defined strategy

Hannes is our Chief Investment Officer and is responsible for the key decision-making and management of the Ampersand business and Portfolios. During his financial services career, he has fulfilled the role as the lead advisor to many well-known South African Pension funds, Foundations and insurance businesses.

After completing High School, he dabbled in the agricultural industry by managing their family game and livestock farm in the Eastern Cape. His decision to enrol at the University of Stellenbosch in his mid-twenties sparked a strong interest in economics and financial markets. He graduated with a BCom degree majoring in Economics, as well as an MBA from the University of Stellenbosch Business School. He is also a CFA charter holder.

Early in his career, Hannes came to the realisation that success in managing investments depends heavily on a well-structured and repeatable approach focussed on managing investor behaviour. He developed and implemented the evidence-based investing approach our business follows.

In his spare time Hannes enjoys the outdoors and spending time with his family.

Tarryn joined the Ampersand team in June 2009 as an Investment Analyst, assisting in the asset management process and became Head of Investment Process & Implementation in October 2013. Tarryn is involved in the day-to-day running of the operations of Ampersand. She is responsible for the implementation of the asset management process and tying the process in with Ampersand’s philosophy.

Tarryn has been involved in the financial services industry for more than 10 years, gaining experience in different areas of the industry at the Bank of New York in London, Investec Private Bank and Odyssey Capital Managers prior to joining Ampersand.

Tarryn graduated with a BCom degree majoring in Accounting from the University of Johannesburg.

Tarryn is a proud mother of two and is passionate about her family. She is a qualified yoga instructor and relishes the art of Zen in this ever-changing, at times chaotic, albeit exciting, world of asset management.

Monique is a Portfolio Manager at Ampersand Asset Management. She is an Honours graduate of the North West University in Potchefstroom, where she received a BCom in Economics and Risk Management in 2013 and Honours in Economics in 2014.

Monique joined the Ampersand team in 2015 as an Investment Analyst and immediately started to excel in her career. Having more than 9 years of industry experience, Monique manages the portfolios with Hannes and is responsible for the trading implementation within the Ampersand Fund Range.

Monique enjoys any challenges that come her way and embraces them positively. Life is short, live it well.

Ian is a co-founder and director of Ampersand. He is also a key decision-maker and co-portfolio manager on all the portfolios under the management of Ampersand.

Ian has 22 years’ experience in Financial Services, having worked for numerous Investment Management businesses over this time, including Irish Menel Rosenberg Stockbrokers and GlenrandMIB. Ian has managed and advised on investments on behalf of Retirement Funds, Corporates and Private Individuals.

Ian graduated with a BSC (CM) from the University of Port Elizabeth and also has a CFP from the University of the Free state.

James is the co-founder of Ampersand Asset Management and Vickers & Peters Financial Planning. He is a qualified Certified Financial Planner with an impressive 30 years’ experience in the financial services industry. He worked for Glenrandmib for the biggest part of his career and became a director and shareholder of the company’s Capital division in 2002.

James partnered with Ian Peters in 2006 after their management buy-out to form Vickers & Peters and Ampersand which they have grown and managed with great success over the past 15 years.

Charles is an Investment Analyst at Ampersand Asset Management. In 2023, he graduated from the University of Cape Town with a Bachelor of Business Science, with honours in finance. Charles is passionate about financial markets and the impact investment decisions can have on wealth creation. He is currently pursuing his CFA Level 1, with the ambition to become a CFA charter holder within the next three years. At Ampersand, Charles works closely with Monique and Hannes, contributing to the firm's investment processes and trading activities.

In his free time, he loves playing and watching sports, which helps him maintain a balanced lifestyle.