PRIVATE SWISS INVESTMENT HOLDING​

We cultivate enduring value across real estate, regulated financial institutions, alternative investments, and impact.

Heritage & Foundation

Traderline AG operates with a singular mandate: disciplined allocation and active stewardship to compound value across cycles.
Our approach reflects Swiss financial traditionrigorous risk assessment, patient deployment, and consistency — applied across real assets, regulated financial institutions, and selective alternative strategies.

Heritage & Foundation

Multi-Cycle Perspective

Responsibility Embedded in Decision-Making

Swiss-Based Governance

OUR PRINCIPLES​

Stewardship

Capital deployed with care and responsibility.

Discretion

Low profile, high standards.

Conviction

Clear theses, strategic bets, deep work.

Team

Broad Market Experience​

Our team brings deep, multi-cycle experience across real estate, regulated finance, infrastructure, technology, and private markets. The group combines principal investing backgrounds with institutional training in due diligence, risk management, and governance.

SPECIALIZED LEADERSHIP

Professionals include investment leads, sector specialists, and operating partners with experience in asset underwriting, portfolio construction, capital structuring, and operational value creation.

Partners & Capabilities

Our in-house capabilities are strengthened by a curated network of best-in-class local and international partners, including M&A boutiques, professional associations, research institutes, and leading legal and tax advisers.


Collaborating with these specialists enhances sourcing, technical analysis, regulatory and structuring work, and execution from initial assessment through long-term governance.
Each partner aligns with our commitment to responsible investment and the highest professional standards.

ESG & Sustainability

I

Integration & Purpose

We view performance and sustainability as mutually reinforcing. Traderline AG seeks attractive financial outcomes while directing capital toward responsible projects and practices. Environmental, Social, and Governance considerations are integrated into research, underwriting, and investment decisions.

II

Engagement & Governance

These principles are reflected in portfolio construction and ownership: we engage on governance quality and operational practices, encourage transparent disclosure on material ESG topics, and exercise governance rights consistent with long-term considerations.
When we work with external managers or operating partners, we expect clear articulation of ESG policies, measurable engagement activity, and periodic reporting.

III

Accountability & Progress

Internally, we continue to develop tools, metrics, and analyses that enhance decision-useful ESG insight. Material ESG matters are incorporated into ongoing reporting alongside financial results and risk reviews, reinforcing accountability and alignment across the portfolio.

SUSTAINABLE PERFORMANCE

We view performance and sustainability as mutually reinforcing. Traderline AG seeks attractive financial outcomes while directing capital toward responsible projects and practices. Environmental, Social, and Governance considerations are integrated into research, underwriting, and investment decisions. These principles are reflected in portfolio construction and ownership: we engage on governance quality and operational practices, encourage transparent disclosure on material ESG topics, and exercise governance rights consistent with long-term considerations. `

Approach

We favour resilient assets, clear theses, and measured risk management.
Positions are sized for durability through full economic cycles, with ESG considerations embedded throughout.

Capital Discipline

 
 

Portfolio Construction

Balanced exposure across complementary asset classes, calibrated for stability and long-term sustainability.

Risk Architecture

Preservation firstscenario analysis, governance scrutiny, ESG risk mapping, and position-sizing discipline guide every commitment.

Active Ownership

Quiet, principal-level engagement focused on operational excellence, governance quality, and responsible practices.

Focus Areas

A Switzerland-anchored core complemented by regulated financial exposure, targeted alternatives, and impact investments.

Real Estate (Switzerland)

Residential, Commercial and Developments

Core exposure to residential and patrimonial-quality assets, complemented by select commercial properties and measured development activity—throughout Switzerland. Execution emphasises responsible construction standards, energy-efficiency improvements, and environmental compliance.

Regulated Financial Institutions

Institutional-grade exposure

A strategic position within a Swiss regulated financial institution complements our real-asset base. Traderline AG is an approved holder of a qualified participation in a Swiss regulated financial institution under FINMA supervision. Engagement focuses on governance, risk culture, and responsible financial practices.

Alternative Investments

Selective Alternatives

Disciplined allocations to infrastructure, technology, private equity, venture capital, and thematic strategies—sized for impact, timed to cycles, and delivered with execution excellence.

Impact Investments

Outcomes with Intent

Targeted commitments to projects and strategies that pursue measurable positive environmental and/or social outcomes alongside financial returns. Focus areas may include resource efficiency, sustainable infrastructure, climate resilience, education and research enablement, and inclusive technologies.

Philanthropic Work

For philanthropic enquiries please contact our team directly.

Contact Us

For inquiries regarding capital deployment, partnerships, or general information.

Send us a message

Address

Traderline AG
Sonnmatt 19
6343 Rotkreuz
Switzerland

OUR PHILOSOPHY

Comprehensive Services,

Institutional Excellence

Our Expertise

1

Asset Management

We start with a no-obligation consultation call where we discuss your goals, challenges, target audience, and project requirements. This helps us understand your vision and determine if we’re the right fit.

Our Expertise

1

Asset Management

We start with a no-obligation consultation call where we discuss your goals, challenges, target audience, and project requirements. This helps us understand your vision and determine if we’re the right fit.

1

Asset Management

We start with a no-obligation consultation call where we discuss your goals, challenges, target audience, and project requirements. This helps us understand your vision and determine if we’re the right fit.

1

Asset Management

We start with a no-obligation consultation call where we discuss your goals, challenges, target audience, and project requirements. This helps us understand your vision and determine if we’re the right fit.