Charles Rowley - Director
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 marsland-Roberts - dIRECTOR
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 SME’s 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 - Director
Paul 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 Elwes - Associate
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.
Hugh Page - Associate
Hugh originally trained in Physics (Trinity College Dublin) and Finance (University College Dublin) before transitioning to capital markets where he successfully applied his analytical skills in equity investment management and equity research, covering a wide range of sectors and companies. He has now turned his skill-set towards working directly with companies in order to deliver meaningful and measurable value. What differentiates and defines Hugh is his expertise in using his Strategy to Valuation Multidisciplinary (SVM©) model to: 1) leverage many disciplines in order to dig deep into a company’s value creation process; 2) identify what levers will have the most positive impact on underlying value; 3) construct a coherent plan to pull these levers.
Jonathan Eames - Associate
Jonathan has over 30 years of Delegated Authority Experience from both a broker and carrier perspective including 6 years at Catlin as DA manager then as Syndicate Operations Director, 8 years as Technical Director at THB Group and 9 years as Head of Technical Services for Bradstock Group. He also has extensive IT experience having worked for a commercial software house in the London insurance market, As well as a DAS associate, he runs his own technology company, Grangetec Solutions Ltd., the creator of Dellegance, a web based outsource management framework particularly suited to the insurance industry also also a specialist 9000 series Underwiring System for consortia underwriters.
Kajal Pankhania - Senior Consultant
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.
Benjamin Slingsby - Consultant
Benjamin studied at the University of Bristol and graduated in 2019 with an MSci (Hons) in Chemistry with a Year in Industry. Benjamin’s interest in the insurance market stems from his interest in the distribution chain mainly concerning the impact this has on the consumer. He has developed a breadth of knowledge across the DA market combining efficiency with best practice process to reduce operational and regulatory risk. This has included managing carrier’s audit schedules, developing binder oversight and producing full DA portfolio reporting, utilising Power BI. He has achieved Cert CII status and is now working towards completing his Diploma in Insurance.
Oliver Hellel - Consultant
Oliver graduated from the University of Bristol in 2020 with a BSc (Hons) in Maths. Specialising in statistics, financial maths and financial risk management, he is well suited to DA team due to his skills in data analysis and his problem-solving mindset. Oliver joined DA Strategy in October 2020 serving as a junior consultant and quickly picked up experience in bordereaux management working on reconciliation and cleansing projects. He has further developed knowledge in coverholder approval and onboarding and data warehouses for MGAs. Oliver holds Certificate of London Market Insurance and is working towards completing his diploma qualification.
Michael Booker - Consultant
Mike studied Spanish, Italian and Catalan at the University of Birmingham for four years before graduating in 2018. Mike joined the Insurance industry in 2020 and has gained experience on projects including bordereaux management, delegated authority consulting and strategic reviews. Mike has begun studying towards the London Market Insurance qualifications as he continues to deepen his knowledge within Delegated Authority.
Maria Sergi - Junior Consultant
Maria obtained her Law degree (LLB) and Masters in Law in International Commercial Law (LLM) at the University of Reading. She then proceeded to obtain her second Masters in Insurance and Risk Management at Cass Business School. She has two years’ experience at an insurance law firm in Cyprus where she qualified as an advocate. Both her law and insurance backgrounds provided her with deep understanding of (re)insurance industry where a combination of skills is needed. She joined DA Strategy in October 2020 and has gained experience in Delegated Authority, Audit Reviews, TOBA management and Brexit Solutions.
She is a CII member and is working towards completing her Associateship of the Chartered Insurance Institute (ACII) qualification.
Emma Poulard - Analyst
Emma is a Geography Student at Durham University, entering her final year of study in September 2022. Her degree has strengthened her analytical skills, aiding her in audit and Due Diligence practices since joining D A Strategy. She is specifically interested in ESG, and how non-financial components and insurance impact each other.