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Chartered Investment has been granted authorisation by the German Federal Financial Supervisory Authority (BaFin) to operate a service investment management company for open-ended investment funds. Via the newly founded Opus PRIME GmbH, the company will manage UCITS, public AIFs and special AIFs in the future, adding a fully integrated fund solution to its existing offering. As a fully regulated white-label fund platform, Opus PRIME enables asset managers, wealth managers, institutional investors and non-bank product providers to launch and manage their own investment funds without having to set up an in-house investment management company or build extensive internal infrastructure. Opus PRIME has its registered office in Düsseldorf. Its management team comprises Chartered Investment General Manager Daniel Maier, capital markets expert Ewald Stephan and David Eckner, legal counsel at Chartered Investment.

“Applying this BaFin approval, we are laying the foundation to deliver investment solutions across asset classes, strategies and product types – digitally, efficiently and at scale”, said Daniel Maier. “Our goal is to provide partners and investors with the right solution for every stage of the product life cycle, while responsibly translating innovations such as AI and tokenisation into practice.”

With Opus PRIME, Chartered Investment adds another core pillar to its platform: alongside indices, securitisations and certificates, partners will now also be able to implement fund structures – in both traditional and tokenised form, depending on product design and the target investor group.

“We are seeing strong demand from professional market participants, and with Opus PRIME we are expanding into the special fund segment for professional and semi-professional investors”, said David Eckner. “At the same time, we aim to bring our partners’ compelling index fund and ETF concepts to retail investors faster and more reliably by bundling end-to-end capabilities ranging from index administration through to register management.”

Opus PRIME is integrated into Chartered Investment’s digital, AI-enabled toolkit, which already supports the scalable delivery of index and securitisation solutions. The goal is to embed digitalisation and tokenisation into fund structures in a practical, implementation-ready way and to give partners efficient access to the capital markets of tomorrow.

“Tokenisation is not an end in itself: it creates new opportunities in processing, reporting and, over time, also in the investor experience”, said Ewald Stephan. “Jointly with e-Sec, we are bringing the necessary building blocks together under one roof.”

Initially, Opus PRIME will focus on active and thematic index funds and ETFs, supported by Chartered Investment’s in-house index administrator LIXX GmbH. The tokenisation of Opus PRIME’s fund unit business will be delivered by e-Sec GmbH, also part of Chartered Investment, which issued the first crypto security under Germany’s Electronic Securities Act in 2021.