Financial services from a single source

Proximity and competence are regarded by Casa Nova Consulting AG as important prerequisites for a successful and sustainable customer relationship. But what exactly does proximity mean, and what does competence mean? And which aspects are particularly relevant?

Finanzdienstleistungen aus einem Haus

Your trusted fiduciary partner


Close and competent

With us, you will learn what we mean by proximity and competence and how we live them in our daily dealings with our clients. The areas of fiduciary services and consulting quickly make it clear that our first priority is the principle of being a customer partner. On the one hand, this creates a solid basis for the personal closeness we cultivate with our clients; on the other hand, it is the most important prerequisite for us to meet our own standards: We take responsibility and guarantee high-quality results with professionally competent and committed employees according to the motto "Your Business is our Business".

Principle customer partner

The most important prerequisite for providing our customized services successfully and in the interest of our customers is the creation of a basis of trust.

It is obvious that this does not happen overnight. For this reason, each of our customers has its own personal customer partner.

This is how we create added value

This person is not only an expert, but rather an established and trusted companion, advisor and sparring partner. He knows the individual characteristics and requirements of "his" customer and speaks his language.
Knowing that they have a responsible and committed partner at their side when it comes to making and implementing the right decisions, our customers can concentrate fully on their core competencies. On this basis, we create real added value together.

Working for you with heart and mind


«A great willingness to perform and a high level of professional and social competence are characteristic of our employees. Regardless of their function, they organize their area of responsibility flexibly and are always oriented to the needs of our customers. This is how we create added value.» Sybille L. Hochdörffer

Our solutions are:

  • Flexibel
    Flexible
  • Massgeschneidert
    Customized
  • Spezialisiert
    Specialized
  • Detailgenau
    In detail
  • Verantwortungsvoll
    Responsible
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