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$7 trn
UBS Group invested assets
As of 12/31/2025
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Peter I. Beswerchij has more than two decades of experience in the financial services industry. He has also held positions with Shell and Boston Safe Deposit and Trust, where he gained international finance and institutional trust experience. Peter holds a B.S. in Finance from Houston Baptist University and a M.S. in Finance from Boston College. He is licensed by FINRA as a securities and investment adviser representative (Series 6,7,63, and 65). A native of Germany, Peter volunteers for various nonprofit organizations.
Education
Peter I. Beswerchij has more than two decades of experience in the financial services industry. He has also held positions with Shell and Boston Safe Deposit and Trust, where he gained international finance and institutional trust experience. Peter holds a B.S. in Finance from Houston Baptist University and a M.S. in Finance from Boston College. He is licensed by FINRA as a securities and investment adviser representative (Series 6,7,63, and 65). A native of Germany, Peter volunteers for various nonprofit organizations.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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