Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry 

Sondhelm Partners Recognized by Hedgeweek as Best Third-Party Marketing Firm in US for Third Consecutive Year

hedgeweek-2024

Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2024, an award Sondhelm has won for the third year in a row.

brand positioning for asset managers

“Our story needs some work.”

Distribution Help For Fund Managers

“Our sales team could use some direction.”

Marketing firms for asset managers

“Our email-blasts just aren’t gaining traction.”

PR for portfolio managers

“We aren’t getting the news coverage we deserve.”

Help for asset managers with mergers and acquisitions

“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”

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Insights


When Your News Media Interview Doesn’t Make the Cut

August 29, 2024

Frustrated when not a single word of your news media interview makes the cut? Learn how to turn media disappointments into PR gold. Discover insider strategies to boost your firm's visibility, credibility, and investor appeal. Make every interview count—quoted or not.

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Why Investment Managers Must Communicate During Market Volatility

August 07, 2024

Silence during market turbulence? It's a costly mistake. Discover how proactive communication can transform volatility into opportunity, build trust, and give you a competitive edge. Your investors are waiting—don't let competitors fill the void.

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Bob Newhart’s Unlikely Lessons for Portfolio Manager Communication

July 24, 2024

Bob Newhart's comedy holds surprising lessons for boutique asset managers. Discover how a classic TV interview may transform portfolio managers into communication powerhouses. Your assets under management might thank you.

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Beating the Odds: Strategies for Launching a Mutual Fund or ETF in a Competitive Market

June 03, 2024

Recent data reveals that 49% of new funds and ETFs shut down within five years. Discover proven strategies to survive and thrive in a competitive market with our expert guide.

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In The News


Sondhelm Partners Named Placement Agent of the Year at Private Equity Wire US Awards 2024

October 10, 2024

Chosen by thousands of private equity professionals, this award recognizes the winners for their outstanding work and the trust they’ve built with managers, allocators, and service providers.

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Private Equity Wire EU Awards 2024: Sondhelm Partners Nominated for Best PR & Communications Firm – Please Vote!

September 17, 2024

Celebrate fund manager excellence and service provider innovation. Join the industry-wide competition to honor top performers. Sondhelm competes for the prestigious accolade. Vote now!

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Real Estate Expansion Shows Asset Managers Value In-Office Work

September 09, 2024

In recent months, some asset managers have been expanding their geographic footprints, sending a clear message to employees: Working in the office is important. Dan Sondhelm opined for this Ignites article.

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