Joint Venture4 Nov 2025, 07:21 pm
360 ONE WAM LTD Executes Collaboration Services Agreement with UBS AG for Strategic Wealth Management Solutions
AI Summary
360 ONE WAM Limited has executed a collaboration services agreement with UBS AG to record the overall framework for the conduct of cross-border client referrals. This strategic collaboration aims to make wealth management solutions available to domestic and global clients. The parties have agreed to a revenue sharing arrangement based on client onboarding under the agreement.
Key Highlights
- 360 ONE WAM Limited and UBS AG have executed a collaboration services agreement for strategic wealth management solutions.
- The agreement provides an overall framework for an exclusive strategic collaboration between the parties for the cross-border referral of their respective clients.
- The collaboration aims to deliver enhanced benefits to clients by providing onshore and offshore wealth management solutions.
- UBS AG is a leading global wealth manager and the leading universal bank in Switzerland, managing USD 6.9 trillion of invested assets as of Q4 2024.
- 360 ONE WAM is one of the leading wealth and asset management firms in India, managing over INR 5,79,000 crores (~USD 68 bn) as of Dec-2024.