In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. Clive Riddle, Pedro Fernandes, Tom Smith, and Robin Hodgkins represent teams from our UK, EU, and USA groups and provide their insights on where the CSA market is headed in the United Kingdom as well as other points brought up in the conference. The opinions made are solely those of the Castine members and do not represent any spe...
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In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. Clive Riddle, Pedro Fernandes, Tom Smith, and Robin Hodgkins represent teams from our UK, EU, and USA groups and provide their insights on where the CSA market is headed in the United Kingdom as well as other points brought up in the conference. The opinions made are solely those of the Castine members and do not represent any spe...
In this podcast we meet Steve Dimitriou. Steve is the founder and managing partner of Mayflower Advisors, which has operated since 2002 and now manages over $1.7B in assets. Mayflower launched an RIA firm in 2020 and we cover what led to that decision and the steps they've taken on the rollout. Steve has lots of words of wisdom for those who are thinking of setting up RIA's in this informative interview. For more information on Mayflower Advisors, including their private wealth management an...
Castine Conversations
In this conversation, several members of the Castine team discuss the key takeaways from the November 5, 2025 Unbundling Uncovered conference in London. Clive Riddle, Pedro Fernandes, Tom Smith, and Robin Hodgkins represent teams from our UK, EU, and USA groups and provide their insights on where the CSA market is headed in the United Kingdom as well as other points brought up in the conference. The opinions made are solely those of the Castine members and do not represent any spe...