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

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


New Money, New Methods

February 19, 2020

Remember when investors called your 800 number?

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5 Steps to Prepare for the Founder’s Death

February 17, 2020

As uncomfortable as it may seem, now is the time to plan for such an event - while everyone is thinking rationally, and there is time to consider all contingencies.

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4 Ways to Transform Your Sales and Marketing Culture

February 10, 2020

Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process.

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Is HR on the line?’: Gatekeepers best and worst manager meetings

February 03, 2020

Citywire highlights it’s top Q&As in 2019, in which eight gatekeepers recount their best and worst investor interviews, from overconfident PMs to preposterous historical returns. This is my favorite column in Citywire.

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In The News


5 Steps to Prepare for the Founder’s Death

February 19, 2020

As uncomfortable as it may seem, now is the time to plan for such an event - while everyone is thinking rationally, and there is time to consider all contingencies. As published on Iris.

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Sondhelm Partners is proud to support the Kennedy Center for Performing Arts

February 19, 2020

Center hosts thousands of performances by the greatest artists from across the world.

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How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature

February 17, 2020

Smaller hedge and private equity funds often are run by money managers, not marketers. They want to grow but they struggle for investor dollar because of short track-records, not enough assets and limited reputations. Traditional third-party sales firms won’t represent them, yet. For now, use these marketing strategies to get noticed. As contributed to the 3pm marketing blog.

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