UBS has bolstered its international banking operations in New York with the addition of Juliana Herrmann, an executive with over two decades of experience in financial services and a track record closely tied to high-net-worth Latin American clients.
The appointment was announced by Fabian Ochsner, Market Director at UBS in New York, who reported that Herrmann is joining UBS International within the New York International Market, under the leadership of Market Executive Michael Sarlanis and the institution’s executive team.
Herrmann’s arrival strengthens UBS’s international platform in one of the world’s primary financial centers and, in particular, its ability to serve clients with international wealth—a segment where the relationship between the United States and Latin America continues to grow in importance.
Herrmann joins from J.P. Morgan, where she served as Executive Director in the International Private Bank, advising ultra-high-net-worth Brazilian clients. Her private banking background is complemented by an extensive history in Latin American investment banking.
Prior to joining J.P. Morgan’s private banking business, she worked for over a decade in its Latin America Investment Banking division, participating in M&A transactions, capital markets, and various strategic initiatives.
During that period, she advised on operations across sectors such as agribusiness, technology, media, energy, and industrials, participating in several significant transactions for Latin American companies.
The combination of both disciplines—investment banking and ultra-high-net-worth management—is particularly relevant to the international wealth management business, where client needs extend beyond traditional portfolio management.
For Latin American ultra-high-net-worth individuals, wealth management is typically linked to international structures, estate planning, geographical diversification, alternative investments, and access to global markets. Consequently, the expertise of professionals who understand both corporate and private wealth needs can prove to be a key asset for major financial institutions.
From Investment Banking to Wealth Management
Herrmann began her professional career in corporate finance at Ernst & Young in São Paulo before joining J.P. Morgan. Over a career spanning more than 20 years, she seamlessly transitioned between investment banking and directly advising ultra-high-net-worth clients.
Her profile also reflects the international scope of the role. She is fluent in Portuguese and English, with working knowledge of Spanish and German—a combination particularly suited for a platform like UBS International, which serves clients with global needs.
Herrmann earned her degree in Political Science and Economics, with honors, from Fundação Armando Álvares Penteado in São Paulo. The move comes at a time when major international banks are competing not only to manage assets, but also to attract and retain professionals capable of building long-term relationships with business families and prominent investors.
In this market, New York retains a strategic position as a platform for Latin American capital seeking international diversification, access to U.S. markets, and sophisticated wealth planning services.
Herrmann’s appointment at UBS joins a broader competition for specialized talent in wealth management and international private banking, particularly among professionals who combine deep knowledge of Latin American markets with expertise in managing ultra-high-net-worth wealth.
More than an individual career move, the transition underscores the ongoing importance of specialized Latin American market expertise within major global wealth management platforms.
