Sondhelm Partners is the premier provider of integrated distribution, marketing, and public relations for the asset management industry
“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
Assess Your 2019 Growth Strategy
Are you on track to meet your goals? What’s working and what’s not? What improvements can you make? Take our growth assessment to understand your opportunities for growth. You will also receive our complimentary report, “How to Rethink Your Growth Strategy Now."
Watch our 60 second video
Stay Well-Informed With Our Latest Insights
Insights
Global Asset Management 2019: Will These ’20s Roar?
August 16, 2019
Technology will effectively be table stakes in most markets. Getting it right will require a new strategic agenda and, usually, significant investment. Boston Consulting Group expects most firms to step up their sales and marketing digitization activities, leading to reimagined business models, new technology capabilities, greatly increased efficiency, and transformed client relationships, in their recent report.
What Gatekeepers Want From Manager Meetings
August 12, 2019
Citywire looks back at their professional buyer Q&As from the first half of 2019 and recaps gatekeepers' best and worst experiences when meeting managers.
How to Be a Thought Leader in the Digital Era (video)
July 31, 2019
For asset and wealth managers, achieving thought leadership is essential. Thought leaders are viewed as people of influence, with recognized expertise, credibility and strong reputations. Thought leaders are financial professionals whose words matter. Of course, it’s difficult to become a thought leader. It requires a plan and a commitment to do the four things that most people won’t do.
Traits of the Modern PR Executive
July 29, 2019
Over the past decade, the role of the financial public relations professional has changed significantly; most notably, an increased correlation between sales, marketing and public relations. Because this link is blurring lines between the disciplines, PR professionals must act as strategic financial industry consultants and not merely tactical individuals.
In The News
Creating the “Billions” Impression to Prospective Buyers
August 12, 2019
Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in NASDAQ.
Fund Adoption: A Potential Growth Strategy
August 05, 2019
Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.
Creating the “Billions” Impression to Prospective Buyers
August 02, 2019
Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression, as published in Iris.
Connect
