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.”

Assess Your 2019 Growth Strategy

Are you on track to meet your goals? What’s working and what’s not? What improvements can you make? Take our growth assessment to understand your opportunities for growth. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now."

Watch our 60 second video

Stay Well-Informed With Our Latest Insights

Insights


Global Asset Management 2019: Will These ’20s Roar?

August 16, 2019

Technology will effectively be table stakes in most markets. Getting it right will require a new strategic agenda and, usually, significant investment. Boston Consulting Group expects most firms to step up their sales and marketing digitization activities, leading to reimagined business models, new technology capabilities, greatly increased efficiency, and transformed client relationships, in their recent report.

Read more »


What Gatekeepers Want From Manager Meetings

August 12, 2019

Citywire looks back at their professional buyer Q&As from the first half of 2019 and recaps gatekeepers' best and worst experiences when meeting managers.

Read more »


How to Be a Thought Leader in the Digital Era (video)

July 31, 2019

For asset and wealth managers, achieving thought leadership is essential. Thought leaders are viewed as people of influence, with recognized expertise, credibility and strong reputations. Thought leaders are financial professionals whose words matter. Of course, it’s difficult to become a thought leader. It requires a plan and a commitment to do the four things that most people won’t do.

Read more »


Traits of the Modern PR Executive

July 29, 2019

Over the past decade, the role of the financial public relations professional has changed significantly; most notably, an increased correlation between sales, marketing and public relations. Because this link is blurring lines between the disciplines, PR professionals must act as strategic financial industry consultants and not merely tactical individuals.

Read more »


In The News


Creating the “Billions” Impression to Prospective Buyers

August 12, 2019

Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in NASDAQ.

Read more »


Fund Adoption: A Potential Growth Strategy

August 05, 2019

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

Read more »


Creating the “Billions” Impression to Prospective Buyers

August 02, 2019

Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in Iris.

Read more »

Grow your business with Sondhelm Partners

Contact Us Today