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
Quarterly Technology Strategy Q3 2025
The quarter reflected a firming of technology fundamentals following the broad Q2 market rebound. Underlying fundamentals improved meaningfully across several key verticals, driven by both structural demand trends and evolving regulatory frameworks. Investor focus sharpened on operational scalability, energy efficiency, and the maturing economics of AI deployment—even as early-stage technologies gained traction at the margins. The sector also saw increasing complexity in capital flows, partnerships, and supply chains, reflecting the accelerating pace of innovation and infrastructure build-out.
October 20, 2025
Economic Brief: Gold Rush
From gold to gigabytes, Jon Manchester, CFA, CFP® (Chief Strategist, Wealth Management) draws a line from California’s first gold rush to today’s race for artificial intelligence, exploring the optimism, risk, and reinvention that come with every new boom.
October 14, 2025
Globalization, Reshoring, and the Cost of Stability
Bailard’s SRII team looks at the forces reshaping global trade ,the costs that follow, and what these shifts might mean for investors.
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