Managing Director–Wealth Management
Financial Advisor
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.
Managing Director–Wealth Management
Financial Advisor
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.
Director
Senior Wealth Strategy Associate
Hernan Marin joined UBS in September as a Senior Wealth Strategy Associate, bringing over 20 years of experience in the financial services industry and a strong reputation for client-focused excellence. Prior to UBS, Hernan served as a Client Associate at Valor Advisors from October 2024 to August 2025, where he played a key role in supporting high-net-worth clients with tailored financial strategies.
His career began in 2001 at Citi, where he built a solid foundation in client service and financial operations. In 2010, Hernan joined JP Morgan Chase N.A., taking on roles as a Client Service Specialist and Banker Professional. Over the years, he has consistently demonstrated a deep commitment to helping clients navigate complex financial landscapes with confidence and clarity.
At UBS, Hernan continues to leverage his extensive experience and personalized approach to support clients in achieving their financial goals. His dedication to building lasting relationships and delivering thoughtful, strategic guidance makes him a trusted partner to those he serves.
Hernan holds a degree in Business Administration with a concentration in International Business from Universidad EAFIT in Medellín, Colombia.
Director
Senior Wealth Strategy Associate
Hernan Marin joined UBS in September as a Senior Wealth Strategy Associate, bringing over 20 years of experience in the financial services industry and a strong reputation for client-focused excellence. Prior to UBS, Hernan served as a Client Associate at Valor Advisors from October 2024 to August 2025, where he played a key role in supporting high-net-worth clients with tailored financial strategies.
His career began in 2001 at Citi, where he built a solid foundation in client service and financial operations. In 2010, Hernan joined JP Morgan Chase N.A., taking on roles as a Client Service Specialist and Banker Professional. Over the years, he has consistently demonstrated a deep commitment to helping clients navigate complex financial landscapes with confidence and clarity.
At UBS, Hernan continues to leverage his extensive experience and personalized approach to support clients in achieving their financial goals. His dedication to building lasting relationships and delivering thoughtful, strategic guidance makes him a trusted partner to those he serves.
Hernan holds a degree in Business Administration with a concentration in International Business from Universidad EAFIT in Medellín, Colombia.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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