360 ONE WAM, UBS AG Join Hands For Wealth Management Partnership

360 ONE WAM Limited and UBS AG signed a Collaboration Services Agreement on November 4, 2025. The arrangement allows both institutions to refer clients to each other across borders and jointly provide wealth management services. The agreement is structured to follow all regulatory guidelines.

Scope of the Agreement

The collaboration covers 2 areas: client referrals and joint wealth management offerings. It enables clients of both firms to access services across India and international markets. The agreement also includes a revenue-sharing model based on clients onboarded under this arrangement.

Regulatory Disclosure

According to 360 ONE WAM’s stock exchange filing, the agreement with UBS AG does not fall under the category of a related party transaction. The collaboration has been executed on an arm’s-length basis and in compliance with all applicable laws. No material impact on the company’s shareholding or management structure has been reported.

About 360 ONE WAM

360 ONE WAM Limited, earlier known as IIFL Wealth Management, manages assets worth around ₹5.79 lakh crore (approximately $68 billion). The company provides wealth and asset management services, primarily to high-net-worth and ultra-high-net-worth clients in India. Its business includes advisory, portfolio management, and investment solutions.

About UBS AG

UBS AG is a financial services group headquartered in Switzerland, managing invested assets of about $6.9 trillion globally. The firm provides services in wealth management, investment banking, and asset management across multiple regions.

Structure and Coverage

The partnership is exclusive to 360 ONE WAM and UBS AG. Both firms will maintain their individual operations while coordinating under this agreement for specific clients and service areas. The collaboration includes provisions for revenue distribution and cross-border cooperation.

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360 ONE WAM Share Price Performance 

As of November 6, 2025, 10:39 AM, 360 ONE WAM share price was trading at ₹1,070.80, a 0.77% decrease from the previous close.

Conclusion

The collaboration sets up a formal system for client referrals and shared services between 360 ONE WAM and UBS AG. It is structured as a compliance-based operational partnership, without any ownership changes or mergers between the two entities.

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