Welcome to Jesmond Mizzi Financial Advisors
Jesmond Mizzi Financial Advisors Limited delivers a personalised blend of investment and wealth management services for the individual demands of both private and institutional clients. We aim at delivering an enhanced advisory-client relationship in order to best suit our clients’ demands on their investments, on an ongoing basis. Our focus is on both the global and local outlook, as we manage 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 and our growth over the years is evidence of the faith that investors have placed in our Company.
Personal Investment Advice
We understand clients' risk tolerance and objectives through a client-focused, transparent approach to offer personal advice on local and foreign securities.
Investment Opportunities
We offer a wide spread of local and foreign investment opportunities and provide easy client access to shares, bonds and collective investment schemes worldwide.
In-house Asset Management
Our In-house Asset Management expertise on UCITS Funds provides in-depth research and offers diversified solutions to achieve clients' investment goals.
Leading Company
Our Company is one of the leading advisory firms in Malta and has achieved international recognition of 4 Star rating by MorningStar for the Merill Total Return Income Fund.
Regular Savings
- Flexible and affordable amounts from €50 per month
- Advantage of cost-averaging to help balance the risk
- Participating in assets with growth potential
- Pension planning
Wealth Management
- Creating a financial plan to protect your family wealth
- Developing a strategy for businesses
- Specialist advice and discretionary management
- Flexible relationship-based approach
Corporate Services
- Comprehensive tailored solutions to corporate clients
- Cross-sectional industry experience
- Access to funding through our European network
- Flexible packages at competitive rates
Latest Insights from Our Experts
January 11, 2024
Navigating Market Optimism
Insights from Colin Vella, Head of Wealth Management at Jesmond Mizzi Financial…
October 18, 2023
Markets tumble in Q3 as FED signals towards ‘higher for longer’ interest rate.
The US Federal Reserve has all but ended hopes that interest rates could start to…
July 19, 2023
AI-Driven Bull Market Powers Second Quarter Despite Economic Headwinds
Jesmond Mizzi Financial Advisors Head of Wealth Management Colin Vella gives an…
April 11, 2023
Banking sector pulls through March scare as global economy hopes for 2023 recovery
With March’s mini-banking sector crisis seemingly under control, Jesmond Mizzi…
January 17, 2023
Markets register positive Q4 despite declines linked to central banks signaling further rate hikes
Financial markets have started to see the light at the end of the inflation tunnel,…
January 13, 2023
Local market round-up for 2022
By Gabriel Mansueto, Head of Institutional Investors at Jesmond Mizzi Financial…
December 23, 2022
Bond Market Resurgence Brings Positive End To Year Of Unprecedented Market Volatility
By Gabriel Mansueto, Head of Institutional Investors at Jesmond Mizzi Financial…
November 21, 2022
Does the Ukraine war herald the end of Europe’s economic foundations?
As winter sets in, Europe finds itself amid an unprecedented energy crisis that…
Merill SICAV plc launched its first sub-fund in 2016, the Merill Total Return Income Fund with an initial seed capital of €15 million. Two additional sub-funds were later launched in 2017, the Merill Global Equity Income Fund and the Merill High Income Fund, a Sterling Hedged Share Class of which was launched in March 2019. Only recently on 4th October 2019 a new Strategic Balanced Fund (USD) was launched. Merill Funds now boasts a Total Assets Under Management exceeding €150 million. A dedicated team of investment professionals actively manages the funds on a daily basis, maximizing returns for the benefit of all investors. This is done through the conduct of thorough research, number crunching and smart investing. Find out how you can also benefit from this proven success…
Webcasts & Videos
April 16, 2024
Flusek 12th April 2024 Part 2
On this edition of Flusek, we interviewed Mr. Kenneth Farrugia, CEO of Bank of…
April 16, 2024
Flusek 12th April 2024 Part 1
On this edition of Flusek, we interviewed Mr. Kenneth Farrugia, CEO of Bank of…
April 9, 2024
Flusek 5th April 2024 Part 2
In this edition of Flusek Mr. David Baldacchino gave an update on the performance…
April 9, 2024
Flusek 5th April 2024 Part 1
In this edition of Flusek Mr. Etienne Sciberras provides an in-depth look into…
April 2, 2024
Flusek 30th March 2024 Part 2
In this edition of Flusek, Jesmond Mizzi focused on the international financial…
April 2, 2024
Flusek 30th March 2024 Part 1
In this edition of Flusek, frequent guest Mr. David Pace Ross analyses local market…
March 20, 2024
Flusek 15th March 2024 Part 2
In the second part of this edition of Flusek, Mr. David Baldacchino explained how…
March 20, 2024
Flusek 15th March 2024 Part 1
In this episode of Flusek, we explored the world of personal finance and investment…
March 11, 2024
Flusek 8th March 2024 Part 1
In this edition of Flusek Mr. Ronald Mizzi, CFO of APS Bank plc, provides insights…
March 11, 2024
Flusek 8th March 2024 Part 1
In this edition of Flusek Mr. Ronald Mizzi, CFO of APS Bank plc, provides insights…
March 4, 2024
Flusek 1st March 2024 Part 2
On this edition of Flusek our guest Mr. Colin Vella discusses the latest financial…
March 4, 2024
Flusek 1st March 2024 Part 1
On this edition of Flusek our guest Mr. Colin Vella discusses the latest financial…