Philip Anderson has been a director of Custodian Life since 2016 and is also a director of the Estera Bermuda Group. He joined Estera in 2007, and was previously employed with Deloitte & Touche and Wilkins Kennedy (formerly Jordon Brookes), with responsibility for managing a large portfolio of clients, providing taxation advice, and business and financial planning.

Philip specialises in providing solutions to and working with companies, individuals and families on corporate and trust matters and is involved in the management, administration and accounting of financial structures. Philip works closely with clients and their financial, tax and legal advisors, as well as with bankers and investment advisors.

Philip is a member of the Society of Trust and Estate Practitioners and the Association of Chartered Certified Accountants in the UK and brings a number of years of in depth financial reporting expertise to the Estera Group. He graduated from Southampton (England) in 1998 with a Bachelor of Arts degree. 

In 2011, Joakim founded Custodian Life and has since then remained Director and CEO.

He has more than 15 years of experience within the insurance industry. Joakim holds a Master of Science degree in Financial Economics.

In 2018, Joakim was credited to be one of the industry’s most influential by International Adviser.

Marsh Captive Solutions has 450 employees dedicated to captive management and risk financing activities for nearly 1,500 captives worldwide. They offer industry-leading experience in captive program design and management that spans five decades, with captive professionals and offices throughout the world’s major captive domiciles. They evaluate organizations holistically – understanding their strategies, goals, and needs – and provide the tailored, comprehensive captive solution that works seamlessly within the context of their business. Marsh Management Services (Bermuda) Ltd. (Marsh) performs the statutory functions of  Principal Representative and Segregated Accounts Representative and also serves as Custodian Life’s Insurance Manager. Custodian Life’s principal office is at Marsh’s address.

Marsh also assists with the following: review of financial statements and other reports; monitoring compliance with all Bermuda legislative and regulatory requirements including solvency, timely reporting, audit and actuarial filing requirements; reviewing and submitting returns to the Bermuda Monetary Authority  including BSCR and CISSA; and assisting with the ongoing regulatory relationship including assisting with amendments, as necessary to Custodian Life’s insurance license and applications to the Bermuda Monetary Authority for regulatory exemptions, as required.

Continental Management Limited (Continental) established in 1978, is a financial services firm located in Hamilton, Bermuda. They are the largest audit and accountancy firm listed on the Bermuda Stock Exchange. Continental provide services to international financial services firms and over the years they have gained a wealth of knowledge working within different jurisdictions. Their range of services encompass audits, company management, accounting, corporate secretarial, funds administration, stock exchange sponsorship and secondment.

Continental are Custodian Life’s corporate secretary and Custodian Life’s registered office is at their address. Continental are also involved in operational and other statutory activities including maintaining Custodian Life’s corporate records, operating the Company’s Bermuda bank accounts, reviewing and approving 100 percent of the insurance policies and responding to any enquiries from regulators in Bermuda.

Both Marsh and Continental have highly skilled Bermuda resident personnel, who perform the aforementioned functions.

Custodian Life’s choice to outsource functions is a strategic decision motivated by reasons such as being able to meet business peaks and having increased flexibility by way of being able to increase or decrease resources used by the company on short notice.