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$7 trn
UBS Group invested assets
As of 12/31/2025
Managing Director–Wealth Management
Financial Advisor
Annick Iwanowski is a seasoned financial professional with over 2 decades of experience in wealth management and private banking. She joined UBS in the Florida International Market on September 2025 and currently leads a specialized team focused on delivering comprehensive financial solutions to ultra-high-net worth families across Latin America, including Ecuador, Peru, Argentina, and Bolivia.
In her current role, Annick and her team are dedicated to providing personalized wealth management services, encompassing investment strategies, risk management, estate planning, and credit solutions. Her expertise lies in structuring complex financial portfolios that integrate private banking, commercial lending, and alternative investments, ensuring alignment with clients’ long-term financial objectives.
Prior to her tenure at J.P. Morgan, Annick held significant positions at Credit Suisse, UBS, and SunTrust Bank. Her previous experience at UBS helped shape her client-focused advisory approach, and she is now returning to UBS to continue delivering strategic financial guidance to high-net-worth clients.
Annick earned her Bachelor’s degree from Florida International University and her MBA at Johns Hopkins University in Washington, D.C.
Her client-centric approach and extensive industry knowledge make her a trusted advisor to Latin America’s most distinguished families, helping them navigate dynamic market conditions with confidence and clarity.
Managing Director–Wealth Management
Financial Advisor
Annick Iwanowski is a seasoned financial professional with over 2 decades of experience in wealth management and private banking. She joined UBS in the Florida International Market on September 2025 and currently leads a specialized team focused on delivering comprehensive financial solutions to ultra-high-net worth families across Latin America, including Ecuador, Peru, Argentina, and Bolivia.
In her current role, Annick and her team are dedicated to providing personalized wealth management services, encompassing investment strategies, risk management, estate planning, and credit solutions. Her expertise lies in structuring complex financial portfolios that integrate private banking, commercial lending, and alternative investments, ensuring alignment with clients’ long-term financial objectives.
Prior to her tenure at J.P. Morgan, Annick held significant positions at Credit Suisse, UBS, and SunTrust Bank. Her previous experience at UBS helped shape her client-focused advisory approach, and she is now returning to UBS to continue delivering strategic financial guidance to high-net-worth clients.
Annick earned her Bachelor’s degree from Florida International University and her MBA at Johns Hopkins University in Washington, D.C.
Her client-centric approach and extensive industry knowledge make her a trusted advisor to Latin America’s most distinguished families, helping them navigate dynamic market conditions with confidence and clarity.
$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
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Watch the replay of the CIO House View monthly livestream for a conversation with David Lefkowitz, Head of US Equities; Kurt Reiman, Head of Fixed Income; and Jay Dobson, US Energy & Utilities Strategist; where they discussed the latest developments of the Middle East escalation, AI disruption, updates on tariffs, and the market implications of these topics as well as what it all means for your portfolio. The discussion was hosted by Nadia Lovell, Head of Global Equity Strategy & Management.
March 05, 2026
