BUILT FOR COMPLIANCE. DESIGNED FOR SCALE.
Chartered Investment delivers the complete operational, regulatory, and technical infrastructure, from legal setup and structuring through to issuance, lifecycle management, and regulatory reporting, enabling financial institutions to efficiently transform their investment strategies into bankable products.
Integrated into Europe's leading platforms and Associations:
Who is this for
SOLUTIONS IN FOCUS
Where modular design meets institutional standards
Chartered Investment provides access to traditional and digital capital markets through its modular, bank-independent issuance platform, delivering compliant investment solutions that are scalable, transparent and execution-ready.
Actively Managed Products
Your Mandates. Our full operational setup.
Whether you want to implement your own AMC programme, launch a new actively managed strategy, or build a full setup for managing your own client mandates — our technology handles the complete operational lifecycle: from technical onboarding and network access through to index creation, rebalancing, issuance, reporting, and regulatory compliance.
Structured Products
Scale what you have. Build what you need.
Whether you are looking to expand an existing structured product offering or launch a fully bespoke issuance programme from scratch — our infrastructure, regulatory setup, and operational backbone are ready to support you at every stage.
Real-World Assets
Unlocking Private Markets. Converting the Unbankable into the Bankable.
We turn illiquid real-world assets into tradable, bankable products—ready for distribution. With deep structuring expertise and proprietary technology, we deliver fully tailored solutions, from single issuances to bespoke investment concepts.
Tokenization
Institutional-Grade Tokenization. Enabling the Next Generation of Investment Products.
We transform eligible assets into secure, compliant digital instruments ready for institutional distribution. Backed by proven infrastructure, regulatory expertise, and proprietary technology, we provide scalable tokenization solutions.
FOUR PILLARS OF REGULATED
INFRASTRUCTURE
European financial institutions demand infrastructure that upholds the highest standards. Our issuance infrastructure is built on four structural commitments that meet those standards.
RINGFENCED
We service ring-fenced compartments, each a legally separate and distinct part of the company's estate, fully segregated from all other compartments and the general assets of the company.
REGULATED
A fully regulated group infrastructure – built for institutions that cannot afford to compromise: MiFID - BMR - eWpG - AIFMD & UCITSD
TRANSPARENT
Our purpose is to unlock growth in traditional finance, decentralised finance and beyond – making investment markets more transparent, scalable and accessible, while ensuring trust through regulation.
TECHNOLOGY
Technology-focused – API-first, AI-ready modular infrastructure for issuance, lifecycle management, and reporting.
FROM MANDATE TO EXECUTION
- 01
MANDATE
You have an investment concept that you want to implement and need a trusted partner to bring it to life.
Our experienced team works with you from day one to understand your mandate, investment objectives, regulatory requirements, and distribution needs — ensuring the entire set-up is tailored precisely to your framework.
- 02
STRUCTURING
We design the optimal structure for your mandate.
Our experienced sales team guides you through every decision – from legal vehicle selection to payoff design, underlying universe and regulatory positioning. We ensure the structure is fully aligned with your strategy, investor base and compliance requirements.
- 03
CREATION
We take care of the complete product set-up.
We manage the full creation process end-to-end: legal review, regulatory onboarding, term sheet preparation, prospectus documentation, approvals and all technological and operational set-up – delivering a fully compliant, market-ready issuance structure.
- 04
LAUNCH
Your investment products are issued and ready for distribution.
Your issuance is launched with a DE, XS, CH, or US ISIN – fully documented, exchange-listed where required, and ready for distribution across your target markets and investor segments.
- 05
LIFECYCLE
We take care of ongoing maintenance of your issuance activity while your investors participate in your strategy.
From corporate actions and rebalancing through to regulatory reporting, investor communications, and secondary market support — we manage the full lifecycle of your issuance, ensuring operational continuity and compliance at every stage.
Ready to get Started?
Let's discuss how Chartered Investment
can support your next project.
