Category: In The News


Sondhelm​ ​Partners​ ​Shortlisted for Three Hedgeweek ​EU​ ​Awards​ ​2026

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Sondhelm​ ​Partners​ ​has​ ​been​ ​shortlisted​ ​for​ ​the​ ​following​ ​categories​ ​at​ ​the​ ​Hedgeweek®​ ​EU​ ​Awards​ ​2026:

  • Marketing​ ​Agency​ ​of​ ​the​ ​Year
  • ​PR​ ​&​ ​Communications​ ​Firm​ ​of​ ​the​ ​Year
  • Third-Party​ ​Marketing​ ​Firm​ ​of​ ​the​ ​Year

This is quite an accomplishment!

Please vote for us in these three categories. The​ ​deadline​ ​for​ ​voting​ ​is​ ​Friday​, April 3, 2026​ ​(midnight​ ​GMT).

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New York Life Shakes Up Branding, Keeps Unit Names

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Retiring a beloved brand can quietly cost you more than you gain. Dan Sondhelm weighs in on this trend in Ignites.

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BlackRock​ ​Takes​ ​On​ ​Conspiracy​ ​Bots​ ​as​ ​Misinformation​ ​Risk​ ​Grows

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Ignoring​ ​misinformation​ ​used​ ​to​ ​be​ ​an​ ​option.​ ​Not​ ​anymore.​ ​FundFire​ ​explores​ ​why,​ ​and​ ​Dan​ ​Sondhelm​ ​is​ ​part​ ​of​ ​the​ ​conversation.​​​​​​​​​​​​​​​​ Read on.

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Dan Sondhelm Named Judge for 2026 Alternative Credit Awards North America

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Sondhelm Partners CEO Dan Sondhelm has been selected as a judge for the 2026 Alternative Credit Awards North America, hosted by Alternative Credit Investor.

The awards recognize the fund managers and service providers shaping the alternative credit industry across North America. Categories cover the full spectrum of alternative credit strategies, including direct lending, real estate debt, infrastructure debt, structured risk transfers, asset-backed finance, and CLOs.

Alternative Credit Investor is the leading global publication covering alternative credit, with readers spanning limited partners, general partners, and service providers worldwide.
The awards ceremony takes place April 14, 2026 at 583 Park Avenue in New York City.

Sondhelm Partners works exclusively with boutique asset managers, wealth managers, and fintech companies, helping them compete and grow through marketing, PR, and strategic partnerships.

For more information about the awards, visit the Alternative Credit Awards website.

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Deal propels Virginia’s Burke & Herbert into Pennsylvania

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Burke   &   Herbert’s   second   acquisition   in   three   years   pushes   the   Virginia   bank   past   $11   billion   in   assets.   Dan   Sondhelm   calls   it   “a   straightforward   play   for   scale   and   expanded   footprint.” Find out more. Subscription required.

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Barclays Tipped to Bid for Evelyn Partners – Experts Weigh In

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A possible Barclays move for Evelyn Partners is stirring the wealth world and raising questions about what comes next for firms chasing scale. Dan Sondhelm opined in the piece.

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Neuberger to Drop ‘Berman’ from 18 Funds

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Most multi-syllable fund firms don’t use their full name on products. Cleaner works better. But when you’ve built 85 years of brand equity, dropping half your name takes confidence. Dan Sondhelm explains the strategy in Ignites. Subscription required.

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Sondhelm Partners Wins Two Awards at 2025 Institutional Asset Manager Service Provider Awards

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We won two awards last night at the 2025 Institutional Asset Manager Service Provider Awards in London—Best Placement Agent and Best Third-Party Marketing Firm.

Best Placement Agent makes it three years in a row. Best Third-Party Marketing Firm is two straight years. We were also shortlisted for Best PR and Communications Firm in 2023 and 2024.

Back-to-back wins don’t happen by accident. They come from showing up consistently for clients, understanding what boutique managers need, and doing the work that helps them stand out in a crowded market.

Here’s what three years taught us: boutique firms can’t compete with big firms on marketing budgets. They win by being specific, targeted, and relentless about reaching the investors who get what they’re building. That means knowing each manager’s unique story, building visibility through smart marketing and PR, and making the right investor introductions at the right time.

“We’re grateful for the trust our clients place in us and proud to see that consistency recognized,” said Dan Sondhelm, CEO of Sondhelm Partners. “Our team shows up every day focused on helping managers tell their stories and build real connections with investors.”

“We enjoy our Institutional Asset Manager Service Provider awards at the end of each year, usually marking the approach to the Christmas festivities,” said Beverly Chandler, Managing Editor of Chandler Publishing, the publisher of Institutional Asset Manager, ETF Express, and Wealth Adviser. “Many congratulations to our winners who represent the best in the crucial role of providing services to the institutional investment community.”

The awards ceremony happened at the Royal Thames Yacht Club in Knightsbridge. Chandler Publishing puts on the event each year to recognize service providers making an impact in institutional asset management.

Sondhelm Partners works with boutique and emerging managers across mutual funds, ETFs, private equity, and other strategies. Our job is helping these firms break through the noise, connect with the right investors, and grow their assets under management.

Want to learn more about how we help managers build their brand and reach qualified investors? Visit www.sondhelmpartners.com.

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A Massachusetts Mutual Bank Moves Into Private Banking

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Salem Five Cent Savings Bank is expanding into private banking after 170 years. Dan Sondhelm shares insight on the opportunities, risks, and what to watch as they scale. Subscription required.

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Managers​ ​Prep​ ​‘SWAT​ ​Teams’​ ​for​ ​Race​ ​to​ ​Publish​ ​Timely​ ​House​ ​Views

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Speed​ ​matters​ ​when​ ​markets​ ​move.​ ​Asset​ ​managers​ ​are​ ​building​ ​rapid-response​ ​teams​ ​to​ ​publish​ ​house​ ​views​ ​faster​ ​without​ ​tripping​ ​compliance.​ ​Michael​ ​Kuczkowski​ ​shared​ ​insight​ ​for​ ​FundFire’s​ ​article​ ​on​ ​this​ ​shift.​​​​​​​​​​​​​​​​

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In The News Archives - Sondhelm Partners