White labelled research – strategic priority for wealth managers

Published on May 12, 2025 by Priya Vaidyanathan

The global wealth management industry has to contend with rising client expectations, compressed margins and growing regulatory pressures. Clients expect a high degree of personalisation and frequent meaningful communication from their wealth managers. Real-time portfolio updates along with holistic actionable advice are critical for engaging the digital-savvy next-generation investors. Furthermore, regulatory rigour (e.g., MiFID II) for product due diligence makes it crucial for wealth managers to have a documented basis for every recommendation across asset classes such as equities, fixed income securities and ESG. While in-house dedicated research teams are the most ideal antidote, maintaining large teams capable of handling the burgeoning diversity and volume of investments is becoming increasingly difficult and expensive, besides presenting the constant challenge of talent retention. White labelled research is a strategic solution for wealth managers to manage client expectations, have a significant competitive edge and, most importantly, meet regulatory conditions.

What is white labelled research?

White labelled research – a complete research solution – entails investment research, financial modelling and analysis of stocks, fixed income securities and funds that are part of a wealth manager’s investment portfolio. Research is customised as per the needs of a wealth manager and carries the brand of the wealth manager.

In other words, white labelled research covers:

• Equity and fixed income research on companies/fixed-income issuers in the core/top pick universe

• Fund research

• Financial models and valuation

• ESG screening

• Passive coverage of non-core universe

• News flow and management of data collection

• Creation of screeners that help identify outliers

Differences between white labelled research and off-the-shelf research products

Source: Acuity Knowledge Partners

Typical applications of white labelled research

Source: Acuity Knowledge Partners

How Acuity Knowledge Partners can help

If a firm is planning to add advisers, penetrate new markets or cover multiple asset classes without establishing in-house teams, Acuity is the go-to solution provider. We offer bespoke solutions, based on the nature of research, type of data, and depth of data management and analysis required. Our comprehensive research offerings are developed by highly qualified and experienced domain specialists across asset classes (equities, credit research, ESG research and private-markets research), data analysts and technology experts, who work as an extension of our client teams. Acuity has one of the largest pools of research analysts with professional degrees in finance (such as CFA and CPA), who are supported by our Training and Knowledge Management team and a CFA Institute–accredited equity research training programme.

We have over two decades of experience in collaborating with global wealth management firms to ramp-up coverage, maintain/update/track their coverage universe and maintain their secondary/passive universe seamlessly. Our detailed scoping helps understand client needs and prepare tailored solutions.

Our ability to work across the investment research value chain provides a risk-free and cost-effective solution, which enables wealth managers to offer differentiated research/investment ideas. We also provide scalability, and our multiple delivery locations offer support across time zones.

Case studies

In what follows, we provide two case studies concerning different clients that have leveraged our bespoke white labelled research solution.

Case study 1 – Research support on non-core cross-asset research coverage list to European private wealth manager

Case study 2 – Cross-asset research solution for European private wealth manager

Please reach out to us at Contact Us | Acuity Knowledge Partners.

You can also visit our webpage Private Wealth Management Services | Acuity Knowledge Partners to know more about our offerings to wealth managers.

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