360 One WAM Limited, a leading Indian wealth and asset management firm, has entered into a strategic partnership with UBS AG, a global financial services giant. This collaboration, formalized through a Collaboration Services Agreement on November 4, 2025, aims to enhance wealth management services for both domestic and international clients.

Key Aspects of the Partnership

The strategic alliance between 360 ONE WAM and UBS AG focuses on two primary areas:

1. Client Referrals: The agreement establishes a framework for cross-border client referrals between the two financial institutions.
2. Wealth Management Cooperation: Both firms will work together to make comprehensive wealth management solutions available to their respective client bases.

Scope and Structure of the Collaboration

The partnership is designed to be mutually beneficial, leveraging the strengths of both organizations:

• Geographical Reach: The collaboration covers both domestic and international markets.
• Exclusivity: The agreement specifies an exclusive strategic collaboration between 360 ONE WAM and UBS AG.
• Revenue Sharing: A revenue-sharing arrangement has been agreed upon, based on the onboarding of clients under the Collaboration Services Agreement.

Complementary Expertise

This strategic alliance brings together the complementary strengths of both financial institutions:

Expected Benefits

The collaboration is expected to deliver enhanced benefits to clients of both institutions:

• Access to a wider range of onshore and offshore wealth management solutions
• Combination of local insights with global financial expertise
• Potential for more comprehensive and tailored financial services

Regulatory Compliance

The partnership has been structured in compliance with regulatory requirements, including:

• Execution of the Collaboration Services Agreement on November 4, 2025
• Disclosure to stock exchanges as per SEBI guidelines
• Assurance that the collaboration does not fall under related party transactions

This strategic partnership between 360 ONE WAM and UBS AG represents a significant development in the wealth management sector, potentially reshaping the landscape of cross-border financial services for high-net-worth individuals and families.

360 One WAM , a leading wealth and asset management firm, has reported its highest quarterly profit to date, showcasing strong growth across key financial metrics for Q2. The company's performance highlights its robust position in the wealth management sector and its ability to attract significant client inflows.

Financial Highlights

Key Performance Indicators

• Wealth ARR AUM crossed the ₹2 lakh crore milestone
• Strong net flows of ₹32,132.00 crore in H1
• Q2 flows at ₹8,734.00 crore (excluding UBS)
• Board approved a second interim dividend of ₹6.00 per share

Business Expansion and Strategic Moves

The company reported significant progress in various business segments:

1. UBS Business Transfer: The transfer brought over ₹5,200.00 crore of AUM from 80+ UHNI families.
2. HNI Business Expansion: Added 50+ Relationship Managers (RMs) and 380+ clients across 10 locations.
3. B&K Acquisition: Integration is progressing well with synergies being realized.
4. ESOP Allotment: 2,09,895 equity shares allotted under ESOP schemes, increasing paid-up capital to ₹40,49,70,337.00.

Management Commentary

Karan Bhagat, MD and CEO of 360 ONE WAM, expressed confidence in the company's growth trajectory: "We remain very positive on our overall flow outlook for the year. With multiple senior high-quality teams having been added over the last few quarters, we expect strong flows on the Wealth business to continue over H2 and beyond."

Future Outlook

The company aims to maintain strong net flows of ₹8,000.00 to ₹10,000.00 crore per quarter, with approximately 75% coming from the wealth side and 25% from asset management. Management expects gradual improvement in the cost-to-income ratio for the consolidated business over the coming quarters as they scale up and drive synergies from new initiatives.

360 ONE WAM's robust performance in Q2 underscores its strong market position and ability to capitalize on the growing wealth management sector in India. The company's strategic initiatives, including the UBS collaboration and expansion in the HNI segment, are expected to drive future growth and enhance its competitive edge in the market.