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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 serves as a member for the German American Chamber of Commerce and 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 serves as a member for the German American Chamber of Commerce and volunteers for various nonprofit organizations.
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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