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


Casey Quirk: 2019 is a Pivotal Year for Asset Managers

December 11, 2018

A weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry. After a decade of year-over-year growth in AUM, managers have reached a critical juncture where a transitioning market can no longer mask the lack of organic growth, which is vital to sustainable profits. What are managers to do?

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Brad Hearsh (UBS): What’s Driving Asset Manager M&A Valuations?

November 28, 2018

M&A is still a hot topic and is a great growth (and exit) strategy for fund managers. We reached out to our friend Brad Hearsh, a senior advisor for UBS Investment Bank, for his insights into the consolidation in asset management and what’s driving valuations.

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Stop Making These Mistakes When Talking to Gatekeepers

November 26, 2018

Getting in front of gatekeepers of institutional, wirehouse, broker-dealer and RIA firms is essential. But not all portfolio managers are prepared for the conversations. While anyone can get through a 30 minute meeting, increase the odds of a second meeting by avoiding these mistakes.

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Asset Managers’ Advance into Digital Coming Up Short

November 19, 2018

As more asset managers embrace digital technologies, few are connecting the dots between technologies which results in a disjointed approach to marketing, sales and client servicing. Good news is they are making progress, according to a recent industry survey.

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In The News


Advisors Need More Than Referrals to Grow Sustainably

December 09, 2018

RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm’s latest Advisor Perspectives contribution got some additional play in Value Walk.

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Advisors Need More Than Referrals to Grow Sustainably

December 06, 2018

RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm pens his latest contribution for Advisor Perspectives.

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Here’s What’s Driving Asset Manager M&A Valuations

December 05, 2018

We’ve written extensively about the challenges facing smaller asset managers and boutique mutual fund firms – the growing tide of passive investing, negative fund flows and fee pressures – making it more expensive to operate from a marketing, distribution and regulatory perspective.

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