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
MIA and HSBC shares close lower
The MSE Equity Total Return Index closed lower as shares in Malta International…
MSE Trading Report for Week ending 27 March 2020
The MSE Equity Total Return Index managed to close broadly flat during a volatile…
MSE Index ends the week on a positive note
The MSE Equity Total Return Index continued to advance by a further 1.255% as it…
MSE Index registers a further gain
The MSE Equity Total Return Index advanced by a further 1.602% as it reached…
We continue to provide you with a personalised service.
We would like to keep you updated on how Jesmond Mizzi Financial Advisors Ltd is…
Large caps push MSE Index higher
The MSE Equity Total Return Index was down by a further 0.555% as it closed at…
MIA trades 18.18% higher
The MSE Equity Total Return Index was down by a further 0.555% as it closed at…
Large caps drag MSE Index further down
The MSE Equity Total Return Index drifted lower as it closed 3.586% lower at…
Latest insights from our experts
The 2020 Investment Crossroad
At the time of writing, the novel COVID-19 virus had spread to over 150 countries,…
How Presidential Elections Affect the Stock Market
This year marks the 59th quadrennial US election. The president assumes office the…
COVID-19 – More than just a Virus
On January, 31 2020, the COVID-19 also known Corona virus emerged in Italy with the…
Fishing for Value in the Fjord
The economic outlook for 2020 is far from clear, especially with deepening concerns…
Income Opportunities in a Low-Yield Environment
Rumour has it, that the low interest rate phenomenon which has dominated the…
An Epidemic of Concerns
Financial markets started off the year on the right foot but stumbled over the…
Is the Stock Market Immune to Epidemics?
The news of a new deadly virus dominated news headlines over the last two weeks. To…
The Present Yields Situation Within International Markets
During the last few years, low inflation, moderate economic growth and quantitative…
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 €118 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 28th February 2020 – Part 2
On this part of the programme, David Pace Ross gives the local market roundup for…
Flusek 28th February 2020 – Part 1
On this part of programme, Jesmond Mizzi gives the international market roundup.
Flusek 21st February 2020 – Part 2
On this part of the programme Steve Ellul discusses investment sustainability and…
Flusek 21st February 2020 – Part 1
On this part of the programme Gabriel Mansueto gives an insight of local and…
Flusek 14th February 2020 – Part 2
On this part of the programme, Matthew Vella discusses life insurance plans for our…
Flusek 14th February 2020 – Part 1
On this part of the programme, Colin Vella gives the local and international market…
Flusek 7th February 2020 Part 1
On this part of the programme, Edward Grech discusses the property market and home…
Flusek 7th February 2020 Part 2
On this part of the programme, Mark Vella gives an insight of the most recent…
Flusek 31st January 2020 Part 2
On this part of the programme David Pace Ross gives the local market roundup for…
Flusek 31st January 2020 Part 1
On the first part of the programme Nathan Mercieca gives a roundup of the…
Flusek 24th January 2020 Part 2
On this part of the programme Jesmond Mizzi discusses investments in environmental…
Flusek 24th January 2020 Part 1
On this part of the programme, Glen Mifsud discusses Collective Investment Schemes