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
September 19, 2024
Navigating Market Uncertainty: A Strategic Approach to Fixed Income and Risk Management
As market contradictions and economic uncertainties grow, Merill Fund Manager Marc…
May 17, 2024
Defying Volatility Through Strategic Foresight
The year 2023 was marked by robust growth and strategic reliance for Merill SICAV,…
April 24, 2024
Markets fall in line with central bank realism on interest rates during first quarter of the year
In a quarter where markets sentiment has continued to align with central bank…
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,…
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
September 30, 2024
Flusek 27th September 2024
In this edition of Flusek Mr. Gabriel Mansueto provided insights into global…
September 23, 2024
Flusek 20th September 2024
On this edition of Flusek, Mr. Jesmond Mizzi broke down the week’s top financial…
September 19, 2024
Flusek 13th September 2024 Part 2
In this edition of Flusek Mr. Gabriel Mansueto broke down key financial updates for…
September 19, 2024
Flusek 13th September 2024 Part 1
This edition of Flusek featured insights from our regular guest Mr. Sam Grech on…
September 9, 2024
Flusek 6th September 2024
In this edition of Flusek, David Baldacchino dove into the international markets,…
September 9, 2024
Flusek 30th August 2024
In this edition of Flusek, Yosef Bonnici delved into the world of discretionary…
August 29, 2024
Flusek 23rd August 2024 Part 2
In this edition of Flusek, Gabriel Mansueto explained the importance of the…
August 29, 2024
Flusek 23rd August 2024 Part 1
In this edition of Flusek, Denise Bezzina dove into the details of life insurance…
August 19, 2024
Flusek 16th August 2024 Part 2
In the second part of Flusek, we were joined by Mr. Ronald Mizzi, Chief Financial…
August 19, 2024
Flusek 16th August 2024 Part 1
On this edition of Flusek, we dove deep into the financial results of two major…
August 14, 2024
Flusek 9th August 2024 Part 2
On last week’s episode of Flusek we conducted an exclusive interview with Mr.…
August 14, 2024
Flusek 9th August 2024 Part 1
On last week’s episode of Flusek we conducted an exclusive interview with Mr.…