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 20 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 an experienced Portfolio Manager with a decade of expertise in asset management. She specializes in investment strategy, portfolio construction, and risk management, ensuring that clients' financial objectives are met with a disciplined and forward-thinking approach.

She holds a BCom in Economics and Risk Management (2013) and an Honours degree in Economics (2014) from the North-West University in Potchefstroom. Since joining Ampersand in 2015, she has been instrumental in navigating market complexities and delivering sustainable investment solutions.

Beyond her professional career, Monique is deeply passionate about family and values the connections that shape her personal and professional life. She enjoys the thrill of riding motorcycles, embracing both the freedom of the open road and the precision it requires — qualities that mirror her approach to investing. She lives by the philosophy, “Life is short, live it well,” applying the same mindset of balance, adventure, and purpose to everything she does. Her dedication to excellence and integrity ensures that every portfolio she manages is positioned for long-term success in an ever-changing market.

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.