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
April 7, 2022
Q1 2022 Review: Russia Invasion Causes Global Shock
A look back at Q1 2022, when global markets posted week performances as a result of…
February 14, 2022
Q4 2021 Review: Global Equities Rebound
A look back at Q4 2021, when developed market shares posted strong returns despite…
February 7, 2022
High yield bonds: looking beneath the bonnet
Low interest rates and current economic conditions would lead us to rethink where…
October 25, 2021
Q3 2021 Review: Global Equities Rebound
A look back at markets in Q3, which started well for shares but then saw gains…
July 22, 2021
Q2 2021 Review: Global Equities Rebound
A look back at markets in Q2, when stocks made further gains and the US Federal…
June 15, 2021
Finding the Right Balance for 2021- Merill Strategic Balanced Fund
In a recent presentation on BrightTALK the portfolio managers of the Merill…
June 10, 2021
Planning for your future financial cushion
Retirement planning is important for everyone regardless of education and wealth.…
March 8, 2021
Saving towards a Sustainable Pension
For most of us retirement stage may be seen as too far ahead, however we all agree…

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
July 4, 2022
Flusek 1st July 2022 Part 2
In this second part of Flusek, Mr. Colin Vella discusses the performance of…
July 4, 2022
Flusek 1st July 2022 Part 1
On this first part of Flusek, Mr. David Pace Ross provides a round-up of the…
July 4, 2022
Flusek 24th June 2022 Part 2
On this episode of Flusek, Mr. Mark Vella discusses the latest investor sentiment…
July 4, 2022
Flusek 24th June 2022 Part 1
On this episode of Flusek, Mr. Mark Vella discusses the latest investor sentiment…
June 20, 2022
Flusek 17th June 2022 Part 2
In this second part, Mr. Adrian Borg delves into the characteristics and benefits…
June 20, 2022
Friday 17th June 2022 Part 1
On this first part of Flusek, Mr. Clinton Flores discusses ESG and the different…
June 13, 2022
Flusek 10th June 2022 Part 2
In this second part of the program, Mrs. Denise Bezzina discusses personal pension…
June 13, 2022
Flusek 10th June 2022 Part 1
On this first part of Flusek, Ms. Anne Marie Tabone, Head of Finance of Simonds…
June 8, 2022
Managed Portfolios
Flusek speaks to financial consultant Jesmond Mizzi regarding "Managed Portfolios".
June 8, 2022
Flusek 3rd June 2022 Part 2
On this second part of Flusek, Mr. Jesmond Mizzi explains the importance and…
June 8, 2022
Flusek 3rd June 2022 Part 1
On this first part of Flusek, Mr. Mark Vella provides a round-up of the performance…
May 30, 2022
Flusek 27th May 2022 Part 2
In this second part of Flusek, Mr. Colin Vella discusses the performance of…