$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
