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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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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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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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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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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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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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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.
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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.
(Subscription required)
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Frontier drops its name for parent company Magellan Financial Group as it expands in North America. Dan Sondhelm shares his take on the move for Ignites.
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State Street filed for five new high-yield bond ETFs without its signature SPDR brand, creating “smart positioning opportunities” for distinct brand identities, Dan Sondhelm told Ignites.
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