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  • Annick

    Annick Iwanowski

    Managing Director–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL

    Annick Iwanowski is a seasoned financial professional with more than 20 years of experience in wealth management and private banking. She joined UBS in the Florida International Market in 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 provide 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.

    As part of a selected group of Private Wealth Advisors at UBS, Annick leverages her deep expertise and client-focused approach to provide exclusive guidance and solutions tailored to the needs of distinguished families in the region.

    Prior to rejoining UBS, Annick served as Team Leader for Peru, Ecuador, and Bolivia as well as Senior Banker for the region, where she was responsible for leading advisory efforts and delivering strategic financial guidance to ultra-high-net-worth clients. She also spent a decade at J.P. Morgan, holding senior positions in private banking and advisory, where she honed her client-focused approach and deep knowledge of Latin America’s financial landscape. Earlier in her career, she held significant roles at Credit Suisse, UBS, and SunTrust Bank.

    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.

    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.

          550 Biltmore Way
          Coral Gables, FL 33134
          annick.iwanowski@ubs.com
          Annick Iwanowski
          550 Biltmore Way,Coral Gables,FL,33134

        Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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        House View Monthly

        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

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