President Frank Reilly, second from right, discusses 2016 initiatives with members of his staff. From left, David Cariani, director of wealth management; Christina Dodge, senior vice president of marketing and special projects; Reilly; and Crystal Davila, Reilly’s executive assistant.

President Frank Reilly, second from right, discusses 2016 initiatives with members of his staff. From left, David Cariani, director of wealth management; Christina Dodge, senior vice president of marketing and special projects; Reilly; and Crystal Davila, Reilly’s executive assistant. Photo by Melissa Jacobs.

— Just before New Year’s Day, Swiss bank and wealth manager Julius Baer said it planned to pay $547 million to settle U...

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