$6.9 trn
UBS Group invested assets
As of 10/29/2025
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

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$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