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 Named One of the Top Workplaces in the San Francisco Bay Area
Bailard, Inc., an independent wealth and asset management firm, is proud to announce its recognition as one of the Bay Area’s 2024 Top Workplaces by the San Francisco Chronicle. The firm was ranked second in its category (for companies with 35-149 employees).
September 4, 2024
Country Indices Flash Report – August 2024
EAFE ended the month at an all-time high, driven higher in August by weakness against all developed market currencies.
August 30, 2024
MarketWatch, “This small-cap ETF drew investors after Fed nod to rate cuts. Can it keep up?”
Thomas J. Mudge III, CFA, Bailard’s Director of Equity Research, shares his insights in a recent MarketWatch story by Isabel Wang. Discover the relationship between interest rates and the Small Cap ETF market. Read more, here:
August 29, 2024
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