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
Markets register positive Q4 despite declines linked to central banks signaling further rate hikes
Low interest rates and current economic conditions would lead us to rethink where…
Local market round-up for 2022
Low interest rates and current economic conditions would lead us to rethink where…
Bond Market Resurgence Brings Positive End To Year Of Unprecedented Market Volatility
Low interest rates and current economic conditions would lead us to rethink where…
Does the Ukraine war herald the end of Europe’s economic foundations?
Low interest rates and current economic conditions would lead us to rethink where…
Looming Winter Energy Crisis Sees Poor Q3 Performance
Low interest rates and current economic conditions would lead us to rethink where…
Q3 2022 Review: Volatility Persists
A look back at Q2 2022, when equities and bonds were under pressure as investors…
The Great Rebalancing Act
Low interest rates and current economic conditions would lead us to rethink where…
The Last Domino to Fall
Low interest rates and current economic conditions would lead us to rethink where…
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
Flusek 27th January 2023 Part 2
On this second part of Flusek, Mr Jesmond Mizzi delves into the difference between…
Flusek 27th January 2023 Part 1
On this first part of Flusek, Ms Marisa Said discusses how you can prepare yourself…
Flusek 20th January 2023 Part 2
Mr. Gabriel Mansueto provides a round-up of the performance of foreign stock…
Flusek 20th January 2023 Part 1
On this first part of Flusek, Mr. Matthew Farrugia discusses ESG within…
Flusek 13th January 2023 Part 2
On this second part of Flusek, Mr Jesmond Mizzi talks us through the performances…
Flusek 13th January 2023 Part 1
On this first part of Flusek, Mr Sam Grech explains in detail what is meant by…
Flusek 6th January 2023 Part 2
On this second part of Flusek, Mr Jesmond Mizzi examines the necessary actions…
Flusek 6th January 2023 Part 1
On this first part of Flusek, Mr. Gabriel Mansueto discusses how inflation…
Flusek 30th December 2022 Part 2
Mr. Colin Vella discusses the performance of international markets over the month…
Flusek 30th December 2022 Part 1
On this first part of Flusek, Mr. David Pace Ross provides a round-up of the…
Flusek 23rd December 2022 Part 2
On this second part of Flusek, Mr Colin Vella goes through the bond markets' 2022…
Flusek 23rd December 2022 Part 1
On this first part of Flusek, Ms Denise Bezzina explains the importance of…