– Bailard also named a Finalist in the Alternative Asset Manager and ESG Investing (Product) categories

 

FOSTER CITY, Calif. — May 10, 2022 — Bailard, a wealth and asset management firm based in California, is honored to announce its CEO, Sonya Mughal, CFA was named a winner in the ninth annual Family Wealth Report 2022 Awards. At this year’s ceremony held in New York City, Mughal had the distinction of being named the ‘Women in Wealth Advisory (Individual)’ winner, in her first year as a finalist in this category.

Showcasing the best of the family wealth industry in North America, the Family Wealth Report Awards have been designed to recognize outstanding firms across all aspects of family wealth management. The winners are then selected by a prestigious panel of independent judges through a rigorous process to assess the nominees across firm-level and individual categories. This judging process focuses on quantitative performance along with questions focused on client experience to identify the firms that reflect the industry’s best from multiple perspectives.

When considering Mughal’s submission in the Women in Wealth Advisory category, the judging panel explained their decision saying her leadership is, “personally and professionally inspirational [through] mentoring, accomplishing and giving back.”

Commenting on this year’s recognition, Mughal says, “It is certainly an honor to be represented alongside this year’s strong finalists for Women in Wealth Advisory, but it is an even greater privilege to win this award as a representative of Bailard. I am, as always, in awe of the strong women leaders in our company, and even more so how the entire Bailard team consistently acts on our firm’s core values, working tirelessly to bring strong results and great experiences to our clients.”

ClearView Financial Media’s CEO, and Publisher of Family Wealth Report, Stephen Harris, extended his congratulations to all the winners, saying, “The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.”

He adds, “These awards recognise the very best operators in the North American family office and wealth management space, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in American wealth management.”

In addition to this win for Mughal, Bailard is also proud to be named a finalist in the Alternative Asset Manager for the second year running, and a finalist for the first time in the ESG Investing (Product) category.

 

Mughal wins 2022 Family Wealth Report Women in Wealth Advisory

 

 

About Bailard, Inc.

Founded in 1969, Bailard is an independent asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in‐house ESG expertise. These investment capabilities are combined with financial, tax, and estate planning to provide sophisticated and comprehensive wealth management. Through it all—and in line with its core principles and strong ESG mindset—Bailard works with clients to align their financial goals with their values. With over $5 billion under management, Bailard is a majority employee‐owned and women‐led company, and a Principles of Responsible Investing (PRI) signatory. A values‐driven firm based in the San Francisco Bay Area, Bailard has its own private charitable foundation and is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.

*All information as of 3/31/2022. Neither Bailard nor any employee of Bailard can give tax or legal advice. Please consult your tax or legal professional for such advice.

 

About the Family Wealth Report Awards

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 2022 pool of Judges consisted of around 40 experts coming from family offices, private banks, trusted advisers, consultants and other service providers each of whom has in-depth wealth management knowledge and experience. The judging process is organised 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.

 

About ClearView Financial Media Ltd

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.