A Brief History
What We Do
- Discretionary Share Portfolios both Local & International
- Mutual Funds both Local & International
- Tax Structures
- Foreign Exchange Transfers
- Structured Notes
- Custodial Services
- Foreign Bank Accounts
- Offshore Trust Services
- Corporate & Personal Cash Management
Certification & Approval
Peter is an investment specialist and boasts over 25 years of experience in the financial industry. He specialises in both local and offshore investments along with a host of related offerings. Peter holds a B.Com degree from the University of Port Elizabeth, is a fellow of the Chartered Institute of Business Management and an Associate member of the South African Institute of Chartered Secretaries and Administrators. Peter has also passed the First Level Regulatory Examination for Representatives. Peter has spent a number of years within the First National Bank Group and the Old Mutual Group. Peter and Jessica started JP Blue in 2014.
Jessica is a management graduate with more than 10 years experience in the financial services industry as well as 10 years in management experience. Jessica has a National Diploma in Management for Technikon Natal and a Post Graduate Certificate from the Edinburgh School of Business. Jessica has focused primarily on financial planning in the past but has since found her niche within the field of foreign exchange. Jess has a passion to assist clients and to add value in whatever way possible. Jessica has passed the First Level Regulatory Examination for Representatives, First Level Regulatory Examination for FSP’s and Key Individuals and is a registered FSA with the FInancial Planning Institute
Administration & Sales
During his tenure at Investec he honed his skills on the Retail FX trading desk as well as obtaining extensive experience in FX settlements and FX Risk and control.
Kelvin has passed the First Level Regulatory Examination for Representatives and is currently completing his B.Com Risk Management degree.
Peter +27 82 325 5131
Kelvin +27 71 609 9750