UK Private Wealth Magazine · Service Providers · Greenlock AG
INDEPENDENT PORTFOLIO OVERSIGHT · FAMILY OFFICE SERVICES
Steinhausen, Switzerland
Your Wealth. Fully Accounted.
Greenlock AG provides automated solutions for independent private wealth oversight and audit. Founded in Switzerland in 2022, the firm works with family offices and ultra-high-net-worth individuals to uncover hidden costs, systematic risks and inefficiencies within existing portfolio structures — across custodians, asset classes and jurisdictions.
The firm's work returns concrete financial value to principals. Greenlock does not sell financial products. It does not manage assets. It acts solely in the interest of the wealth owner — ensuring full control and accountability over capital.
$2B+
ASSETS UNDER AUDIT
100+
FEE BENCHMARK DATAPOINTS
$15M+
IN FEES SAVED FOR CLIENTS
2022
FOUNDED IN SWITZERLAND
The financial intermediaries in a typical private wealth structure — custodians, asset managers, private banks — each see only their own slice of the portfolio. None has the mandate, the data or the independence to assemble the full picture for the principal.
Greenlock sits above all providers simultaneously. It implements a comprehensive audit system that enables the recovery of lost capital due to inefficiency, delivering a 10–30x return on the cost of its services.
The financial intermediaries thrive on opacity. Beneficiaries almost never see the true cost of inefficiency. Hidden fees, suboptimal strategies and conflicts of interest are not exceptions — they are widespread practices. Greenlock was built to change this.
Uncover hidden costs, run cost benchmarks, and identify opportunities to reduce fees across custodians and managers. Greenlock holds proprietary fee benchmarks on 100+ private wealth datapoints.
Assess manager performance with stochastic modelling to separate luck from skill, using cost assumptions for a true net-of-fees view.
Apply institutional portfolio management principles to private assets to ensure efficient and strategic capital allocation across private markets.
Consolidate and assess real estate holdings across cash flow, valuations and currency exposure. Evaluate the opportunity cost of each property individually.
A customised, decision-ready view of wealth — clear, strategic and built for owners, not managers. Automated data extraction across banks with full reporting independence.
Owners do not fear volatility — they fear permanent loss. Greenlock identifies structural risks and concentration exposures that threaten core wealth built over decades.
Greenlock has been recognised by and partnered with:
150–400 bps
Typical annual gap between reported and true consolidated return
Based on Greenlock AG analysis of complex multi-custodian private portfolios
SPECIAL FEATURE · PARTNER CONTENT · APRIL–MAY 2026 · ISSUE ONE
Why the +7.2% in your quarterly report describes a portfolio you do not actually own — and what an honest number would look like.
Read the Greenlock Article in Issue One →To be connected with Greenlock AG, please complete the form below. All introductions are facilitated by Private Markets Group Ltd.
Enquiries are received and facilitated by Private Markets Group Ltd. Greenlock AG will be introduced at PMG's discretion. UK Private Wealth Magazine maintains editorial separation from all commercial introductions.
