ACQUISITION OF JULIUS BAER’S TRUST COMPANY
In 2016, Warmond acquired Julius Baer Trustees (India) Limited – formerly known as DSP Merrill Lynch Trust Services Limited making it the first acquisition in the space of trusteeship and estate planning wherein a domestic company acquired the business of a multi-national company. Post this acquisition, Warmond has become one of the largest players in the space of estate and succession planning in India.