One factory, different wrappers. From AMC to Active ETF: Optimise your product life cycle journey with us

CHOOSE YOUR AMC OFFERING

Speed and simplicity
Customization and flexibility
Speed and simplicity
01

STANDARDISED -
AUTOMATED - FAST

Built for speed. Designed for
simplicity.

A streamlined route for standard AMC strategies — configured digitally and executed through established brokerage partners.

  • Standardised AMC setup
  • Automated onboarding and processing
  • Execution via Saxo Bank or Interactive Brokers
  • Go live in as little as 5 business days*

Best for:Established strategies where speed, efficiency, and scalability matter.

*Subject to completed onboarding and applicable requirements.

In partnership with:
Start with SAXO
Start with INTERACTIVE BROKERS
Customization and flexibility
02

For mandates requiring bespoke structuring, servicing, or distribution solutions.

A. TAILORED
STRUCTURING

Built around your strategy, powered by Chartered Investment.

For more complex mandates, our specialists work closely with you to structure an AMC tailored to your specific requirements.

  • Multiple share classes
  • OTC derivatives and structured components
  • Broad investment universe
  • Dedicated structuring and lifecycle support

Best for:Strategies that go beyond a standardised AMC setup.

Our network:
and many more
TALK TO OUR TEAM

B. PARTNER-
SUPPORTED ACCESS

Built on trusted partnerships – yours or ours.

Stay with your trusted partner. We provide the AMC infrastructure and expertise behind the scenes — or connect you with selected partners from our network.

  • Leverage your existing partner network
  • Chartered Investment provides specialist AMC support
  • Access our network of trusted partners
  • Seamless onboarding and lifecycle processes

Best for:Clients who wish to continue working with their existing partner or to leverage our trusted network.

EXPLORE OUR PARTNER NETWORK
WHY CHARTERED INVESTMENT

INFRASTRUCTURE THAT TURNS
A STRATEGY INTO AN INVESTABLE PRODUCT

REGULATORY
DEPTH

Institutional-grade infrastructure grounded in regulatory expertise and transparent processes.

DIGITAL BY
DESIGN

A modular digital platform based on our AI operating model.

MULTI-WRAPPER
POTENTIAL

One investment idea can be developed across relevant formats and distribution requirements.

LIFECYCLE
SUPPORT

Support across structuring, issuance, distribution and the product lifecycle.

BUILT FOR PROGRESSION

ONE INVESTMENT IDEA
RELEVANT FORMATS FOR THE NEXT STAGE

Chartered Investment supports institutions and platforms in developing regulated investment products across traditional and digital markets. The applicable formats depend on the strategy, investor base, and distribution requirements.

  • INDEX
  • CERTIFICATES
  • FUNDS
  • ETFs
  • TOKENIZED SECURITIES

Would a Fund solution be a better fit for you?

Fund platform

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With us, you can tokenize your strategies and your products

Blockchain Technology

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Ready to get Started?

Let's discuss how Chartered Investment 
can support your next project.

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