Independent wealth management and portfolio analyses
Around 20 experienced specialists in the fields of Wealth Management, Business Development and Organisation.
In-house expertise in Risk Management, Compliance and Back Office, supported by our partner company SOLFIN Financial Service Solutions AG with a further 10 employees providing specialized service solutions.
Selection of the world’s best fund managers; where possible only institutional asset classes
Continuous growth in assets under management
As of Q1 2026: CHF 3.00 bn
Management, analysis and information systems structured in line with criteria defined by Factum AG Vermögensverwaltung
Financial publications, securities accounting, credit advisory
Private ownership and owner-managed, no turnover of management staff since foundation
Registered office in Vaduz, LiechtensteinBranch in Vienna, Austria
Consistent political environment, high degree of legal certainty, stable Swiss franc, strong economy and AAA country rating
Liechtenstein Financial Market Authority FMA
Association of Independent Asset Managers in Liechtenstein
Sustained client trust as the foundation of our growth
Our strategy fund, FACTUM Funds – Balanced, breaks through the CHF 100 million barrier.
For over 30 years, our clients have trusted our forward-looking wealth management. Going forward, we will continue to combine experience, continuity, and technology to sustainably protect and grow your wealth.
In response to continuously increasing demand, new fund tranches are now available in CHF, USD, and GBP.
The strategy fund is designed for investors seeking a broadly diversified and actively managed securities portfolio. Investment is possible even with smaller amounts, providing access to Factum’s expertise.
Assets under management (AuM) surpass the CHF 2 billion mark — another milestone. The company now employs more than 20 people.
Factum AG, led by CEO Ralf Ackermann, LMM Investment Controlling AG, led by CEO Jürg Meier, and SOLFIN Financial Service Solutions AG, founded in 2016 and led by CEO Claudio Marxer, unite under one roof at the Home of Finance at Zollstrasse 32 in Vaduz. As independent and autonomous financial service providers, they serve an international clientele.
Factum AG Vermögensverwaltung expands: with the opening of the branch in Vienna, Factum AG Vermögensverwaltung is now represented in the important Austrian market.
To achieve a more central location and accommodate strong growth in assets under management and staff, the company relocates to Zollstrasse 32 in Vaduz.
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.
For the first time in the company’s history, assets under management (AuM) exceed CHF 1 billion.
Due to continuous growth in both staff and assets under management, the company relocates its headquarters to Schaan.
Ralf Ackermann, who has been with Factum AG Vermögensverwaltung since 2004 as a financial specialist, becomes a partner in the company.
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.
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.