In a major development in the Indian financial services space, 360 ONE WAM Ltd, one of the country’s leading independent wealth and asset management companies, has entered into an exclusive strategic collaboration with UBS, the globally renowned Swiss financial institution. This collaboration aims to strengthen both firms’ reach and service capabilities across India’s wealth management sector and global markets.

What the Collaboration Entails

This strategic move is designed to create a unique synergy between 360 ONE’s robust domestic presence and UBS’s global financial expertise. The primary intent is to offer enhanced wealth management services to clients from both entities, incorporating both onshore and offshore solutions.

360 ONE will acquire UBS’s onshore wealth management business in India through its subsidiaries. This acquisition will significantly boost 360 ONE’s footprint in India’s ultra-high-net-worth (UHNW) and high-net-worth (HNW) client segments.

UBS to Take Stake in 360 ONE

As part of the collaboration, UBS will purchase warrants translating to a 4.95% stake in 360 ONE WAM. This move reflects UBS’s strong commitment to India’s growing prominence on the global financial map, particularly in the wealth management domain.

UBS’s equity investment signals confidence in India’s economic trajectory, and particularly in 360 ONE’s capabilities to harness that growth for wealth creation and management.

Client Benefits and Strategic Opportunities

Clients of both firms will now benefit from:

• Broader access to international and domestic wealth solutions

• Enhanced portfolio strategies through joint expertise

• Opportunities in asset management products and investment banking services

This collaborative platform is intended to provide personalised, holistic and sophisticated financial services to a wider range of Indian and global clientele.

Leadership Remarks Reflect Strong Commitment

Akhil Gupta, Chairman of 360 ONE WAM, said the partnership represents a strategic leap forward for both companies. It consolidates 360 ONE’s leadership in Indian wealth management while also elevating UBS’s reach among Global Indians.

Karan Bhagat, MD & CEO of 360 ONE, added that the deal “reflects India’s growing importance on the global wealth map” and emphasized the importance of trust, customisation, and long-term value creation.

Jin Yee Young, Co-Head of Global Wealth Management for Asia Pacific at UBS, stressed that the collaboration will accelerate momentum in one of the fastest-growing wealth markets. Meanwhile, Mihir Doshi, UBS India’s Country Head, called the collaboration “transformational,” particularly for clients seeking top-tier services both onshore and offshore.

Governance and Future Planning

A joint committee comprising senior leadership from both 360 ONE and UBS will be established. This committee will oversee strategic planning, client services, and further collaboration in asset and investment management.

This governance structure ensures that the partnership delivers consistent value and innovation, while identifying fresh opportunities across Indian and global wealth corridors.

Market Context and Recognition

This collaboration follows an increasing trend of global financial institutions investing in India's wealth management industry. India’s economic expansion, coupled with rising UHNWIs and NRIs, has made it an attractive destination for global capital and wealth services.

360 ONE WAM’s leadership in India has already been widely recognised:

• India’s Best Wealth Manager at the Euromoney Private Banking Awards 2025

• Best Private Bank India 2024 by Asian Private Banker

UBS, meanwhile, earned accolades as:

• Asia’s Best International Private Bank

• Best Private Bank Asia Pacific

These recognitions highlight both firms’ commitment to service excellence and strategic foresight.

Conclusion: A Game-Changing Move in Wealth Management

This exclusive strategic collaboration between 360 ONE WAM and UBS is not just a business transaction—it is a transformational step that aims to redefine wealth management services in India and for Indians across the globe.

By combining global expertise with local insights, and through mutual investments and governance, the alliance is positioned to deliver cutting-edge financial solutions, enhance client experience, and create long-term value for stakeholders.

The partnership stands as a testament to India’s emerging role as a global financial powerhouse, and sets the tone for further innovation and investment in the country's rapidly evolving wealth management landscape.

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