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Your wealth is our priority.

Asset management for the future
by the specialists of today.

Core competence

Asset management and portfolio analyses

Expertise

Around 20 experienced specialists in the areas of asset management, business development, risk management and organisation 

IT and back-office expertise from our partner company SOLFIN Financial Service Solutions AG, with around 10 additional employees

Best-in-class approach

Selection of the best fund managers, no own-label products or retrocession fees

Development

Continual inflow of new money
Assets under management as of the first quarter of 2017: CHF 2.15 billion

State of the art

Management, analysis and information systems structured in line with criteria defined by Factum AG Vermögensverwaltung

Complementary services

Financial publications, securities accounting, credit advisory

Continuity

Private ownership and owner-managed, no turnover of management staff since foundation

International

Registered office in Vaduz, Liechtenstein
Branch in Vienna, Austria

Liechtenstein financial centre

Consistent political environment, high degree of legal certainty, stable Swiss franc, strong economy and AAA country rating

Supervisory body

Liechtenstein Financial Market Authority FMA

Membership

Association of Independent Asset Managers in Liechtenstein

Milestones

2016 | Austrian branch

Factum AG Vermögensverwaltung expands: with the opening of the branch in Vienna, Factum AG Vermögensverwaltung is now represented in the important Austrian market.

2014 | 20-year anniversary

The organisational structure and independence of Factum AG Vermögensverwaltung have enabled it to provide individual advisory and management services to an international clientele for 20 years now. Factum AG Vermögensverwaltung is an independent asset manager that links continuity and expertise with state-of-the-art technology, thus allowing it to look to the future with a high degree of motivation and confidence.

2008 | Expansion of management team

Ralf Ackermann, who has been with Factum AG Vermögensverwaltung since 2004 as a financial specialist, becomes a partner in the company.

2007 | Future-oriented investment

In-depth knowledge supplemented with advanced technology: first-class professional management, analysis and information systems mean the specialists at Factum AG Vermögensverwaltung can access independent, tailored information at all times going forward.

1994 | Company foundation

Jürg Meier and Claudio Marxer found Factum AG Vermögensverwaltung. The government of the Principality of Liechtenstein grants the company a licence on 6 December 1994.