// About Us
Charles started DA Strategy in 2015 to support Insurers, Managing Agents, Brokers, Coverholders and MGAs navigating the multi-faceted challenges of Delegated Authority business. DA Strategy is a leading Delegated Authority consultancy in London comprising experienced London Market professionals with expertise in a broad range of specialised areas key to the Delegated Authority success including start up MGA Acceleration, Data Strategy, DA Risk Management Optimisation and Product Governance.
With a specific focus on speed to market, DA Strategy is an MGA accelerator helping new MGAs make an impact in the sector. Unlike other MGA incubators and partners, DA Strategy does require an equity stake in the MGAs they support and provides a service customised to their needs.
From helping an MGA with a strategic review, implementing its own Delegated Authority processes or providing a tailored outsourced offering, DA Strategy’s clients can concentrate on making their business trading decisions knowing that they have peace of mind with high quality support for their Delegated Authority strategy and structures in place.
DA Strategy also provides expert advice and an experienced resource for carriers considering an in-house review of their risk management and product governance frameworks which can be helpful in advance of a ‘deep dive’ regulatory review. Its expertise crosses over into operational best practices where it can impart deep understanding of IT systems and software to assist carriers and MGAs with choosing and implementing systems or system upgrades.
DA Strategy addresses the significant challenges MGAs, brokers and carriers face due to the increased oversight from the FCA and other regulators and the external regulatory pressure on risk management, product governance, Solvency II, due diligence and data sharing.
With offices in London and Hamburg, DA Strategy can deliver global solutions to businesses of any size and ambition.
// Our Team
Meet our experienced team
Charles founded D A Strategy in 2015 to deliver expert Delegated Authority advice to Insurers, Brokers and Coverholders or/MGAs. He has 25 years of Delegated Authority Experience, previously as Head of Delegated Authority at Catlin (now AXA XL Catlin) for 13 years. He led the team that helped grow the Delegated Authority portfolio there from GPW USD 80 M to 1.1 Bn, expanding the Coverholder client base alongside Underwriters from 120 to over 800. He chaired LMA Delegated Authority Operations Committee leading the market initiative which developed the vision and key priorities for the LMG Delegated Authority TOM which are now part of Lloyd’s Blueprint 2. He has presented at Lloyd’s and the MGAA numerous times including at the Lloyd’s CEO Strategy evening, on Coverholder Data standards, Product Governance Roadshows and the ITC London Panel.
He studied Natural Sciences at Cambridge University, rowed for the University Lightweight Rowing team, is ACII qualified and more recently completed the Lloyd’s London Business School – Executive leadership program.
Crispin has over 20 years’ experience in a commercial, operational an project management capacity in a variety of industries from fresh produce to finance. He has a passion for developing processes to drive internal efficiencies and cost reductions and has worked with a number of SMEs to deliver results in this area. Crispin has considerable experience in the management and oversight of large audit programmes, including Audit manager at Lloyd’s Managing Agent with an annual audit programme of 400 coverholder and TPA audits and has wide range of experience in review and implementing delegated authority procedures across the market. Crispin has qualifications in Prince2 Foundation, ITEL, and CISI Financial Regulation & Financial Derivatives, level 3.
Paul Uprichard was previously Head of Delegated Underwriting at Sompo International, where he built up the function from scratch over 6 years. He has a deep knowledge of all aspects of Delegated Underwriting and Delegated Claims including leading or supporting a number of strategic initiatives, both internally and within the market. He began his insurance career in 2004 and has held a number of delegated underwriting and market committee roles with companies such as Newline, QBE, Brit Insurance and Ascot Underwriting. Paul has also been a strategic advisor to several start-ups, both in the UK and overseas, for over a decade. He has a degree in Accounting and Financial Management and has studied Fintech through MIT, culminating in a Capstone project focused on the future use of the MGA model for Insurtechs and broader digital strategy in the insurance market.
