P.I.E.C Investment Services

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Derick Pretorius CFA

Phone: +27 82 335 4815
Email: derick@piec.co.za

Derick is a Financial & Wealth Analyst (CFA Charterholder) with more than 20 years’ experience in Global Investment Management & Tax Planning, with a focus on Family Wealth Office administration and Offshore Residency solutions.

See LinkedIn & Allan Gray Profiles for detailed information on qualifications and experience.

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Derick's conduct and standards are controlled by the following professional body: (click logo for website)

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Jannie Grobler CFP®

Phone: +27 82 490 5734
Email: jannie@piec.co.za

Jannie is a Certified Financial Planner and Registered Tax Practitioner with more than 20 years’ experience in Investment Management with a focus on Global Tax Planning and the use of trusts & companies as investment tools.

See LinkedIn & Allan Gray Profiles for detailed information on qualifications and experience.

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Jannie's conduct and standards are controlled by the following professional body: (click logo for website)

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Offices & Support Staff

Our offices can be contacted via our central landline on
087 809 0654 or via email on info@piec.co.za.

P.I.E.C. has office facilities in Cape Town, Johannesburg, Mosselbaai and Malta.

Our support team include:

  • Rene Uys – tax practitioner & accounting review

  • Judy Pretorius – client back-office services

  • Louise Grobler – general client administration

  • Natasha Smit – general accounting

Affiliates & External Specialists

  • Pieter Steenkamp – business and family trust / administration of deceased estates

  • Louis van Schalkwyk – specialist contract law & notary services

  • Independent Investment Forum – investment funds research & business succession affiliates

  • IAP - offshore trust specialists, based in Switzerland

  • Credo - UK based investment platform

  • Prof. Phillip Haupt (Hedron) - advanced tax law

Asset Management Partners

We partner with a range of global asset managers and specialist and that include

  • Franklin Templeton

  • Orbis

  • Blackrock

  • Fidelity

  • Allan Gray

  • NinetyOne (Investec)

  • Coronation

  • Stanlib

  • Prudential

  • Discovery