Category: In The News


BNY Chops ‘Mellon’ in Rebrand

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BNY has rebranded, dropping the “Mellon” from its name and adopting a new logo, as the company looks to evolve its operating model. Dan Sondhelm opined for this article.

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Upgrading PR Strategies for Outcome-Driven Impact

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Struggling to get your story heard in today’s crowded financial marketplace? Discover the 13 most damaging yet overlooked PR pitfalls hurting boutique firms. Dan Sondhelm shares his insights with Bill Hortz.

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Sondhelm Partners Wins Best Third-Party Marketing Award 2022-2024 from Hedgeweek

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Alexandria, VA — June 7, 2024 — Sondhelm Partners, a firm dedicated to helping boutique asset managers build brands and raise capital, proudly announces its latest victory as the winner of the Third-Party Marketing Firm of the Year category at the Hedgeweek US Emerging Manager Awards 2024. The firm secured an impressive 31.9% of the votes.

Sondhelm Partners was shortlisted for the award alongside three other distinguished firms: Stonehaven, Cap Intro Solutions, and Clear Glass Capital.

The annual Hedgeweek US Emerging Manager Awards, in partnership with Bloomberg, commend outstanding performance and service among fund managers and service providers in the United States. Bloomberg pre-selected the fund managers in the performance categories, while Hedgeweek users voted to determine the service providers. The awards saw 23,000 votes cast, including 45% from managers, 18% from allocators, and 37% from service Providers.

This win adds to Sondhelm Partners’ list of Hedgeweek accolades, including:

  • Hedgeweek European Awards 2024: Best Third-Party Marketing Firm (Shortlisted)
  • Hedgeweek US Awards 2023: Best PR and Communications Firm (Shortlisted)
  • Hedgeweek US Awards 2023: Best Third-Party Marketing Firm (Winner)
  • Hedgeweek US Emerging Manager Awards 2022, 2023, and 2024: Best Third-Party Marketing Firm (Winner)

“Navigating brand building and capital raising is challenging for many hedge fund managers,” said Dan Sondhelm, CEO of Sondhelm Partners. “Hedgeweek’s recent survey echoes this sentiment, revealing that 82% of emerging managers and 62% of all hedge fund managers find this their most difficult task. We’re pleased to offer strategic guidance, easing our clients’ paths toward growth.”

“We are thrilled to be recognized again by the hedge fund community for helping emerging managers navigate the complexities of raising AUM.” Sondhelm continued. “This accolade is a joint effort of sorts. It’s a testament to our team, clients who have invested their trust in us, and the broader community of investors and journalists who engage with us for access to unique investment opportunities.”

“The Hedgeweek Emerging Manager US Awards is a rigorous evaluation of service providers for hedge funds, underscoring the significance of each win,” according to a Hedgeweek spokesperson. ‘Sondhelm Partners’ achievements in the Third-Party Marketing category exemplify the competence and competitiveness we seek to recognize, making them most deserving of these honors.”

The Hedgeweek US Emerging Managers Awards Reception was held last night, on June 6, 2024, at Convene 101 Park Avenue in New York City.

About Sondhelm Partners

At Sondhelm Partners, we specialize in accelerating growth for select boutique asset managers globally. We amplify your story and expand assets under management. While our expertise assists firms of all sizes, we excel at identifying promising “hidden gems” among boutiques. We shine a light on boutiques to overcome those challenges and drive growth.

We work with boutique asset managers, offering various investment vehicles such as mutual funds, ETFs, separately managed accounts, institutional strategies, hedge funds, private equity, private credit, and real estate. We serve wealth managers, investment banks, research firms, fintech companies, and industry service providers. This breadth of experience allows us to design strategies tailored to each client’s situation, challenges, and goals.

About Hedgeweek

Hedgeweek is a global news source for the hedge fund industry. It provides information, events, and analysis to educate, inform, and encourage collaboration between service providers, allocators, and managers.

FOR MORE INFORMATION
For more information, please contact Dan Sondhelm, CEO of Sondhelm Partners, at 703-597-3863 or dan@sondhelmpartners.com, or visit www.sondhelmpartners.com

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Mastering Manager Database Profiles and Content Marketing to Catch the Eye of Investors

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It is difficult to get on investors’ radars in a crowded marketplace, and staying top of mind through lengthy review processes is even harder.

We’re hosting a panel discussion on:

  1. Optimizing database profiles to increase discoverability
  2. Ensure your fund and personnel look the part of serious asset managers seeking investment
  3. Crafting compelling content marketing that keeps interest high

Our experts have guided billions in allocations. Hear their insights on database and marketing combinations that influence investors evaluating new fund partners. Attend to learn targeted steps for improving your firm’s database visibility and content strategy in a coordinated way. Master these in unison to capture more enduring assets.

Register now to secure your spot!

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Is Your Website Stifling the Growth of Your Wealth Management Firm?

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In the following sections, we’ll explore how each component of your website contributes to this ongoing process. Our recent insights article was picked up in Advisorpedia.

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How Financial Advisors Can Capitalize on the “Money in Motion” Era

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Advisors must adopt a proactive and multifaceted approach to seize the opportunities presented by the money-in-motion era and attract and retain clients. Our recent insights article was picked up in Advisorpedia.

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Shops Find New Ways to Forge Advisor-Wholesaler Bonds

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To attract and keep advisors, emerging strategies are enhancing advisor-wholesaler bonds through personalized communication and community integration. Dan Sondhelm offers key insights in this Ignites article.

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Sondhelm Partners Shortlisted for Fund Marketer of the Year at With Intelligence Mutual Fund & ETF Awards 2024

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We are delighted to announce that Sondhelm Partners has been shortlisted for the Fund Marketer of the Year category at the With Intelligence Mutual Fund & ETF Awards 2024.

The Awards celebrate excellence in fund leadership, sales, marketing, and performance, marking an important accolade within the traditional asset management industry.

The award ceremony is scheduled for June 18, 2024, at the prestigious Metropolitan Club in New York City. This event will gather industry professionals for an evening of recognition and networking, offering an excellent opportunity for industry leaders to connect and celebrate achievements.

In addition to our team’s nomination, we are proud to mention that Dan Sondhelm, CEO of Sondhelm Partners, serves as a judge of other categories at the awards.

We congratulate our fellow nominees, including Calamos Investments, Cambiar Investors, and Gabelli Funds, and look forward to the results at the upcoming ceremony.

Please visit the official awards website for more details about the awards and the event.

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Blurring Lines Between Institutions & RIAs Means Opportunities For Emerging Managers

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In Dan Sondhelm’s latest contribution to Emerging Manager Monthly, discover how the blending of marketing and sales strategies for RIAs and institutional investors offers new growth avenues for emerging managers.

Click to read the PDF version

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How Financial Advisors Can Seize Opportunities in the “Money in Motion” Era

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According to YCharts, an alarming 75% of clients have left or contemplated leaving their advisors. Explore the strategies to attract and retain clients in our latest insights article, as featured in Advisor Perspectives.

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In The News Archives - Sondhelm Partners