Switzerland

YOUR
PLATFORM
OF CHOICE

10 years in the market, now on your doorstep: Chartered Investment is your long-established capital markets partner. Our local teams have specialized expertise of the local markets and use the proven technology and experience of the group. Together, we will ensure the successful implementation of your transactions.

OUR OFFERING

ONE PARTNER – TAILOR-MADE SOLUTIONS

We design, structure and advise on your financial transactions and the development of investment products. Together we implement your investment ideas and strategies.

Contact

WHAT MAKES US SPECIAL

Our DNA

Tradition. Innovation. Performance. Capital markets need regulation. We develop and use new techniques and technologies to enable your transactions of tomorrow.

“IMPLEMENTING SUCCESSFUL CAPITAL MARKET TRANSACTIONS TOGETHER”

Local Presence

Using our detailed understanding of local needs, specificities and complexities, we bring all our platforms, services and expertise directly to you.

"THINK GLOBALLY – ACT LOCALLY"

The Team

Our team of experienced professionals strives to develop first-class offerings for the financial market day after day. We always place great emphasis on quality, security and trust. We combine financial engineering, IT and legal expertise with many years of market experience.

“KNOW-HOW SPECIALISTS AND CAPITAL MARKET GENERALISTS”

Member of the Executive Board of Chartered Investment

"With Chartered Investment Partners we strengthen our local presence and bring expertise, platforms and capabilities close to our clients"

Joerg Bode
CEO Chartered Investment Partners
Zurich

Chartered
Investment
IN NUMBERS

2013

Founded in in Düsseldorf

5bn+

Securtized Assets
Across 500+ projects

1000+

Projects Live
(completed Transactions and index solutions)

350m+

USD Venture Capital Financed
Across 20+ projects

100+

B2B Clients Serviced

200+

Exchange Listings

5

Locations
Duesseldorf, Frankfurt, Luxemburg, Singapur, Zuerich

10 years experience in Off-Balance-Sheet SPVs

Public- and private offering in EU & Switzerland

Fully regulated solution provider

European Benchmark Administrator

Highly customized Index solutions

Create your own Actively Managed Index (AMC 2.0)

CHARTERED
INVESTMENT
IN BILDERN

Chartered Investment BBQ Anlass 2022

Impressionen von unserem BBQ Kunden Anlass 2022

OUR PLATFORMS

Quality. Performance. Productivity.

Chartered Investment meets market challenges by developing innovative platforms. Applying digitalised processes and a clear regulatory framework, we prioritise quality and safety. We are innovators and first movers. Our platforms are constantly being developed and adapted to the capital market situation as well as to the latest technologies and standards.

Production and issuance platform

OPUS

With Opus we make alternatives investable. As a bank-independent issuance platform, we offer professional market participants the opportunity to create tailor-made investment products.

Go to Opus