STRUCTURED PRODUCTS INFRASTRUCTURE BUILT FOR THE SWISS WEALTH MANAGEMENT ECOSYSTEM.
Enabling Swiss wealth managers
to design, scale, and distribute regulated investment products.
Integrated into SWITZERLAND’s leading platforms and Associations:
Who is this for
SOLUTIONS IN FOCUS
From actively managed strategies to capital-protected notes and platform-distributed tracker certificates – our product shelf covers the full range of Swiss wealth management requirements.
Actively Managed Products
Your Mandates. Our full operational set-up
Whether you want to implement your own AMC programme, launch a new actively managed strategy, or build a full set-up for managing your own client mandates — our technology handles the complete operational lifecycle: from technological onboarding and network access through to index creation, rebalancing, issuance, reporting, and regulatory compliance.
Structured Products
deritrade
deritrade is Switzerland's leading multi-issuer platform for structured products, across Switzerland and Liechtenstein. OPUS-issued products are structured to meet deritrade's bankability and documentation standards, enabling distribution through this established intermediary network.
Real World Assets
Turning a Private Market Asset into Bankable Products
From Venture to Pre-IPO, Private Debt to further Real World Assets. We deliver speed, flexibility, and compliance, unlocking the future of securitizing Real World Assets, cleared or tokenized.
OPUS AS ISSUER
ON deritrade®
Opus adds to the multi-issuer offering with flexible structured products, fast execution, and competitive pricing. Issuance is carried out via ring-fenced compartments under Luxembourg’s securitization framework – ensuring asset segregation and strong investor protection.
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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 distinct and fully segregated part of the company's estate, separated from all other compartments and general assets.
REGULATED
A fully regulated group infrastructure – built for institutions that cannot afford 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 — so you don't have to.
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.
