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 News
MSE Trading Report for Week ending 12 December 2019
The local equities market ended the week almost unchanged, as large caps moved in…
BOV pushes MSE Index into positive territory
The MSE Equity Total Return Index ended the week on a positive note as it closed…
MSE Index slightly negative
The MSE Total Return Equity Index enjoyed a positive session as it climbed 0.243%…
BOV and RS2 push MSE Index upwards
The MSE Total Return Equity Index enjoyed a positive session as it climbed 0.243%…
MSE Index extends its negative trend
The MSE Equity Total Return Index kicked off the week on a negative note as it…
MSE Trading Report for Week ending 06 December 2019
The local equities market extended its negative trend as it closed 1.986% lower at…
MSE Index establishes a new 33 week low
The MSE Equity Total Return Index stooped lower, as it declined by 0.648%, to close…
Another negative session for the MSE Index
The MSE Equity Total Return Index closed in the red once again, as it declined by…
Latest insights from our experts
The Yield Curve – A Recession Predictor?
It’s been over ten years since the global financial crisis, and yet economies are…
What impacts an individual’s investment decisions?
From an academic point of view, much of the traditional economic and financial…
Get Brexit Done
Three years of Brexit Debate, with the UK striving but failing to leave the…
Investing in REITs
Although REITs in Malta are not very popular with the local investors, they have…
Lower rates revive bull market
Last week the US Federal Reserve (FED) cut short term rates for the third time this…
Turmoil in the Oil Market
The oil industry experienced a highly turbulent few months from last time we wrote…
A hawk in a sky of doves
Global growth projections have been diminished in recent weeks as economists are…
When Red turns into Crimson
The International Monetary Fund (IMF) has once again lowered the 2019 global growth…
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 €100 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
Flusek 29th November 2019 Part 2
On this part of the programme Steve Ellul discusses the local market performance…
Flusek 29th November 2019 Part 1
On this part of the programme Nathan Mercieca discusses foreign markets in the…
Flusek 22nd November 2019 Part 2
On this part of the programme Mark Vella discusses High Yield Funds.
Flusek 22nd November 2019 Part 1
On this part of the programme Martina Camilleri discusses Child Savings Plans
Flusek 15th November 2019 Part 2
In the second part of the programme, Mark Vella gives a roundup of the local and…
Flusek 15th November 2019 Part 1
In the first part of the programme, Jesmond Mizzi discusses Environmental themed…
Flusek 8th November 2019 Part 2
In this second part of the programme, Gabriel Mansueto discusses the difference…
Flusek 8th November 2019 Part 1
In this first part of the programme, Mark Scicluna Bartoli discusses the European…
Flusek 1st November 2019 Part 2
In the second part of the programme, Steve Ellul discusses the local market…
Flusek 1st November 2019 Part 1
In the first part of the programme, Jesmond Mizzi gives a roundup of the foreign…
Flusek 25th October 2019 Part 2
In this part of the programme Jesmond Mizzi discusses Sustainable Investments.
Flusek 25th October 2019 Part 1
On this part of the programme Cliff Pace gives an overview of the educational…