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
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,…
January 13, 2023
Local market round-up for 2022
By Gabriel Mansueto, Head of Institutional Investors at Jesmond Mizzi Financial…
December 23, 2022
Bond Market Resurgence Brings Positive End To Year Of Unprecedented Market Volatility
By Gabriel Mansueto, Head of Institutional Investors at Jesmond Mizzi Financial…
November 21, 2022
Does the Ukraine war herald the end of Europe’s economic foundations?
As winter sets in, Europe finds itself amid an unprecedented energy crisis that…
October 15, 2022
Looming Winter Energy Crisis Sees Poor Q3 Performance
Despite a positive start, the third quarter of 2022 saw markets registering further…

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
December 4, 2023
Flusek 1st December 2023 Part 2
Colin Vella joined us to discuss the performance of global indices in November,…
December 4, 2023
Flusek 1st December 2023 Part 1
On this edition of Flusek, Mr. David Pace Ross gives a comprehensive overview of…
November 29, 2023
Flusek 24th November 2023 Part 2
In the second segment of this program, Mr. Gabriel Mansueto updates viewers on the…
November 29, 2023
Flusek 24th November 2023 Part 1
On this edition of Flusek, Mr. Joseph Luke Azzopardi provides a comprehensive…
November 20, 2023
Flusek 17th November 2023 Part 2
In the second part of this edition of Flusek, we talked to Mr. Darin Pace about…
November 20, 2023
Flusek 17th November 2023 Part 1
In this edition of Flusek, we delved into workplace pension plans with our regular…
November 13, 2023
Flusek 10th November 2023 Part 2
Bank of Valletta plc has reported a profit of €163 million for the first nine…
November 13, 2023
Flusek 10th November 2023 Part 1
Bank of Valletta plc has reported a profit of €163 million for the first nine…
November 6, 2023
Flusek 3rd November 2023 Part 2
In the second part, Mr. Jesmond Mizzi discussed the performance of international…
November 6, 2023
Flusek 3rd November 2023 Part 1
On this edition of Flusek , Mr. David Pace Ross provided a round-up of the…
October 31, 2023
Flusek 27th October 2023 Part 2
In the second part, we had a conversation with Denise Bezzina regarding the…
October 31, 2023
Flusek 27th October 2023 Part 1
In the first part of this edition of Flusek, we delved into the topic of scams…