Archives: Team Members

Responsibilities
In 2010 Kevin joined Zobec as Chief Operating Officer and Chief Financial Officer. He became President in 2013 and is responsible for oversight of the day to day operations of Zobec (including its affiliated entity Baker Tilly) and managing its staff of accountants, lawyers, trust and corporate administrators and bookkeepers. Kevin, who is a member of the board of directors of Zobec, is responsible along with other members of the senior management team, for the development and advancement of Zobec and its clients. He has detailed involvement on all large trust and corporate relationships. As a Chartered Financial Analyst (“CFA”) Kevin is responsible for oversight of client investment portfolios and liaising with investment advisors. This role includes stress testing and risk exposure reviews for large family and corporate structures. Kevin serves as Director on a select number of client company Boards, including subsidiaries of publicly listed entities.

As principal of the affiliated firm of Baker Tilly, Kevin is responsible for the oversight and development of the firm’s audit practice. Baker Tilly is an independent member of Baker Tilly International, a leading global network of business and advisory firms represented in more than 140 countries.

Professional Experience
Kevin has in excess of 25 years of combined professional experience in Bermuda, including 16 years working for Elan Corporation, plc (now part of Perrigo Company plc) an Irish pharmaceutical company with significant international interests. He has in depth experience with respect to the funding, development and commercialization of pharmaceutical assets. In his capacity as President and Chief Financial Officer of Elan International Services Ltd., Kevin ran Elan’s offshore office and was responsible for corporate finance, product development oversight, treasury, captive insurance management and financial reporting functions. During this time, he led a series of structured financings for the Elan group of companies including raising in excess of $2.5 billion in working capital. Kevin also played a key role in a corporate recovery plan, including a $2 billion corporate debt restructuring and divestiture of a healthcare investment portfolio. In his capacity as a CFA, Kevin was an integral member of the treasury team, managing in excess of $2 billion of assets. Prior thereto, Kevin worked for the Bermuda office of KPMG where he ran the firm’s management company, providing accounting and corporate services. Kevin qualified as a Chartered Accountant in London, England with Stoy Hayward (part of the BDO network of firms).

A strong advocate for international business, Kevin is a member of the executive committee of the Association of Bermuda International Companies (“ABIC”). Representing the internationally owned businesses located in Bermuda, ABIC plays a key role in the direction of legislation, policies and practices as it relates to international business in Bermuda.

Professional Background
•  President, Zobec
•  President and Chief Financial Officer, Elan International Services Ltd., Bermuda
•  Senior Manager, KPMG (Chartered Accountants), Bermuda
•  Auditor, Stoy Hayward (Chartered Accountants), United Kingdom

Education
•  University of Wales, Cardiff – Bsc Econ (Hons) – Accounting, 1987

Admissions
•  Institute of Chartered Accountants in England and Wales, 1990
•  Institute of Chartered Financial Analysts, 1996
•  CPA Bermuda (formerly the Institute of Chartered Accountants of Bermuda), 1991

Industry Associations
•  Treasurer, Director and member of the Executive Committee of the Association of Bermuda International Companies

Directorships on Public Companies
•  Director on public company subsidiaries including, Perrigo Company plc (PRGO), Jazz Pharmaceuticals, plc (JAZZ) and AECOM (ACM)

As Chief Operating Officer of Zobec, Phil directs on all aspects of the business including strategy, management and development.

Phil is an Accountant with 20 years’ experience in the offshore trust, insurance, and investment industry.

Prior to joining Zobec, Phil was previously a director of the Ocorian Group. He was Client Director on a range of entities including licensed and exempted funds, private trust companies and partnerships of various types. Activity of entities ranged from shipping, investment holding, insurance/reinsurance, insurance linked securities (ILS), commercial real estate, mutual funds, pharmaceutical, aircraft, technology, energy & mining, telecommunications and manufacturing.

Phil’s practice includes specialising in providing solutions to and working with companies, individuals and families on corporate, investment and trust matters, and involvement in the management, administration and accounting of financial structures covering the jurisdictions of Bermuda, BVI, Cayman and Marshall Islands.

Phil is a Fellow of the Chartered Association of Certified Accountants (FCCA) and a member of the Society of Trust and Estate Professionals (TEP).

