The PAM Awards are a hallmark of excellence, showcasing innovation and outstanding performance in private asset management.
Honing a Marketing and Sales Strategy for 2024
December 5, 2023 | In The News
Financial firms are grappling with developing 2024 sales and marketing plans amid new technologies, engagement approaches, and an uncertain landscape. Institute for Innovation Development founder Bill Hortz sat down with Dan Sondhelm to discuss insights on crafting an effective growth strategy.
Sondhelm Partners Shortlisted for Hedgeweek European Awards 2024
December 4, 2023 | In The News
Please show your support by voting for Sondhelm Partners in the Best PR and Communications Firm category (#44) on the Hedgeweek Awards website before voting closes this Friday, December 8, 2023.
Sondhelm Partners Wins Best Placement Agent Award, Shortlisted for Two More at Institutional Asset Manager 2023 Awards
December 1, 2023 | In The News
Industry peers recognize our achievements in connecting boutique asset managers to investors through integrated capital-raising and brand-building efforts.
Active Mutual Fund Managers: Your Days Could Be Numbered?
December 1, 2023 | Insights
A provocative PwC report predicts by 2030, up to 20% of active mutual fund boutiques could vanish, overwhelmed by market pressures and the surge of low-cost ETFs and index funds. How can smaller firms protect themselves and thrive?
What Boutique Asset Managers Can Learn from Big Firms’ Website Mistakes
November 17, 2023 | Content Marketing
Big firm websites are missing the mark. Learn how boutique asset managers can sidestep these pitfalls and create an advisor-friendly website that attracts and retains investors.
Asset Managers Relax Hybrid Office Policies for the Holidays
November 14, 2023 | In The News
Asset managers have ramped up the number of days employees must enter the office. But, some company executives are relaxing those in-office policies to allow employees to work remotely for the holiday season. Dan Sondhelm opined on the trend for Ignites.
Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023
October 30, 2023 | In The News
We are excited to announce that Sondhelm Partners has been honored at the Hedgeweek US Awards 2023. We retained our title as the Best Third-Party Marketing Firm and secured third place in the Best PR & Marketing Firm category.
Sondhelm Partners Continues Winning Streak at Hedgeweek US Awards 2023 Retains Best Third-Party Marketing Firm Title and Clinches Third Place in Best PR & Marketing Firm Category
October 27, 2023 | In The News
Hedgeweek recently recognized Sondhelm Partners as the best third-party marketing firm in the US in 2023, an award Sondhelm has won for the second year in a row. Sondhelm Partners also clinched a strong third place in the competitive Best PR & Marketing Firm Category.
The Unique Voice of Boutique Asset Managers During the Israeli-Hamas Conflict
October 13, 2023 | Public Relations
It’s a moment fraught with tension: global eyes on the Middle East and markets in flux. Clients want answers. While industry giants dominate, are you prepared to offer your perspective?
Sondhelm Partners Shortlisted for Three Categories at Chandler Publishing’s Institutional Asset Manager 2023 Awards
October 4, 2023 | In The News
Exciting news! Sondhelm Partners is shortlisted in three brand building and capital raising categories at Chandler Publishing’s 2023 Institutional Asset Manager Awards. Your vote can make a difference. Cast it now!
Replay Now Available for GAMMA Webinar on AI Trends for Asset Managers
September 27, 2023 | In The News
Did you miss the live GAMMA webinar on AI trends shaping the asset management industry? Don't worry; the full replay is now available for viewing. The session features insights from Daniel Satchkov of RiXtrema and is moderated by Dan Sondhelm. The webinar dissects the...








