Sondhelm Partners has been shortlisted for the 2026 Mutual Fund & ETF Awards in the PR Campaign of the Year category for our work with KraneShares.
We’re honored to be recognized alongside some seriously talented companies in the PR category:
Craft & Capital (BondBloxx campaign)
Keramas (Calamos campaign)
Gregory (REX Shares campaign)
Thornburg Investment Management
Lyceus Group (F/m Investments campaign)
Lowe Group (Praxis Investment Management campaign)
Winners will be announced February 11 at the Metropolitan Club in New York. Looking forward to seeing many of you there. Best of luck to all the finalists.
Dan Sondhelm has been selected as a judge for the Private Asset Management Awards (PAM) 2026, presented by With Intelligence.
The awards recognize excellence across the US private wealth management industry, with over 40 categories covering wealth managers and service providers. Winners will be announced at the ceremony on February 5, 2026 in New York City.
Dan joins a panel of leading wealth managers, advisors, and industry experts who evaluate entries based on innovation, performance, and client service. The judging process is designed to ensure fair and accurate recognition of true excellence in private wealth management.
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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 boutique ETF suite ditches its separate brand to reunite with its parent company name just as three new ETFs prepare to launch. The timing reveals a bigger shift. Dan Sondhelm weighs in on this topic in Ignites. Subscription required.
Fund shops are bypassing advisors entirely, going straight to retail investors through TikTok campaigns and podcast hosts who can make their products go viral. Dan Sondhelm offers expertise in Ignites.
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