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
2021 Investment Trends
With the 2020 behind us, investors shift their attention on new investment…
What does 2021 hold for equity investors?
Will we ever forget how challenging 2020 has been? Definitely not.
The (Un) expected
Nobody would have expected the year 2020 to bring about such turmoil and distress…
Fixed Income Outlook for 2021
This year, an exceptional environment provided us with an unusual recession, which…
Has your Income Portfolio become more Volatile?
One year has passed since the first Covid-19 case was reported in mainland China.
Think ahead!
One year has passed since the first Covid-19 case was reported in mainland China.
The November Effect
November has been by far one interesting month since the spike in volatility that…
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 30th December 2020 Part 2
On this part of the programme Mr. Jesmond Mizzi gives an insight of the…
Flusek 30th December 2020 Part 1
On this part of the programme, Mr. David Pace Ross gives a roundup of the local…
Flusek 23rd December 2020 Part 2
On the second part of the programme, Mr. Jesmond Mizzi discusses investments in…
Flusek 23rd December 2020 Part 1
On this first part of the programme Mr. Gabriel Mansueto discusses the performance…
Flusek 18th December 2020 Part 2
On the second part of the programme Mr. Mark Vella gives an update on the local and…
Flusek 18th Deceber 2020 Part 1
On the first part of the programme, Mr. Charles Borg, Chief Executive Officer of PG…
Flusek 11th December 2020 Part 2
On this second part of the programme, Mr. Matthew Vella discusses savings and money…
Flusek 11th December 2020 Part 1
The first part of the programme consists of an interview with Mr. Edwin Borg, Chief…
Flusek 4th December 2020 Part 2
On the second part of the programme Mr. Mark Vella gives an update of the local and…
Flusek 4th December 2020 Part 1
On the first part of the programme, Ms. Claudine Abela discusses regular savings.
Flusek 27th November 2020 Part 2
On this second part of the programme, Mr. David Pace Ross gives an insight of the…
Flusek 27th November 2020 Part 1
On this first part of the programme, Mr. Colin Vella gives the international market…