Founder, CEO and Managing Director
Brad is the founder and Managing Director of EWM Group and has been in the finance and investment industry since 1986.
Prior to forming EWM Group in 2005, Brad held the position of Executive Director of Goldman Sachs JBWere, where he jointly established the Private Wealth Management division within Queensland.
Previous to his years at Goldman Sachs JBWere, Brad spent 12 years with one of Australia’s major banks across various private banking, commercial finance, and senior management roles.
Brad’s background and experience encompasses investment management, commercial finance, private and investment banking, family governance and education, and philanthropic advice. The large majority of his experience has been focused on affluent individuals, multi-generational families, and the not-for-profit sector.
Brad holds qualifications in Accounting as well as a Bachelor of Business (Banking and Finance) from Queensland University of Technology. He is also a member of the Australian Institute of Company Directors.
Brad is actively involved with a number of philanthropic endeavors, including holding an advisory board position with the Adam Scott Foundation, being a Foundation Fund member for Bravehearts and sitting on the investment committee for a number of groups including private foundations and indigenous organisations.
Head of Investments
Simon holds extensive experience in global markets and funds management. Prior to joining the firm, Simon was Head of Global Trading and Research for a single-family office based in Sydney. Previous to this, Simon held various senior positions at Societe Generale and Macquarie Bank.
Over the course of his career, Simon has specialised in the management of proprietary trading mandates, target investment portfolios, and multi-strategy solutions, across all major asset classes. He has also served on the executive fundraising committee for Barnardos Australia (our nation’s oldest children’s charity).
Manager, Institute for Family Wealth
Katrina joined EWM Group in 2017 following a 20-year legal career with one of Australia’s leading law firms and also as a senior Inhouse Counsel with one of Australia’s leading financial institutions.
She is responsible for the delivery of our education programs via the Institute of Family Wealth.
Katrina holds a Bachelor of Laws (Honours) and a Bachelor of Business degree. Her background in law, business, banking and education training for institutional advisors provides the necessary valuable skills for the benefit of the Institute for Family Wealth and our clients.
Head of Client Services
Sarah has been a member of the EWM Group team since 2009.
Sarah holds an established background in client relationships within Funds Management and Property Consulting. Sarah oversees our Client Relationship Teams, ensuring that our leading global best practice standards are maintained across all our client communications and engagements.
Sarah holds a Bachelor of Business with a double major in Finance and Commerce, she also holds a Diploma in Financial Services.
Financial Controller / Head of Finance
Paul is EWM Group’s Financial Controller and Head of Finance.
Paul has broad experience in accounting and finance, as well as operations management and taxation.
Prior to joining the firm, Paul was the Practice Manager with a prominent chartered accounting firm.
Paul’s other previous roles before this were in Australia and the UK, primarily in technology, hospitality and mining resource enterprises where he held various senior management positions.
Paul is a Fellow of CPA Australia and a Registered Tax Agent.
Client Director
Sarah Metcalf is a Client Director at EWM Group, with deep expertise in Philanthropy and Family Governance. Her career spans senior roles across marketing, philanthropy, and the family office sector.
Sarah began in marketing, holding executive positions in telecommunications, financial services, and as Director of a marketing and branding firm. She later transitioned into philanthropy, where she served in CEO and senior consulting roles across the not-for-profit sector. Notably, she was the National Manager for the EY Foundation across Oceania and a Senior Foundation Manager at Mutual Trust, advising private foundations, philanthropists, next-generation family members, and women of wealth. Her work has focused on giving with impact, driven by purpose and legacy.
Most recently, Sarah founded Collective Manifesto, which is dedicated to helping individuals, families, and organisations give more effectively and with greater impact.
We are thrilled to welcome Sarah—and Collective Manifesto—into the EWM Group Network.
Senior Relationship Manager
Axel brings extensive experience across wealth management and private banking, advising high-net-worth individuals, family enterprises and multi-generational families. He is recognised for a disciplined, client-first approach, combining strong market insight with tailored, practical strategies to support long-term wealth preservation and growth.
With a strong background working with sophisticated clients, Axel has extensive experience structuring and overseeing portfolios across listed and unlisted markets, assessing investment opportunities, and supporting clients through both strategic growth and capital preservation objectives. His experience across private banking and stockbroking enables him to provide integrated, commercially focused advice that balances opportunity, risk and long-term outcomes.
Axel places a strong emphasis on trust, corporate governance (including appropriate oversight, accountability and decision-making frameworks), and long-term relationships, ensuring advice is aligned not only with investment objectives but also with broader family, commercial and intergenerational considerations.
