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


With M&A on the Rise, Firms Face Data and Content Challenges

July 12, 2019

Industry consolidation is causing more asset managers to rethink how they can successfully integrate their information flow, systems, compliance, data and branding. What mistakes are they making and what lessons are they learning to support efficient centralized marketing operations? Synthesis Technology’s CEO John Toepfer shares his insight with MFWire.com. Synthesis is a client.

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Obstacles Salespeople Face when Trying to be Customer-Centric

July 08, 2019

What are the best practices for sales teams at investment management firms? What are their biggest obstacles? How can they overcome them? How much new business can they win if they do? Synthesis Technology’s Emilie Totten, a client, shares her industry Insight.

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For Asset Managers, Thought Leadership May Be Their Only Edge

June 17, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived.

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Institutional Marketing Moves into the Spotlight

June 12, 2019

Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. New research from Chestnut Advisory Group indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution.

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In The News


Sondhelm Partners to Sponsor Ultimus Client Conference

July 15, 2019

Sondhelm Partners is pleased to announce that it will be a Bronze sponsor for the Ultimus Client Summit. The theme of the Summit is VISION 20/20: See opportunities for the upcoming year; Envision new business possibilities; and Apply a vision for strategy, planning and growth.

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For Asset Managers, Thought Leadership May Be Their Only Edge

July 11, 2019

Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. This article was picked up by the 3PM blog.

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2019 SEO Marketing Trends

July 10, 2019

The importance of SEO in the digital marketing world has grown year over year. More consumers today make decisions online and it is key for businesses to have a digital presence. This has only made SEO harder for small businesses. In this article, Dan Sondhelm shared his thoughts along with other digital marketing experts.

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