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360 ONE WAM Partners with UBS for Exclusive Wealth Management Collaboration

Written by: Kusum KumariUpdated on: Apr 22, 2025, 4:48 PM IST
360 ONE WAM and UBS form a strategic collaboration to offer exclusive wealth management solutions for Indian clients, combining local expertise with global reach.
360 ONE WAM Partners with UBS for Exclusive Wealth Management Collaboration
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360 ONE WAM Ltd, one of India’s top independent wealth and asset management firms, has announced an exclusive strategic collaboration with UBS, a global leader in wealth management and banking. This partnership combines 360 ONE’s local expertise with UBS’s international reach to enhance wealth management solutions for both domestic and global Indian clients.

Enhanced Wealth Management Services

As part of the collaboration, both firms will offer clients access to wealth management solutions both within India and internationally. Additionally, the two companies will explore potential opportunities for asset management products and investment banking services.

Read More, Top Gainers and Losers on April 22, 2025: ITC Gains While IndusInd Bank Drops.

Acquisition and UBS Stake

360 ONE will acquire UBS’s onshore wealth management business in India through its subsidiaries. In return, UBS will buy warrants for a 4.95% stake in 360 ONE, underlining UBS’s commitment to India’s growing wealth market. The deal will be subject to regulatory approval.

A Strong Partnership for Growth

A joint leadership committee will be formed to explore future growth opportunities. This collaboration aims to provide personalised wealth management services while creating significant value for clients, employees, and shareholders.

Akhil Gupta, Chairman of 360 ONE, highlighted that this collaboration strengthens both companies’ positions, offering a global and personalised wealth management experience for their clients. Karan Bhagat, CEO of 360 ONE, emphasised how this partnership is a significant step for 360 ONE, reflecting India’s growing importance on the global wealth management map.

UBS’s Role in the Collaboration

Jin Yee Young, Co-Head of Global Wealth Management at UBS, stated that the partnership with 360 ONE will help UBS expand its footprint in India, one of the fastest-growing wealth markets. Mihir Doshi, UBS’s India Head, added that this collaboration will bring enhanced wealth management capabilities to clients in India and globally.

360 ONE’s Recognition and Growth

360 ONE was recently named India’s Best Wealth Manager by Euromoney Private Banking Awards 2025 and Best Private Bank India by Asian Private Banker. UBS, likewise, was recognised as Asia’s Best International Private Bank at the same awards.

About 360 ONE WAM

360 ONE WAM is one of India’s leading wealth and asset management firms, managing over ₹5.79 trillion (around USD 68 billion) for more than 7,500 ultra-high-net-worth and high-net-worth families. It offers a range of services including wealth management, asset management, and alternative investment funds.

360 One WAM’s share price is currently trading at ₹962.00, up by ₹7.75 (0.81%) as of 11:19 AM IST on April 22. The stock opened at ₹975.00, reached a high of ₹977.70, and a low of ₹953.00. The company’s capitalisation stands at ₹37.83K crore, with a P/E ratio of 36.37 and a dividend yield of 1.51%. Over the past 52 weeks, the stock has reached a high of ₹1,318.00 and a low of ₹691.40.

About UBS

UBS is a global wealth manager and the leading universal bank in Switzerland, offering diversified asset management solutions and investment banking services. Following the acquisition of Credit Suisse, UBS manages over USD 6.1 trillion in invested assets.

Conclusion

This collaboration strengthens both 360 ONE and UBS’s positions, enhancing wealth management services and creating long-term value for clients, employees, and shareholders.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.     

     

Investments in securities market are subject to market risks, read all the related documents carefully before investing.   

Published on: Apr 22, 2025, 11:39 AM IST

Kusum Kumari

Kusum Kumari is a Content Writer with 4 years of experience in simplifying financial market concepts. Currently crafting insightful content at Angel One, She specialise in breaking down complex topics into easy-to-understand pieces, blending expertise in market fundamentals and technical analysis.

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