EWM Group
Independent multi-family office headquartered in Brisbane, founded in 2005, advising entrepreneurs, executives, sportspeople and multi-generational families.
Identity
- HEADQUARTERS
- Brisbane, Australia
- OFFICES
- Brisbane, QLD, Australia · North Sydney, NSW, Australia
- FOUNDED
- 2005
Investment approach
- STRATEGIES
- Private equityVenture capitalPrivate creditPublic equitiesReal estate
Overview
EWM Group describes itself as an independent multi-family office founded in 2005 and headquartered in Brisbane, with an office in North Sydney. It advises entrepreneurs, executives, sportspeople and multi-generational families on investment strategy, family governance, succession, philanthropy and reporting, and oversees implementation including wealth and asset management. Its investment capabilities span venture capital, private equity, private credit, fixed income, equities, real estate and alternatives, and it runs a client co-investment community.
People
- Simon BartlettHead of Investments · source
- Peter DoukasSenior Portfolio Manager · source
- Brad ScottFounder, CEO and Managing Director · source
- Gillian SmytheHead of Finance · source
- Sarah BeresfordHead of Client Services · source
- Katrina ScottManager, Institute for Family Wealth · source
- Helen RussoClient Director, Sorella · source
Frequently asked questions
EWM Group is a multi family office based in Brisbane, Australia, founded in 2005.
EWM Group does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes private equity, venture capital, private credit, public equities and real estate.
Key people at EWM Group include Brad Scott (Founder, CEO and Managing Director), Simon Bartlett (Head of Investments), Gillian Smythe (Head of Finance) and Sarah Beresford (Head of Client Services).