360 ONE WAM and UBS AG Forge Global Wealth Management Alliance

Strategic Synergy To Elevate Client Experience

360 ONE WAM Ltd., one of India’s leading independent wealth and asset management firms, has signed a Collaboration Services Agreement with UBS AG, marking a significant step in global wealth management integration. The alliance is designed to facilitate cross-border client referrals and offer enriched financial solutions to domestic and global Indian clients.

The collaboration leverages UBS’s global reach and $6.9 trillion in invested assets alongside 360 ONE’s deep local expertise and ₹5.79 lakh crore in assets under management. The agreement includes a revenue-sharing model based on client onboarding and aims to streamline advisory services across jurisdictions.

Important points:

• Exclusive strategic collaboration signed between 360 ONE WAM Ltd. and UBS AG
• Focus on cross-border client referrals and integrated wealth management services
• Revenue-sharing arrangement tied to client onboarding and advisory delivery
• Combines UBS’s global capabilities with 360 ONE’s domestic market strength
• Enhances service offerings for high-net-worth individuals across India and abroad
   

Sources: ScanX News, UBS Global Media Releases, FutureSense India.