About Ampersand
Ampersand Asset Management has been operating as a discretionary Financial Services Provider since 2008. The ampersand symbol (“&”) is a scribal abbreviation for “and”, with a long and rich history, dating as far back as 63 B.C.
Although it has been long absent from our formal alphabet, it survived the test of time and the ampersand holds a place in our culture and language. Typography designers relish the use of the ampersand because it is a conjunction that celebrates creative expression.
To us, the ampersand (“&”) conjures impressions of Partnership. This speaks to Ampersand’s objective of partnering with Vickers & Peters Financial Planning as well as with each of our clients in implementing an investment solution most suitable to each client’s specific requirements.
Three core Beliefs
Evidence based
Unemotional
Process driven
Implementation
Our 3 pillared Investment Process is a well-articulated and repeatable guide to every decision we make
pillars
1
Portfolio Objectives and Constraints
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2
Investment Strategy
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3
Portfolio Monitoring, Trading and Reporting
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