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 03 July 2020
The MSE Equity Total Return Index returned to negative territory, as it registered…
MSE Index continues to spiral
The MSE Equity Total Return Index registered another decline, as it went down by a…
MSE Index declines by a further 0.2%
The MSE Equity Total Return Index registered a further 0.212% decline as it reached…
MSE Index kicks off the month in the red
The MSE Equity Total Return Index lost momentum as it closed 0.285% lower at…
MSE Index ends June in the green
The MSE Equity Total Return Index advanced by a further 0.351% as it reached…
MSE Trading Report for Week ending 26 June 2020
The MSE Equity Total Return Index added 0.2% to finish the last full week of June…
MSE Total Return Index remains flat
The MSE Equity Total Return Index registered a marginal increase of 0.055% as it…
GO and IHI push MSE Index higher
The MSE Equity Total Return Index registered a further 0.212% increase as it…
Latest insights from our experts
Investing Ethically
ESG, SRI, or Impact Investing are all terms that have become significantly more…
Shaping Up the Road Ahead
The global epidemic has led to the great lockdown which hit global economies hard.…
Which sectors have made it back to the top?
During the last three months, within a very short span of time, the market has gone…
Could there be a new Cold War?
From the military to technology, from the economy to political influence, the…
Soft Skills – An Advisor’s Competitive Edge
Being an investor during volatile periods is no easy feat. And for many it is even…
Uncertainty, Volatility and Opportunity
We all agree that we are living in unprecedented times. Back in February and March,…
Valuing hope in today’s market
Since my last article seven weeks ago a lot has happened both globally and in the…
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…
Webcasts & Videos
Flusek 12th June 2020 Part 2
On this part of the programme Robert Grech discusses investor behaviour.
Flusek 12th June 2020 Part 1
On this part of the programme, Colin Vella gives the weekly local and international…
Merill High Income Fund available Online
Merill High Income Fund is now available online by visiting www.merillfunds.com
Merill Funds available Online
Merill Funds are now available online by visiting merillfunds.com
Interview on ‘Indepth’
'Maltese investors have learnt from past situations and do not panic at the first…
Flusek 8th May 2020 Part 2
On this part of the programme Clifton Caruana discusses 'Fallen Angels' and how…
Flusek 8th May 2020 Part 1
On this part of the programme Colin Vella gives an insight on international markets
Flusek 24th April Part 2
On this part of the programme Matthew Farrugia gives the local and international…
Flusek 24th April 2020 Part 1
On this part of the programme Tonia Naudi discusses the use of internet and mobile…
Flusek 27th March 2020 – Part 2
On this part of the programme Jesmond Mizzi gives the weekly local and…
Flusek 27th March 2020 – Part 1
On this part of the programme, Albert Frendo discusses the recent credit…
Flusek 28th February 2020 – Part 2
On this part of the programme, David Pace Ross gives the local market roundup for…