In the world of wealth management, the quality of B2B relationships is becoming a real competitive advantage. On Hubfinance, our peer-review solution (B2B Customer Experience) enables every player in the sector—whether family offices, private banks, life insurers, or asset managers—to measure, compare, and assess the quality of their professional partnerships. Discover how a structured and transparent B2B experience can boost your reputation, build trust, and open the door to the Wealth Management Awards.
How does peer evaluation work on Hubfinance?
16 criteria for a 360°
view On our platform, every member of the community—family offices, private banks, life insurers, asset managers, etc.—can evaluate their partners in complete confidentiality based on 16 key criteria divided into 4 dimensions:
- Offer: pricing, attractiveness, innovation, partner compensation
- Process: back-office, investor experience, digitalization, responsiveness
- Team: Wealth and tax engineering, management vision, marketing support, sales effectiveness
- Corporate: ESG, financial strength, reputation, brand awareness
This relationship scoring provides a comprehensive and structured overview of the quality of your B2B relationships.
Confidentiality and Methodology
The evaluation is confidential: each partner can choose to remain anonymous or identify themselves, ensuring complete freedom of expression. The data is then methodologically weighted to ensure its reliability and representativeness. This gives you access to comparable and objective scores, which are essential for steering and improving your partnership strategy.
What are the benefits for your reputation and relationships?
Industry benchmark: compare your positioning against key players in wealth management in Luxembourg and internationally.
Continuous improvement: identify your strengths and areas for growth to enhance partner satisfaction.
Professional reputation: Highlight the quality of your relationships using tangible data that adds value within your ecosystem.
Over 3,000 industry members are already using this approach to raise their standards and boost their credibility.
From evaluation to recognition: the Wealth Management Awards
The B2B Customer Experience is not just an analytical tool: it forms the exclusive foundation of the Partner Excellence Awards, which will be presented on February 10 at the ECCL during the Family Office & Asset Management Summit’s luncheon reception.
These awards are based solely on real evaluations collected via Hubfinance.com.
They highlight, in a completely independent manner, the players who embody the highest standards in the ecosystem:
- Relational excellence: building strong, transparent, and lasting partnerships.
- Credibility and trust: values measured directly by peers, far beyond mere rhetoric.
- Value creation: the ability to innovate, support, and generate tangible impact for partners.
Being a winner means receiving unique industry recognition that reflects your performance and the quality of your relationships in a highly competitive market.
Join the Hubfinance community
Hubfinance is committed to providing wealth management professionals with practical tools to compare, improve, and collaborate over the long term.
Access your personalized dashboard now or request a free demo to discover B2B peer evaluation.
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