Professional Background
• Chief Operating Officer and Client Director, Zobec and Continental Management Group, Bermuda
• Director, Ocorian Group, Bermuda
• Senior Accountant, Deloitte and Touche, Bermuda
• Business Services Manager, Wilkins Kennedy (formerly Jordan Brookes), UK

Education
• Solent University, Ba (Hons) Accountancy

Admissions
• Fellow of the Chartered Association of Certified Accountants (FCCA)
• Society of Trust and Estate Professionals (TEP)

Industry Associations
• Treasurer, Bermuda STEP Branch

Directorships of Public Companies
• Directorships have included private trust companies, Nasdaq, NYSE and TSX-listed Bermuda-based subsidiaries.

Responsibilities
As one of the key principals of Zobec, Zoë directs on all aspects of the business including
strategy, management and development. Prior to joining Zobec, Zoë was an associate in the
Private Client & Trust Department of Conyers Dill & Pearman’s Bermuda office.

Professional Experience
Throughout Zoë’s career she has advised on and been responsible for a wide range of trust
structures including the incorporation and administration of private trust companies, the
establishment, use and management of private and commercial trusts, the duties and roles
of trustees and protectors, and the application and administration of corporate vehicles in
complex multi‐jurisdictional structures. Zoë has managed and administered a number of
private trust structures holding a variety of assets including operating companies, charitable
entities, stamps, artwork, airplanes, yachts, commercial real estate and intellectual
property.

Zoë’s practice includes all aspects of corporate and fund administration, overseeing an
extensive and varied portfolio of companies including mutual funds, pharmaceutical,
internet, manufacturing, insurance and permit companies. Zoë’s experience extends to
licensed and exempted funds and partnerships of various types.

Zoë currently provides in‐house legal services as well as trust and corporate management
services for several large family‐owned businesses. She is often called upon to use her legal,
trust and corporate background, along with Zobec’s strong accounting and audit team, to
provide stress testing and risk exposure reviews and audits.

Zoë has been an executive member of the STEP Bermuda branch, and a member of its
Technical Sub‐Committee, one of the driving forces behind recent legislative changes in the
Bermuda trust industry. She has been involved with various industry working groups
including the implementation of FATCA and the regulation of trust and corporate service
providers. She is member of Institute of Chartered Secretaries and Administrators.

Professional Background
• Vice President, Zobec

Prior Position
• Associate, Conyers Dill & Pearman

Education
• Cardiff University of Wales, LLB, 1999
• Bristol University of West England Legal Practice Course, 2001

Admissions
• Bermuda, Barrister & Attorney, 2002

Industry Associations
• Member, Society of Trust and Estate Practitioners (STEP)
• Member, Institute of Chartered Secretaries and Administrators (ICSA)
• Member, Association of Bermuda Compliance Officers (ABCO)

Directorships on Public Companies
• Watlington Waterworks Limited (registered on the Bermuda Stock Exchange)

Adam is a Chartered Accountant with almost 20 years’ experience in the offshore trust and investment industry.

Until recently he was a partner of Bermuda’s largest independent audit firm, before separating from the audit firm to concentrate solely on the corporate, trust and accounting practice.

His clients include a number of large family offices where he acts as a director on a number of Private trust company structures and underlying investment holding companies.

Adam has worked with many local trust companies in providing accounting and reporting for numerous large family structures, including on contentious structures.

Adam is also a director, deputy Chairman and Compliance Officer of a BMA-licensed investment manager with $2.5 billion under management and is an expert in the operational and investment due diligence on hedge fund structures.

Adam is a director and officer on a number of NYSE and TSX-listed companies and Bermuda-based subsidiaries.

Prior to joining Continental Management Limited, Adam was Operations Manager at a licensed hedge fund administration company in Bermuda, and before that he trained as a Chartered Accountant with Grant Thornton, UK.

Professional Background
• Director, Zobec Group
• President, Continental Management Limited
• Director, Arthur Morris & Company Limited, Bermuda
• Auditor, Grant Thornton, United Kingdom

Education
• Durham University, B.Sc. (Hons) Chemistry, 1999

Admissions
• Fellow, Institute of Chartered Accountants in England and Wales (FCA)
• Member, CPA Bermuda (CPA, CA)
• Society of Trust and Estate Practitioners (TEP)
• Certified Anti Money Laundering Specialist (CAMS)