$6.9 trn
UBS Group invested assets
As of 10/29/2025
At the Montenegro Group, we act as trusted advisors to accomplished executives, entrepreneurs and institutions, to simplify and execute comprehensive, multi-generational wealth management. Often an event, such as the sale of a business, achieving a new category in a high-level corporate structure, or life event, will prompt the need to add additional thinking.
With the resources of a global leader in Wealth Management Solutions and decades of experience in financial planning, we strive to eliminate the financial “noise” that hinders sound, decision-making and support collaborative efforts with you and your trusted advisors to build long-standing, meaningful relationships.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Geopolitics, trade and your portfolio
In times of heightened uncertainty, who you trust for financial guidance matters more than ever. For over160 years, UBS has helped clients through times of volatility with clarity and resiliency.
Get in touch with our team and we’ll help you turn today’s market uncertainty into informed confidence.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
