Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
Citywire looks back at their professional buyer Q&As from the first half of 2019 and recaps gatekeepers’ best and worst experiences when meeting managers.
When was the last time you reviewed your growth strategy? How about your sales retention efforts, marketing technology, or investment story? No time like now to review and improve.
As a boutique asset manager, you can transform your sales and marketing culture from the top down. First, though, you must create a strong business case backed by research.
At some point, the bad times will return. Some asset managers will find new revenue opportunities when they arrive, while others must go into survival mode. The intelligent firms will start preparing now.