Please see page 19 for Sonya’s profile by the Family Wealth Report. The awards program is designed to showcase excellence in the North American wealth sector, and how entrants put their case forward can often be very revealing about the qualities on display. The Family Wealth Report Awards 2023 and 2022 judging process was conducted by expert panels and consist of judges from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth knowledge and a broad experience. The judging process is organized in a way so as to avoid conflicts of interest, and no judge will be asked to review a submission from an organization competitive to their own. Every submission is carefully reviewed to ensure the best companies and individuals are selected as winners in each category, whilst commercially sensitive information is kept confidential. This recognition does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance; there was no fee to enter.
Recent Insights
Bailard CEO Sonya Mughal shares what’s kept her there for 30 years
Sonya Mughal, CFA opens up in a candid interview with Pensions & Investments' about her journey from an entry-level position to CEO, all at Bailard, in her 30-year career solely dedicated to the Company. She discusses her and Bailard's values, how people can find the right place to work, Bailard's culture, and the importance of understanding your clients.
December 9, 2024
Bailard Awarded Fifth in Its Category Among the 2024 Pensions & Investments Best Places to Work in Money Management
Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments.
December 9, 2024
Country Indices Flash Report – November 2024
Donald Trump won the electoral college and popular vote on November 5th to regain the U.S. presidency in January. Republicans also gained a Senate majority and held control of the House. Trump has rapidly announced loyal supporters as Cabinet picks. Markets echoed November 2016: a strong dollar, U.S. equity outperformance, and small cap/value stocks outperforming large cap/growth.
November 29, 2024
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