Chartered Investment and Saxo Bank Integrated Platforms
The partnership enables asset managers to launch strategy-based certificates through a streamlined brokerage connection.
Updated on Oct. 7, 2026 in Investing
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Chartered Investment has connected its digital platform to Saxo Bank brokerage infrastructure to facilitate the creation of actively managed certificates. This integration allows asset managers to onboard new strategies in just five days.
Why it matters
The move addresses growing demand from asset managers in Switzerland and Singapore for efficient ways to bring discretionary strategies to market. By wrapping these strategies in notes, firms can streamline complex regulatory and lifecycle management tasks.
Asset managers can now complete onboarding in 5 days, leveraging a service provider that currently powers over 150 financial institutions. Saxo Bank reported an 18% year-on-year rise in first-half profit, with total client assets reaching EUR 153 billion.
The players
Chartered Investment
A financial firm founded in 2013 that specializes in structuring, regulatory, and lifecycle management for investment products.
Saxo Bank
An international investment bank that powers more than 150 financial institutions through its brokerage infrastructure.
The details
Chartered Investment handles the structuring, regulatory, and lifecycle requirements for certificates, while asset managers maintain direct market access through a single Saxo account. This framework builds on the company's existing operations, which include managing assets near EUR 1 billion through Interactive Brokers.
Timeline
Chartered Investment was founded in 2013.
The firm issued its first actively managed certificate in 2016.
Saxo Bank conducted a review of its Asian business in 2024.
The companies announced their infrastructure integration on October 7, 2026.
Market Dynamics
This integration follows a pattern set by the 2022 issuance of structured products by Swissquote through Leonteq. It represents a broader industry push to consolidate strategy-based investment vehicles into easily accessible, bank-powered digital interfaces.
For retail and institutional investors, this platform expansion may increase the variety of actively managed strategies available in their brokerage accounts. Users should monitor how these certificates are integrated into their existing portfolio allocations and fee structures.
The takeaway
The partnership reflects a growing efficiency in the financial sector where complex discretionary strategies are being simplified for broader distribution. Asset managers looking to scale should prioritize platforms that minimize administrative and regulatory friction.
Further reading
Learn more about the evolving landscape of Investing to understand how digital infrastructure is changing market access.
Source note: This article includes information reported by Finance Magnates.
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