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
Higher MSE Index as MIA heads north
The MSE Equity Total Return Index recouped part of its previous loss as it closed…
MSE Index starts the week in the red
The MSE Equity Total Return Index started off the week in the red as it reached…
MSE Trading Report for Week ending 22 May 2020
The MSE Equity Total Return Index extended the previous week’s decline by a further…
MSE Index ends the week on a negative note
The MSE Equity Total Return Index erased yesterday’s gains as it declined by…
MSE Index back in positive territory
The MSE Equity Total Return Index recouped its previous loss as it closed 0.381%…
MSE Index drifts lower
The MSE Equity Total Return Index registered a further 0.136% decline as it reached…
MSE Index returns to negative territory
The MSE Equity Total Return Index did not manage to sustain its previous gain as it…
MIA, PG and RS2 push MSE Index into the green
The MSE Equity Total Return Index gained ground as it recouped 0.399%, to close at…
Latest insights from our experts
Soft Skills – An Advisor’s Competitive Edge
Being an investor during volatile periods is no easy feat. And for many it is even…
Uncertainty, Volatility and Opportunity
We all agree that we are living in unprecedented times. Back in February and March,…
Valuing hope in today’s market
Since my last article seven weeks ago a lot has happened both globally and in the…
The ‘new normal’ – Challenges for investment advisors and investors
The last couple of weeks were very challenging and turbulent for all industries and…
A Crucial Period Ahead
Initially, 2020 was expected to be a positive one after a remarkable 2019. Yet,…
Avoid market timing through regular investing
Investing a small sum of money every month is one of the simplest ways to start…
An unexpected ominous quarter
Initially 2020 was an optimistic one for financial markets as the geopolitical…
Crunching the numbers that can help lift economies
The unprecedented Covid-19 outbreak has for the past weeks been featuring in…
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
Interview on ‘Indepth’
'Maltese investors have learnt from past situations and do not panic at the first…
Flusek 8th May 2020 Part 2
On this part of the programme Clifton Caruana discusses 'Fallen Angels' and how…
Flusek 8th May 2020 Part 1
On this part of the programme Colin Vella gives an insight on international markets
Flusek 24th April Part 2
On this part of the programme Matthew Farrugia gives the local and international…
Flusek 24th April 2020 Part 1
On this part of the programme Tonia Naudi discusses the use of internet and mobile…
Flusek 27th March 2020 – Part 2
On this part of the programme Jesmond Mizzi gives the weekly local and…
Flusek 27th March 2020 – Part 1
On this part of the programme, Albert Frendo discusses the recent credit…
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…