$7 trn
UBS Group invested assets
As of 12/31/2025
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.
We’re here to help guide you through uncertain times
Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.
Let’s create a path together so you can move forward with confidence, no matter what comes next.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