Marcus is a Fellow of the Chartered Insurance Institute who commenced his insurance career in 1989. Since then, he has acquired experience over a wide range of disciplines, having spent 25 years on the broking side of the business, specialising in professional indemnity insurance, before moving to the underwriting side in 2014, becoming the DUA Manager at Arch Insurance (syndicate and company). Whilst at Arch, Marcus developed and rolled out a DUA framework for coverholder and binding authority approval and oversight and was additionally instrumental in developing a Conduct and Product Risk framework whilst there. Marcus spearheaded the team at Arch who successfully obtained a ‘Green’ rating for Conduct Risk from Lloyds in early 2017 and in the process became a subject matter expert on the processes and regulatory framework around Conduct and Product Risk management. Marcus joined DA Strategy in 2017 as an Associate and has, since that time, specialised in Conduct Risk and Product Governance, with particular focus on ensuring good consumer outcomes in delegated authority distribution arrangements. Marcus also provides advice and consultancy on professional indemnity insurance arrangements, particularly for regulated professions. Since 2017, Marcus has worked with a large number of insurance companies, MGAs and regulatory bodies, including TMK, Charles Taylor, IGI Insurance Company, Arch and the Royal Institution of Chartered Surveyors.
Kaj has over 10 years of Delegated Authority experience and was the Compliance Officer at a Master MGA previously. She was part of the foundations of setting the MGA up, obtaining Lloyd’s approval initially and growing the MGA to have oversight of over 100 coverholders and 20 DCAs. She was responsible for conducting reviews of wordings, pre bind due diligence, the audit process and implementing policies and procedures. Multiple capacity providers with various differing needs meant processes had to be streamlined and this sparked her passion for ensuring that processes are efficient so that MGAs can focus on building their income streams.
She is a founding member of the MGAA Next Gen Committee and is also an active member of the compliance and Lloyd’s market forums. She was also invited to present at WSIA on the benefits of good compliance and integrating this into the culture of a firm. She studied Law at University and went on to complete her LPC.
Anne has 9 years’ experience in operations management, stemming from both supply chain operations and the financial services. She joined DA Strategy in June 2022 and is well suited to DA team due to her skills in strategic review and project management.
She has developed a breadth of knowledge across Delegated Authority Risk Management in both delegated underwriting and delegated claims using best practice and process review to reduce operational burdens. Anne has a keen interest in data governance and strategy and its application to the Insurance industry.
She studied Science at the University of Melbourne, plays Tag Rugby for Great Britain and is studying for her London Market Qualifications.
Bartek joined DA Strategy in February 2022 serving as an Analyst. He quickly gained experience in Standard Operating Procedures working on monthly data sets and reporting. He has further developed his Delegated Authority knowledge in audits, working on audit scheduling and recommendations alongside DCA due-diligence and lineslip contract review.
Habeeb Studied at the University of Essex and graduated in 2021 with a Bsc(Hons) in Actuarial Science. Specialising in Mathematics and Statistics in an insurance application, his strengths are well suited to DA. Since joining DA Strategy, Habeeb has gained a wide range of experience in areas such as bordereaux management, Coverholder due diligence and contract drafting reviewing.
Having received exemptions CT1 – 8 from the IFOA, Habeeb looks to expand the breadth of his insurance knowledge working towards completing the London Market Insurance qualifications.
Szymon studied law at the University of Bristol, graduating in 2020. Szymon then joined the Insurance industry in 2021 forming part of a legal team in a specialist PI brokerage firm. Szymon has since gained experience in professional indemnity, contract review, negotiation and since joining DA Strategy in September 2022, delegated authority with a focus on compliance and Product Governance. Szymon has begun studying towards the London Market Insurance qualifications as he continues to deepen his knowledge within the Delegated Authority space.
Clodagh graduated from Trinity College Dublin with a First-Class Honours degree in Philosophy and Economics in 2022. Her undergraduate degree enhanced her aptitude for logical reasoning, independent research, and critical analysis. She has a keen interest in utilising her multidisciplinary background and enhancing her analytical skills in the context of delegated authority consulting, due diligence practice and strategic reviews.
She is working towards obtaining her London Market Insurance qualifications alongside her development of expertise in the Delegated Authority space.
James graduated from Durham University with a degree in Philosophy in 2021 and subsequently obtained a Master’s degree in Law. James has a particular interest in the complex legal and regulatory requirements relating to delegated authorities, and in the systems and controls firms can put in place to ensure they comply with obligations.
Michael studied at the University of Plymouth, graduating in 2022 with First Class Honours BA History. His degree has stretched and enhanced his ability to consume volumes of information to provide summary analysis, supported by detail. His previous experience includes working within a management and procurement consultancy, where he processed diligence documents for possible business synergies. Michael is currently working towards the CII Certificate and is excited to explore the world of delegated authority.