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
Large Cap Equities drag MSE Index further down
The MSE Equity Total Return Index registered a further 0.425% decline to 9,770.805…
MSE Index declines further
The MSE Equity Total Return Index registered a further 0.425% decline to 9,770.805…
MSE Index back into the red
The MSE Equity Total Return Index returned into negative territory as it lost…
BOV pushes MSE Index into positive territory
The MSE Equity Total Return Index kicked off the week on a positive note as it…
MSE Index gains ground as MIA and HSBC trade higher
The MSE Equity Total Return Index ended the session on a positive note, with a…
New Website for Jesmond Mizzi Financial Advisors
Jesmond Mizzi Financial Advisors Limited (JMFA) is pleased to announce the launch…
Latest insights from our experts
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…
One Step Forward and Two Steps Back?
Last week the FTSE 100 experienced the biggest one day decline in the past three…
A positive quarter for both risky and safe assets
The positive trend which characterised markets since the start of the year held up…
Tax Credits on Personal Pension Plans
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 €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 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…
Flusek 18th October 2019 Part 2
On this part of the programme Jesmond Mizzi gives a roundup of the local and…
Flusek 18th October 2019 Part 1
On this part of the programme Albert Frendo discusses student loans.
Flusek 11th October 2019 Part 2
On this part of the programme Cliff Pace explains the functions of the Malta Stock…
Flusek 11th October 2019 Part 1
On this part of the programme Matthew Vella discusses additional benefits on life…