Company Profile

Jesmond Mizzi Financial Advisors deliver a personalised blend of wealth management services for the individual demands of both private and institutional clients.

Jesmond Mizzi Financial Services Limited was set up in 2002 and was issued with a Category 2 Investment Services licence by the Malta Financial Services Authority. Over the years, the company offered a comprehensive range of financial products and services designed to meet the various needs of its personal, corporate and institutional clients. As part of its growth strategy, the company acquired the client base of a leading local financial services provider in 2007.

Atlas JMFS Investment Services Limited was formed on the 23rd July 2010, following an agreement to merge made the previous year between the boards of directors of Atlas Investment Services Limited and Jesmond Mizzi Financial Services Limited.
 

Atlas Investment Services Limited dates back to 1996, when it obtained an Investment Services Licence from the Malta Financial Services Centre (now the MFSA). It has in the main focused on high net worth individuals offering various investment services while also acting as a member firm of the Malta Stock Exchange.

In October 2012, as part of its continuous evolution, the Company re-branded itself under a new name - Jesmond Mizzi Financial Advisors – while still remaining a member of the Atlas Group. The new brand builds on the experience and heritage of the Company, and reflects the core values and strengths of all the partners. 

The Company’s prime goal is to build a long term relationship with clients to identify their main investment objectives, needs and personal risk tolerance. This is essentially achieved through the ‘Know Your Client’ approach. The company aims at delivering an enhanced advisory-client relationship in order to best suit the clients demands on their investments, on an ongoing basis. Jesmond Mizzi Financial Advisors focuses on both a global and local outlook, as the company manages a wide spectrum of investment portfolios, catering for all risk-return profiles and different time horizons.

Our passion is to provide tailor-made solutions to suit individual investor circumstances and requirements. 

Trust is what drives our business. Our growth over the years is evidence of the faith that investors have placed in the two founder companies.
 


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