360 ONE WAM (360 ONE) has signed an exclusive strategic collaboration with UBS, a wealth manager and universal banking firm headquartered in Switzerland.
This exclusive strategic collaboration combines 360 ONE’s local knowledge and reach with UBS’s global and regional expertise to deliver enhanced benefits to clients.
As part of this collaboration, it is proposed that clients from both institutions will have access to onshore and offshore wealth management solutions. Potential collaborative opportunities for asset management products and investment banking services will also be explored.
In addition, 360 ONE will acquire UBS’s onshore wealth management business in India through its subsidiaries. UBS will also purchase warrants amounting to a 4.95 per cent stake in 360 ONE, demonstrating UBS’s commitment to the fast-growing ultra and high-net-worth Indian market. The entire transaction will be subject to the necessary regulatory approvals.
A joint committee led by senior leadership from both institutions will be established to explore growth opportunities. This is a first step towards a powerful collaboration, which will further enhance the value proposition and unlock synergies for our clients and employees.
Akhil Gupta, Chairman, 360 ONE WAM, said, “This collaboration represents a strategic leap forward for both 360 ONE WAM and UBS AG—one that strengthens our position as a market leader in India and UBS’s offering as the wealth manager of choice for Global Indians. With this transaction, it opens the way for a global, personalized, and sophisticated wealth management experience for both sets of clients as well as significant value enhancement to our employees and shareholders.”
Karan Bhagat, Founder, MD and CEO, 360 ONE, said, “This collaboration marks the beginning of a powerful relationship, which will further enhance 360 ONE’s existing value proposition and add synergies for our employees, clients, and shareholders. It is also a strong reflection of India’s growing prominence on the global wealth map. Clients of 360 ONE and UBS AG will benefit from a unique blend of global expertise and local insight—delivered through a platform that remains deeply committed to personalisation, trust, and long-term value creation.”
Jin Yee Young, Co-Head Global Wealth Management Asia Pacific, UBS said, “We are proud of this latest milestone and convinced that this strategic collaboration with 360 ONE will help accelerate our momentum in one of the world’s most significant and fastest-growing markets. Together, we are best placed to serve our global Indian clients wherever they are as they seek greater opportunities, both domestically and globally.”
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