Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
Sondhelm Partners Continues Winning Streak at the 2023 Hedgeweek US Awards
Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2023, an award Sondhelm has won for the second year in a row. Sondhelm Partners also clinched third place in the Best PR & Marketing Firm Category. The firm was honored with Hedgeweek’s Emerging Manager Award in the Best Third-Party Marketing Firm category earlier this year.
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
How Boutique Asset Managers Can Strengthen Their Brand and Build Trust
April 12, 2024
Brand perception can make or break a firm's success. But what does it take to rise to the top, and how can smaller boutique asset managers compete? Drawing on a Broadridge study, we explore targeted strategies for enduring growth.
How Financial Advisors Can Seize Opportunities in the “Money in Motion” Era
April 09, 2024
In 2023, a shocking 75% of clients left or considered leaving their advisors, according to YCharts. Discover the strategies to attract and keep clients in this challenging landscape.
Preparing for High-Quality Remote Video Interviews
March 07, 2024
Are you ready to create captivating video content that showcases your brand and connects with your investors? This guide provides tips and recommendations to ensure you're prepared for your interview and that the captured footage is optimal for video production.
Six Media Risks Every Asset Manager Should Know—and How to Counter Them
December 14, 2023
Concerned about the risks of working with journalists? Our PR Director, Milin Iyer, reveals six risks for asset managers and effective counterstrategies in our insightful new article.
In The News
How Financial Advisors Can Seize Opportunities in the “Money in Motion” Era
April 19, 2024
According to YCharts, an alarming 75% of clients have left or contemplated leaving their advisors. Explore the strategies to attract and retain clients in our latest insights article, as featured in Advisor Perspectives.
AI Ups Game for Sales and Distribution Teams
April 12, 2024
Explore how AI is revolutionizing efficiency and personalization to attract and retain investors. Dan Sondhelm offered insights for the article.
Automation Takes the Wheel in Marketing Race
April 09, 2024
Growing competitive pressure to produce high-quality fact sheets, monthly reports, pitch books and other investment content is pushing asset managers to automate more of their marketing processes. Dan Sondhelm opined for this article.
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