Old Broad Street Research Ltd (OBSR) is incorporated in the UK.  In 2009, OBSR reviewed its business strategy and as a result in April 2010, OBSR was acquired by Morningstar, a leading provider of independent investment research in North America, Europe, Australia, and Asia. Whilst still based in the heart of the City of London, this enlarged corporate structure provides added stability and a wider range of capabilities in the field of high quality, in-depth investment and product research and related services. 

 

Dale International Trust Company Limited (DITCL) is a well-established trust company which forms part of Dale Capital Group Limited, a company listed on the Official Market of The Stock Exchange of Mauritius. The directors of DITCL have extensive experience in the financial services sector and are all well versed in their line of business.

 

DITCL holds a Management Company Licence from the Financial Services Commission and are also a member of the Association of Trust and Management Companies in Mauritius.

Award-winning bank - Lloyds TSB International has recently won several awards showcasing our dedication to bringing you the best possible service and products

The Concept Group pioneered the development of personal pension QROPS in Guernsey. Acting as trustees in developing international pension plans and local retirement annuity trusts in the mid nineties, the company first acted as a QROPS trustee in 2006, launching the world leading Aurora plan in August 2007.

 

The Aurora QROP Schemes have received high numbers of pension transfers since then and have large, experienced and dedicated teams handling general and technical enquiries, arranging transfers, investing and administering plans.