What Makes Us Different.
At Fintota we leverage our deep, real-world, expertise, and strong connections gained in front line roles in investment banking, retail banking and asset management, and our understanding of operational and regulatory frameworks to offer strategic corporate finance and risk advisory services.
We understand the challenges you face because we have lived them ourselves so can bring practical, actionable insights grounded in experience.
Our difference lies in our approach. We don’t just advise from the outside, we partner with you to tackle your most pressing issues. We help simplify the complexities of modern financing and risk management by creating tailored solutions that fit your unique circumstances. We’ve built and led businesses through market cycles, regulatory upheavals, and economic shifts.
With Fintota, you’re not just getting consultants; you’re getting partners who know what it takes to succeed at each stage of the development cycle.
Meet David Castle
Founder & CEO
David is an seasoned practitioner with over 34 years of experience across wholesale and retail banking, and asset management, through multiple cycles of financial, regulatory change and economic challenges.
He has worked with investors, issuers, banks, dealers, rating agencies, regulators, vendors and clients across a broad set of business lines during a career spanning roles ranging from trading to global business head at firms such as Nationwide, Citigroup, Standard Chartered and Aldermore Bank. He has held multiple advisory board positions supporting companies from start-up to exit stage in multiple industries.
David started his career in treasury as a dealer moving to sell side as a trader in money markets and fixed income. He went on to build and lead businesses including a Credit Fund Treasury, a Global Money Markets & Securities Finance business, a U.S. Broker Dealer, a Treasury Markets business and a Data Analytics company.
He is a Fellow of the Institute of Directors, Member of the UK CFA and ACT and served as a member of the New York Fed FX Committee between 2006 – 2009. David founded Fintota in 2024.
Meet Stephen Parry
Co-Founder & COO
Stephen brings over 30 years of experience in investment banking and buy-side funds. His expertise spans trading and longer term investment risk, operational risk, with end-to-end accountability for equity and multi-asset business lines. Stephen excels in helping businesses enhance risk management, operations, business capability expansion, and technology strategy and implementation.
He spent 21 years at Lehman Brothers, during which he spent significant time living in New York, building and growing multiple investment businesses. He then moved to Nomura where he re-built a business and led investments across multiple Equity, Macro, and Fundamental sectors.
Stephen then transitioned to the Hedge Fund and Private Equity Investment sector where he built and managed an Investment business while playing a key role in developing and implementing operational risk management frameworks, including MiFID, GDPR, front-to-back trade surveillance and regulatory compliance at the point of touch. Here he covered risk reporting and end-to-end trade processing requirements.
Recently, Stephen has applied his skills to various Charitable Foundations helping oversee their varied investments while also advising Hedge Funds and institutions around their operational set up.
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"fintota" is a trading name of Fintota Advisors LTD, a company incorporated in England & Wales. C/N 15064071
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