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

“We find it difficult to differentiate our funds from those of our competitors.”

“​​We don’t have strong relationships with the gatekeepers.”

“Our website is not generating quality leads.”

“Our portfolio managers and products are not getting the attention from the media they deserve.”

Help for asset managers with mergers and acquisitions

“I want to manage money but get rid of the headache of operating the mutual fund.”

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Why Email Blasts Are Dead and Marketing Automation is Thriving

April 17, 2018

As the financial services world continues its slow crawl into the digital age, boutique asset management firms and mutual fund companies are facing new challenges in marketing and growing their businesses. Many firms have reached a critical juncture in their marketing efforts where they must decide between what is easy and inexpensive but no longer… Read more »

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Rising AUM? Declining Shares Outstanding? Time to Plug the Leak

April 12, 2018

Investment management firms are celebrating record assets under management after an increase in 2017 of 16.1 percent – from $18.2 trillion to $21.1 trillion. According to Thomson Reuters Lipper, equity managers fared the best with an increase of 21.6 percent. This is obviously great news for investment managers as it translates into nice-sized bonuses. However,… Read more »

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Considerations For Your Growth Strategy

April 10, 2018

Do you have a great story to tell, but find that investors aren’t paying as much attention as you’d like? Or perhaps you’ve been building your growth strategy and want additional ways to amplify your results. Now is the perfect time to think about your current results and how you can do even better over… Read more »

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Market Volatility Reveals Communications Challenge for Investment Managers

April 10, 2018

The seismic market events of the last two months should be a stark reminder to investment management firms that having a well-conceived communication plan at the ready is essential if they want to differentiate themselves among anxious financial advisors. Contact and Communication is Biggest Unmet Need of Advisors According to a survey of financial advisors… Read more »

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In The News

Rising AUM? Declining shares outstanding? Time to plug the leak

April 05, 2018

Investment management firms are celebrating record assets under management after an increase in 2017. This is great news for investment managers as it translates into nice-sized bonuses. However, beneath the surface, there are signs that the foundation may be cracking in many firms, exposing the vulnerabilities of investment managers as they enter a new period… Read more »

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Evolution of the Financial Services Industry

April 01, 2018

Demographic shifts, advancing technology, changing consumer preferences, a surging and sometimes volatile stock market, and increasing regulatory scrutiny are compounding elements of the uncertainty keeping many firms in a perpetual reactive mode. It is more important than ever for business leaders to un­derstand the current trends, what is driving them, and the risks they present…. Read more »

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Recruiters Salivate as Greg Fleming Completes Marriage to Rockefeller & Co.

March 09, 2018

The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges. Dan Sondhelm and other industry observers offer their perspectives.

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