JP Blue is a wealth management consultancy specialising in both local and offshore investments, personal and commercial foreign exchange

A Brief History

JP Blue Capital Consulting (Pty) Ltd was established in 2014 as a specialist financial services provider, focusing primarily on foreign exchange transactions and investments, both local and international. JP Blue is a natural progression for the directors, Peter Gerber and Jessica Riche. They have combined industry experience of more than 30 years as well as being former colleagues. They both share a passion for their respective fields of expertise, namely investments for Peter and foreign exchange for Jessica. JP Blue has a total funds under management in excess of R600 million as at 31 August 2016 and moves in excess of R240 million per Annum in foreign exchange.

What We Do

JP Blue offers specialist advice and solutions for local and offshore investments for the discerning investor. JP Blue can assist with both compulsory and discretionary funds and any foreign exchange requirements, whether it be for investment, immigration or commercial payments. JP Blue is a trusted adviser to clients seeking a professional and independent approach to forex and investments. We are a solutions based company and not product driven.

Specialised Services

JP Blue can assist with the following:

  • 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

JP Blue is registered under the current Financial Advisory and Intermediary Services Act, 2002 (FAIS) and is also approved by the South African Reserve Bank for Foreign Exchange Transactions, to ensure legitimate and Regulated services. JP Blue is an authorised Financial Services Provider under the FSP license number 45488. JP Blue’s compliance function is outsourced to Traction Training and to date we have a perfect compliance record.

Our Team

The Directors

Peter Gerber

Peter is a very passionate investment specialist and boasts over 23 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.Comm 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.

Jessica Riche

Jessica is a management graduate with more than 9 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

Kelvin Lane has over 7 experience in the financial services industry with the later 5 years being at the helm on Investec Specialist Banks foreign exchange department.

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 Bcom Risk Management degree.

 

Robyn Clark performs the complex and intensive role of the Administration Assistant at JP Blue. Robyn has worked in the financial services industry for most of her career.

JP Blue also has other outsourced role players that contribute to both sales and administration.

Our Partners

Contact Us

JPBlue

Email:

info@jpblue.co.za

Investments & Foreign Exchange:

+27 11 782 2989

Administration:

+27 41 373 2039

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