20K+
Completed Transactions & Index Solutions
Chartered Investment provides access to capital markets – both traditional and digital – by building compliant infrastructure and structuring investment solutions that are scalable, transparent and execution-ready.
The company supports issuers, asset managers and financial institutions in navigating regulatory complexity and unlocking new distribution channels and formats.
Whether through public offerings or private placements, tokenized instruments or conventional securities, Chartered Investment delivers the architecture that translates innovation into execution.
With our products Instifolio, Opus, e-Sec, and LIXX, we have supported institutions
and issuers in creating thousands of structured products and index solutions,
representing billions in securitized assets.
Completed Transactions & Index Solutions
Securitized Assets
Exchange Listings
B2B Clients Served Globally
Offices (Düsseldorf, Frankfurt, Luxembourg, Singapore, Zürich)
Nationalities
Regulatory Excellence
BaFin-licensed under Section 32 of the German Banking Act (KWG) and Section 15 of the German Securities Institutions Act (WpIG); an AIF and UCITS asset management company pursuant to Section 20(1) in conjunction with Section 22 of the German Capital Investment Code (KAGB); and compliant with the EU Benchmarks Regulation (BMR).
API-first, AI-ready modular infrastructure for issuance, lifecycle management and reporting.
We are the only provider that actively operates in – and connects – both TradFi and DeFi.
Our digital platform enables rapid, compliant creation and issuance of financial products based on an AI Operating Model.
Experts in Financial Engineering, Structuring & Legal, Operations, Middle Office, and Trading. We are real capital markets practitioners.
Co-Founder & CEO
Head of Strategy & Innovation
Head of Legal/Structuring
Strategic Growth Officer
Head of Operations
Head of Finance
Head of Sales
As a long-standing client of Chartered Investment, I have appreciated the exceptional quality of the team and their expertise for many years.
For me, Chartered Investment's commitment is not just a service, but a genuine partnership for the future, geared towards long-term success.