TURN REAL WORLD ASSETS INTO BANKABLE PRODUCTS

We deliver speed, flexibility and compliance, unlocking the future of securitizing Real World Assets, cleared or tokenized.

01

PRIVATE EQUITY

FROM VENTURE TO PRE-IPO

We scale your private equity ambitions with our transaction expertise. Be it, Primary Market transactions or secondaries, coinvestment opportunities or diversified baskets with a transition from Pre-IPO to Exit; our transaction experience supports you.

02

PRIVATE DEBT

ONE PLATFORM, MANY FORMATS

We enable peer-to-peer lending platforms, Real Estate Finance, SME and Trade Finance, among the capital structures, secured and unsecured.

03

MORE REAL WORLD ASSETS

UNCORRELATED ASSETS MADE INVESTABLE

Investors wish to explore new assets in their portfolios to stabilize returns in complex capital markets. We innovate alongside you, backed by extensive experience across digital assets, commodities, licensing rights, and infrastructure.

EMBEDDED IN OUR DIGITAL PLATFORM

End-to-End lifecycle (from documentation and product set-up to operational support)

  • 01

    ONBOARDING

    Regulatory Compliant Onboarding

    Fully integrated KYC/ AML process for issuers, wealth managers and investors, ensuring seamless compliance.

    • Guided KYC/AML
    • In Platform Video Ident
  • 02

    PRODUCT LAUNCHPAD

    Product Structuring and automated Documentation

    Empower wealth managers with a fully configurable issuance and structuring platform, including regulatory documentation and tokenization capabilities.

    • Tokenization (through e-SEC)
    • Traditional cleared Securities with DE, XS, CH or US ISIN
  • 03

    MARKET PLACE

    One Marketplace - Multiple issuers

    Access a diverse range of private market assets, including both traditional (TradFi) and tokenized (DeFi) securities.

    • Explore Products, Factsheets & Documentation
    • In-Platform Investment Management
  • 04

    DISTRIBUTION

    Seamless Investment Process

    Subscribe to and invest in products from multiple issuers through decentralized or traditional channels.

    • Product Suitability / Appropriateness (MIFID/PRIIPS)
    • Product Allocation & Marketing Campaigns
  • 05

    IN-PLATFORM CUSTODY

    Built-In [DeFi] 
    Custody

    Secure wallet and Custodian integration, allowing investors to set up and manage their wallets and accounts directly within the platform.

    • Integrated Wallet Provider
    • Integrated Custody Provider

WE ARE

  • 01

    INFRASTRUCTURE PROVIDER

    We do not deliver alpha - we enable it! We provide a regulatory-sound, technologically advanced implementation platform that turns investment concepts into compliant, investable products.

  • 02

    SOLUTION FINDER

    We combine deep expertise in financial engineering with a rigorous understanding of regulation, enabling clients to structure transactions optimally, efficiently and with full governance certainty.

  • 03

    TRANSACTION FACILITATOR

    We bring together technology, industry network, and market infrastructure to connect product initiators and service providers, enabling seamless execution across the entire product lifecycle, from structuring and issuance to post-trade management.

BUILT FOR PROGRESSION

ONE INVESTMENT IDEA
RELEVANT FORMATS FOR THE NEXT STAGE

Chartered Investment supports institutions and platforms in developing regulated investment products across traditional and digital markets. The applicable formats depend on the strategy, investor base, and distribution requirements.

  • CERTIFICATES
  • ALTERNATIVE INVESTMENT FUNDS
  • TOKENIZED SECURITIES

For more information, visit our Fund Management Website

Fund platform

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With us, you can tokenize your strategies and your products

Blockchain Technology

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Ready to get Started?

Let's discuss how Chartered Investment 
can support your next project.

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