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.

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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
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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
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Corporate Services

  • Comprehensive tailored solutions to corporate clients
  • Cross-sectional industry experience
  • Access to funding through our European network
  • Flexible packages at competitive rates
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Latest News

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Latest insights from our experts

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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 €124 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…

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