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
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
What Changed in Financial Marketing This Year and What It Means for 2026
December 17, 2025
FUSE Research's Loren Fox breaks down why advisors stopped clicking through to your website, why AI makes SEO more critical than ever, and how boutique managers can compete when everyone's doing content.
Why Most Boutique Asset Managers Are Working Cold Lists When They Should Be Working Hot Leads
December 11, 2025
Intent data tells you which advisors are looking for what you offer right now. But if they can't vet you in 30 seconds, you're still making cold calls.
Why Your Marketing Isn’t Working (And Why More Tactics Won’t Fix It)
December 02, 2025
You’ve hired agencies, bought tools, and launched campaigns. Nothing moved the needle. The frustrating truth? You’re solving the wrong problem. Here’s what boutique managers need to fix before spending another dollar on marketing.
Unlock the Secrets to Must-Read Asset Management Emails
November 26, 2025
Are your emails getting read? Find out what asset managers must know to create must-read emails.
In The News
Barclays Tipped to Bid for Evelyn Partners – Experts Weigh In
December 10, 2025
A possible Barclays move for Evelyn Partners is stirring the wealth world and raising questions about what comes next for firms chasing scale. Dan Sondhelm opined in the piece.
Neuberger to Drop ‘Berman’ from 18 Funds
December 08, 2025
Neuberger Berman drops "Berman" from 18 funds. When does brand simplification work for asset managers? The move signals confidence in name recognition after 85 years.
Sondhelm Partners Wins Two Awards at 2025 Institutional Asset Manager Service Provider Awards
December 06, 2025
Back-to-back wins don’t happen by accident. Here’s what three years of awards taught us about helping boutique managers stand out in a crowded market.
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