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Sondhelm Partners Named Best Third-Party Marketing Firm in United States in 2022
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Insights
SEO for Wealth Managers and Asset Managers: The 6 Things You Must Do First
November 14, 2022
An increasing number of wealth managers and asset managers are recognizing the importance of search engine optimization (SEO) on their websites for lead generation, brand building, and visibility. For many, the most significant obstacle is not knowing what they don’t know and starting down a path that leads to no leads—or to suboptimal results. Even
Third-Party Marketers and Placement Agents: A Boutique Asset Managers’ Path to Raising Capital
October 18, 2022
Third-party marketers and placement agents can play a critical role in helping asset managers raise capital. This article details what these firms do, why their established investor relationships are critical, and how to select the right partner.
How Smaller Hedge, Private Equity Funds Can Raise Capital When a Capital Raise is Premature
October 04, 2022
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.
The SEC’s New Modern Marketing Rule: Are You Prepared to Comply?
July 08, 2022
Less than 25% of investment managers admit they’ve fully instituted processes for complying with SEC’s Modern Marketing Rule (Rule 206(4)-1) that is scheduled to go into effect in less than four months. Do you understand the new requirements? Is your firm on track toward meeting these requirements? Our client Chris Ruppenstein of Synthesis shared his insight for sales, marketing, and compliance departments better conform to the new rules.
In The News
Six Key Issues International Asset Managers Must Consider Before Breaking Ground in the U.S.
November 10, 2022
Is your firm thinking about setting up shop in the U.S? Here are six key issues you need to consider before you make your move.
Dan Sondhelm to Judge With Intelligence Private Asset Management Awards 2023
November 08, 2022
Sondhelm Partners is proud to announce Dan Sondhelm will be one the judges for the With Intelligence Private Asset Management Awards 2023. Winning a Private Asset Management Award is a true seal of approval. Learn more about this competition. Wealth managers can nominate their firms now. Read more.
Hedgeweek Names Sondhelm Partners Best Third-Party Marketing Firm in United States for 2022
November 03, 2022
Sondhelm Partners today announced that it has been recognized as the best third-party marketing firm in the United States for 2022 by Hedgeweek. The annual Hedgeweek US Awards recognize excellence among service providers and fund managers in the United States. The service provider categories, including Best Third-Party Marketing Firm, span all the key areas of
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