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
Country Indices Flash Report – August 2025
President Trump met President Putin in Alaska to discuss the Russia-Ukraine war, then later met in DC with Ukrainian President Zelenskyy and the leaders of several major European countries. Nothing definitive has emerged yet, with the attacks unrelenting.
August 29, 2025
Bailard Earns Global Recognition for Philanthropy and National Ranking Among Top RIAs
This summer brought two honors that speak to who we are at Bailard. The Bailard Foundation was recognized with Best Philanthropic Initiative (Americas) at the global 2025 WealthBriefing Wealth for Good Awards, highlighting our community impact in the Bay Area. And once again, Bailard was named to Financial Advisor Magazine’s Top RIA Ranking, marking our fifth straight year in the Top 100.
August 27, 2025
Why International Equities Deserve a Fresh Look in Today’s Market
As international equities begin to show signs of leadership again, investor sentiment and capital flows can accelerate these trends.
August 14, 2025
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