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

Sondhelm Partners Continues Winning Streak at the 2023 Hedgeweek US Awards


Hedgeweek recently recognized Sondhelm Partners as the Best Third-Party Marketing Firm in the US in 2023, an award Sondhelm has won for the second year in a row. Sondhelm Partners also clinched third place in the Best PR & Marketing Firm Category. The firm was honored with Hedgeweek’s Emerging Manager Award in the Best Third-Party Marketing Firm category earlier this year.

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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Active Mutual Fund Managers: Your Days Could Be Numbered?

December 01, 2023

A provocative PwC report predicts by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive?

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What Boutique Asset Managers Can Learn from Big Firms’ Website Mistakes

November 17, 2023

Big firm websites are missing the mark. Learn how boutique asset managers can sidestep these pitfalls and create an advisor-friendly website that attracts and retains investors.

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The Unique Voice of Boutique Asset Managers During the Israeli-Hamas Conflict

October 13, 2023

It's a moment fraught with tension; global eyes are on the Middle East, markets are in flux, and your clients are looking for answers. While industry giants dominate headlines, are you prepared to break your silence and offer the nuanced perspective only a boutique asset manager can provide?

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Would You Drive a Fast Car Slowly? Overcoming Common HubSpot Roadblocks

July 06, 2023

Are you underusing HubSpot like driving a sports car at 30 mph? Uncover why this happens to many asset managers and learn how to overcome common roadblocks.

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In The News

Sondhelm Partners Honored to be Shortlisted Again for the Fund Intelligence Awards

December 06, 2023

Recognized for two years running as a Fund Intelligence Awards finalist, we are honored among leading financial services PR firms for top brand-building achievements and client impact. Winners will be announced in February 2024.

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Dan Sondhelm Added to the Private Asset Management Awards 2024 Judging Panel

December 06, 2023

The PAM Awards are a hallmark of excellence, showcasing innovation and outstanding performance in private asset management.

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Honing A Marketing And Sales Strategy For 2024

December 05, 2023

Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.

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