A “Dream Team” Blend Of Talents At Greenlock

Please explain what you think makes your firm successful in its chosen field?

People are unequivocally GreenLock’s main advantage in making the company successful.

We are lucky to gather a “dream team” coming from very different backgrounds: from advanced analytics and machine learning experts to private banking specialists and professional commercial negotiators.

We are lucky to gather a “dream team” coming from very different backgrounds: from advanced analytics and machine learning experts to private banking specialists and professional commercial negotiators.

The synergy of these skills helped us to build a unique product that haven’t existed in the market before.

The synergy of these skills helped us to build a unique product that haven’t existed in the market before.

What are the main contributions do you think you bring to the wealth management industry?

This platform helps investors achieve full transparency on how much they pay in fees across every single intermediary in their investment ecosystem.

• Innovative Use of Artificial Intelligence

We have developed an analytical platform to automatically consolidate, benchmark, and monitor the total investment fees across an entire value chain (custodians, intermediaries, investment managers, brokers, etc).

Where in the world do you operate – are you mainly a domestic player or international?

GreenLock has its root in Switzerland but quickly expanding to European and UK clients.

At the same time, we see the fee opacity issue manifest itself in other major geographies as well. It is a question of time when we set our services in action in North America, Asia, and the Middle East.

What position would you like your firm to hold in its sector in five years’ time?

GreenLock is aiming to be a leader in the investment fees management sector with worldwide representation and steadily growing cash flow.

Ideally, we will set up fee management (which includes fee capturing, fee analysis, and fee reduction strategy & execution) as a new industry standard across the entire financial sector.

Theodore Roosevelt said: “Keep your eyes on the stars, and your feet on the ground”, while we say, “Keep your eyes on the stars, and your fees on the ground!”

Theodore Roosevelt said: “Keep your eyes on the stars, and your feet on the ground”, while we say, “Keep your eyes on the stars, and your fees on the ground!”