P.I.E.C Investment Services

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.

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

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.

   

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

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 and Mosselbaai.

Our support team include:

  • Rene Uys – tax practitioner & accounting review
  • Louise Grobler – general client administration
  • Natasha Smit – general accounting

Affiliates & External Specialists

  • African Mutual Trust – business and family trust / administration of deceased estates
  • Madeleyns – specialist contract law & notary services
  • Independent Investment Forum – investment funds research & business succession affiliates
  • Prof. Phillip Haupt (Hedron) – advanced tax law

Asset Management Partners

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

  • Orbis
  • Allan Gray
  • NinetyOne (Investec)
  • Coronation
  • Stanlib
  • Discovery