealth management services. A collaboration services agreement, executed on November 4, 2025, sets the framework for cross-border client referrals. This collaboration combines 360 ONE’s local expertise with UBS’s global wealth management capabilities, with UBS managing US$6.9 trillion of invested assets as of Q4 2024, offering clients enhanced access to wealth management solutions.
Collaboration Agreement Executed
360 ONE WAM Limited and UBS AG have entered into a strategic collaboration. The parties executed the collaboration services agreement on November 4, 2025 to record the overall framework for the conduct of cross-border client referrals. This follows an initial announcement regarding the term sheet on April 22, 2025.
Strategic Focus and Benefits
The collaboration seeks to leverage the strengths of both entities, combining 360 ONE’s domestic market presence with UBS AG’s global wealth management capabilities. This is expected to deliver enhanced benefits to clients by enabling access to a broader spectrum of wealth management solutions. The collaboration involves cross-border referrals of clients on a reverse solicitation basis, to make wealth management solutions available.
UBS AG Overview
UBS is a leading global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages US$6.9 trillion of invested assets as per Q4 2024.
360 ONE WAM Details
360 ONE WAM is one of the leading wealth and asset management firms in India. It serves over 7,500 relevant families, including Ultra-High-Net-Worth Individuals (UHNIs) and HNIs. The company manages aggregate assets exceeding INR 5,79,000 crores (approximately USD 68 billion) as of Dec-2024. 360 ONE Wealth specialises in empowering ultra-high-net-worth individuals and families to manage, protect, and grow their wealth and legacy.
Source: BSE
