Who we are

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.

FACTS & FIGURES

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.

Here Since 2013

20K+

Completed Transactions & Index Solutions

€15B+

Securitized Assets

200+

Exchange Listings

200+

B2B Clients Served Globally

5

Offices (Düsseldorf, Frankfurt, Luxembourg, Singapore, Zürich)

21

Nationalities

MiFID - BMR - eWpG - AIFMD & UCITSD

Regulatory Excellence

Our Clients & Partners

As a long-standing client of Chartered Investment, I have appreciated the exceptional quality of the team and their expertise for many years.

5 star rating

For me, Chartered Investment's commitment is not just a service, but a genuine partnership for the future, geared towards long-term success.

5 star rating

OUR BENEFITS

01

REGULATORY DEPTH

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).

02

TECHNOLOGY-
FOCUSED

API-first, AI-ready modular infrastructure for issuance, lifecycle management and reporting.

03

BRIDGING
CAPABILITIES

We are the only provider that actively operates in – and connects – both TradFi and DeFi.

04

PROVEN SPEED

Our digital platform enables rapid, compliant creation and issuance of financial products based on an AI Operating Model.

05

SEASONED FINANCIAL
EXPERTISE

Experts in Financial Engineering, Structuring & Legal, Operations, Middle Office, and Trading. We are real capital markets practitioners.

Executive Committee

Daniel Maier

Daniel Maier

Co-Founder & CEO

Markus Fehn

Markus Fehn

Head of Strategy & Innovation

Olga Bergmann

Olga Bergmann

Head of Legal/Structuring

Jörg Bode

Jörg Bode

Strategic Growth Officer

Dr. Thomas B. Sabel

Dr. Thomas B. Sabel

Head of Operations

Oliver Cloess

Oliver Cloess

Head of Finance

Axel Mielke

Axel Mielke

Head of Sales

ESG

Visit our Sustainability & ESG policy page

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