OPERATIONS & TEAM
Ampersand Asset Management has been operating as a discretionary Financial Services Provider since 2008. Ampersand manages over R6 billion in assets with a sustainable performance track record across several local and international, retail and institutional portfolios. We adopt a more prudent and conservative view to investing, with a focus on long-term returns at reduced risk.
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.
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.
Hannes Van Zyl (CFA)Chief Investment Officer
Hannes is the Chief Investment Officer and is responsible for the key decision-making and management of the Ampersand business and Investment Portfolios. During his career, he has fulfilled the role as the lead advisor to several Defined Benefit and Defined Contribution Retirement Funds in South Africa.
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 enroll at the University of Stellenbosch, sparked a strong interest in economics and in financial markets. He graduated with a BComm degree majoring in Economics, as well as an MBA from the University of Stellenbosch Business School. He is also a CFA charter holder.
Throughout his career, Hannes came to the realisation that the highest probability of achieving investment success is ensured by constructing well-diversified portfolios, linked to appropriate benchmarks and objectives and implemented with low active risk. He believes that the best investment approach is one that is evidence-based, well-articulated and repeatable.”
In his spare time, he enjoys the outdoors and spending time in the bush or with his family at their beach house in the Garden Route area.
Tom Barlow (CFA)Key Individual
Tom is a co-founder of Ampersand. He is the KI and co-portfolio manager on all the portfolios under the management of Ampersand.
Tom has more than 25 years’ experience in Financial Services, having worked for numerous Investment Management businesses over this time, including Fergusson Bros, BoE Private Bank, Investec Asset Management and GlenrandMIB. Tom has managed and advised on investments on behalf of Retirement Funds, Private Equity Funds, Corporates, Family Offices and Private Individuals.
Tom graduated with a BCom degree majoring in Economics from the University of Cape Town and is a CFA charter holder.
Tom is committed to racking up those frequent flier miles, flitting regularly between his wife and daughter in the Cape, his sons in Grahamstown and work in Johannesburg. If he is not riding his mountain bike, running marathons or competing in Ironman, he is found with his nose buried in his Kindle reading weird and wonderful spiritual philosophy.
Monique BoshoffInvestment Analyst
Monique is an Investment Analyst 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.
After graduation, Monique started climbing the corporate ladder in Sandton and landed her first job at Ampersand, where she has been assisting with the investment process for the last 5 years. She is responsible for the trading process around the Ampersand Fund Range and she drives the macro-economic research on asset classes and manager strategies.
Monique has big dreams and is excited to see what the future holds. She spends her free time running trail adventures with her 4 legged best friend and enjoys spending as much time as possible with her family. Fun fact: she always stocks a bag of ice in the freezer and wood at the braai just in case of an emergency braai.
Evita GobelOffice Manager
Evita joined Ampersand on 3 October 2016 and assists the team with all their Administrative requirements.
Evita moved into the financial services industry at Sanlam in September 2008 and was awarded Top Newcomer and Top Achiever – Southern Region of 2009. In July 2013, she left the financial services industry and moved back into the office environment as Executive PA / Tender Administrator on a contract basis. It was at this point that Evita realised her passion was in assisting, planning and organising the smooth operations of a company in order to play a part in its future success.
In August 2016 Evita was offered a feature role in two Pan African film productions. She was approached after the first film was completed and went on to act in a second movie. Evita also creates jewelry on request and is fanatical about spinning, cycling and travel.
Tarryn KeoghHead of Operations
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.