Axel holds a Bachelor of Laws and Accounting.
Senior Portfolio Manager
Peter brings deep experience in investment management, banking and family office portfolio oversight, advising high-net-worth families and sophisticated clients across complex financial environments. He is recognised for his analytical rigour, disciplined investment philosophy and focus on delivering outcomes aligned with long-term strategic objectives.
Prior to joining EWM Group, Peter held senior roles within boutique investment firms, where he led investment research and directly oversaw client portfolios. His background across private wealth and banking provides a strong foundation in discretionary portfolio management, asset allocation and risk management, enabling him to navigate complex market conditions with discipline and clarity.
Peter’s expertise spans investment strategy across listed and unlisted markets, with a particular focus on portfolio construction and risk-aware decision-making. He works closely with clients to ensure investment portfolios are aligned with broader financial objectives and evolving market dynamics. He serves as a board member of WayAhead for the Mental Health Association of NSW, contributing support to the organisation’s mission.
Peter holds a Master of Business Administration, and is committed to delivering thoughtful, evidence-based investment outcomes that support long-term wealth preservation and sustainable growth.
Investment Analyst
Olivia contributes to the investment function through research, analysis and ongoing portfolio assessment, supporting advisers in the development and refinement of client investment strategies. She brings a strong interest in financial markets and a methodical approach to understanding risk, return and portfolio construction.
Her role involves analysing investment opportunities, monitoring portfolio exposures and assisting with the assessment of opportunities across listed and unlisted markets. Olivia works closely with the investment team to support portfolio decisions and ensure strategies remain aligned with client objectives and prevailing market conditions.
Olivia is known for her analytical mindset, attention to detail and curiosity for markets, and continues to develop her technical skillset within a professional investment environment.
Olivia has completed a Bachelor of Business, majoring in Economics and Information Technology.
Project Manager, Group Subsidiaries and Family Governance
Adry initially joined the EWM Group as a Client Associate, She later advanced to the role of Operations Manager, before moving to her current role of Project Manager, Group Subsidiaries and Family Governance.
Prior to joining the firm, Adry’s worked for several years working with a well-known family office based in South America and the United States, where she held a management-focused role.
Adry holds a Bachelor of Economics and has significant experience in project management and business administration.
Ryan is dedicated to upholding EWM Group’s philosophy of excellence in service and stewardship, reinforcing the firm’s commitment to protecting wealth and preserving legacy.
Client Associate – Brisbane
Ryan is a Client Associate at EWM Group based in Brisbane, bringing a strong analytical mindset and a commitment to delivering exceptional client support within a multi-family office environment. His role encompasses effective coordination across client service delivery, governance practices, corporate actions, and stakeholder engagement—ensuring streamlined outcomes for high-net-worth families and their advisers.
Prior to joining EWM Group, Ryan developed a broad foundation in business and governance through both academic achievement and practical application in complex project settings. He holds a Bachelor of Business and has undertaken extensive training in governance frameworks, client-centred project management, and cross-functional collaboration, equipping him with the skills to navigate demanding scenarios with precision and integrity.
Ryan’s strengths include problem-solving, relationship management, and a proactive approach to coordinating operational and client-focused priorities. His ability to synthesise detailed information and communicate clearly underpins his contribution to the EWM team and supports the delivery of tailored solutions that align with client aspirations and multi-generational goals.
Client Associate - Sydney
David joins the EWM Group team as a Client Associate in our Sydney Office. He brings a strong foundation in investment analysis and wealth management, having begun his career in advisory firms where he supported client portfolios and developed experience across diverse financial strategies.
David’s work focuses on portfolio construction, alternative investments and delivering value through thoughtful, analytical support for client outcomes. He leverages his expertise to assist with client engagement, investment research and the operational delivery of tailored wealth solutions.
David holds a Bachelor of Commerce, majoring in Finance, with a strong emphasis on portfolio construction and alternative investments.
Executive Assistant / Office Administrator
Ella joins the Brisbane team as Executive Assistant and Office Administrator, bringing a strong background in client-focused roles and professional support. She has previously worked as a Banking Consultant in New Zealand, where she developed a solid foundation in client engagement, problem-solving and delivering service excellence within financial services environments.
In her role at EWM Group, Ella supports the leadership team and contributes to the smooth running of office operations, ensuring a high standard of coordination, communication and responsiveness for clients and advisers alike. She combines organisational capability with a proactive mindset to help meet the firm’s high expectations for service delivery.
Ella holds a Bachelor of Arts with a double major in Criminology and Sociology, a background that has shaped her analytical thinking, communication skills and approach to understanding complex client needs.
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