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
February 14, 2022
Q4 2021 Review: Global Equities Rebound
A look back at Q4 2021, when developed market shares posted strong returns despite…
February 7, 2022
High yield bonds: looking beneath the bonnet
Low interest rates and current economic conditions would lead us to rethink where…
October 25, 2021
Q3 2021 Review: Global Equities Rebound
A look back at markets in Q3, which started well for shares but then saw gains…
July 22, 2021
Q2 2021 Review: Global Equities Rebound
A look back at markets in Q2, when stocks made further gains and the US Federal…
June 15, 2021
Finding the Right Balance for 2021- Merill Strategic Balanced Fund
In a recent presentation on BrightTALK the portfolio managers of the Merill…
June 10, 2021
Planning for your future financial cushion
Retirement planning is important for everyone regardless of education and wealth.…
March 8, 2021
Saving towards a Sustainable Pension
For most of us retirement stage may be seen as too far ahead, however we all agree…
February 15, 2021
High Yield Bonds Behaviour
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
May 16, 2022
Flusek 13th May 2022 Part 2
On this second part of Flusek, Mr. Gabriel Mansueto discusses the performance of…
May 16, 2022
Flusek 13th May 2022 Part 1
On this first part of Flusek, Mr. Sam Grech speaks about the characteristics of…
May 12, 2022
Flusek 6th May 2022 Part 2
In this second part of Flusek, Mr. Mark Vella discusses the impact of the…
May 12, 2022
Flusek 6th May 2022 Part 1
On this first part of Flusek, Mr. Silvio Cassar speaks about loan schemes available…
May 3, 2022
Flusek 29th April 2022
On this episode of Flusek, Mr. David Pace Ross provides a round-up of the…
April 29, 2022
Skemi ta’ Investiment Kollettiv li Jinvestu f’Ishma
Flusek jitkellem mal-konsulent finanzjarju Jesmond Mizzi dwar skemi ta' investiment…
April 25, 2022
Flusek 22nd April 2022 Part 2
In this second part of Flusek, Mr. Stephen Sammut discusses the main reasons behind…
April 25, 2022
Flusek 22nd April 2022 Part 1
On this first part of Flusek, Mr. Reuben Attard, Chief Financial Officer of GO plc…
April 18, 2022
Flusek 14th April 2022 Part 2
On Flusek of 14th April 2022, Mr. Jesmond Mizzi interviews the CEO of Mapfre MSV…
April 18, 2022
Flusek 14th April 2022 Part 1
On Flusek of 14th April 2022, Mr. Jesmond Mizzi interviews the CEO of Mapfre MSV…
April 11, 2022
Flusek 8th April 2022 Part 2
On today's Flusek, our Managing Director Mr. Jesmond Mizzi interviews the Chief…
April 11, 2022
Flusek 8th April 2022 Part 1
On today's Flusek, our Managing Director Mr. Jesmond Mizzi interviews the Chief…