Jesmond Mizzi Financial Advisors

Name

Jesmond Mizzi Financial Advisors

Legal name

Jesmond Mizzi Financial Advisors Ltd

Website

https://jesmondmizzi.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Wealth management services
• Investment advisory
• Portfolio management
• Stockbroking services
• UCITS fund management

Headquarters

HQ city

Valletta

HQ country

Malta

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory and Wealth Management Fees: The company delivers personalised investment and wealth management services for private and institutional clients, providing advisory services on an ongoing basis. Revenue is generated through various fee structures including advisory fees, discretionary portfolio management fees, and financial intermediation charges.
2. Stockbroking Commissions: Local stockbroking services for bonds (0.30-0.40% for nominee, 0.20-0.30% for excess), shares (1.00-0.50% depending on tier), and Malta Government Treasury Bills (0.10-0.15%). International stockbroking for bonds, shares and ETFs at 1.25% per trade. Minimum fees apply per transaction.
3. Collective Investment Schemes/Funds: Revenue from buying (3.50%) and selling (€35) of collective investment schemes and funds, subject to minimum fees and maximum charges per KIID.
4. Discretionary Portfolio Management Fees: Fees for monitoring and advice on portfolios at 1.00% per annum, charged monthly and calculated pro rata on total value of assets.
5. Financial Intermediation Services: Minimum charge per account of €50 per annum, with tiered percentage-based fees (0.065% to 0.045%) for total holdings exceeding €100k, calculated quarterly. Maximum charge per account of €1000 per annum.
6. Corporate Services and Capital Raising: Corporate services including capital-raising, listings, and financial advisory for businesses, as well as processing of new bond issues and IPO applications.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels11 records

Core offering

Jesmond Mizzi Financial Advisors is a Malta-licensed investment services firm that delivers personalised investment advice, discretionary and non-discretionary portfolio/wealth management, local and international stockbroking, and in-house UCITS Funds management through its Merill SICAV plc platform. It also provides insurance and pension planning, corporate services including capital-raising, listings, and financial advisory, and serves both private and institutional clients through branches in Valletta, Hamrun, Birkirkara, and Ta' Xbiex.

Product overview

Jesmond Mizzi Financial Advisors offers a comprehensive suite of financial advisory and wealth management services built around a multi-fund platform. The core offering centers on the Merill SICAV plc fund family, which comprises four distinct sub-funds: Merill Total Return Income Fund (launched 2016, 4-star MorningStar rated), Merill Global Equity Income Fund (2017), Merill High Income Fund (2017, with Sterling Hedged Share Class added in 2019), and Merill Strategic Balanced Fund USD (October 2019). Beyond proprietary funds, the company distributes third-party funds including Janus Henderson Horizon Global Sustainable Equity Fund. Services span personal investment advice, local and international stockbroking, in-house UCITS asset management, wealth management, corporate services, insurance & pensions, and regular savings plans. The company also provides market data through its exchange rates and local equities pricing platforms. Total Assets Under Management exceed €100 million across Merill Funds.

Differentiator

Problem solved

Functional benefit

Brands

• Merill Funds: In-house UCITS Funds managed by the company including Merill Total Return Income Fund, Merill Global Equity Income Fund, Merill High Income Fund, and Merill Strategic Balanced Fund.

Products and services

• Managed Portfolio Services Professional discretionary portfolio management service allowing clients to delegate management of their investment portfolios to the firm while they focus on other priorities.
• Merill Total Return Income Fund First sub-fund of Merill SICAV plc, launched in 2016 with €15 million seed capital; achieved international recognition with a 4 Star MorningStar rating.
• Merill Global Equity Income Fund Sub-fund of Merill SICAV plc launched in 2017 offering a global equity income investment strategy.
• Merill High Income Fund Sub-fund of Merill SICAV plc offering high income distribution across multiple share classes including EUR and GBP hedged (Sterling Hedged Share Class launched March 2019 and Merill High Income EUR C Distributor Share Class).
• Merill Strategic Balanced Fund (USD) USD-denominated sub-fund of Merill SICAV plc launched on 4 October 2019.
• Janus Henderson Horizon Global Sustainable Equity Fund Sustainable equity fund distributed in Malta through Jesmond Mizzi Financial Advisors as representative for Janus Henderson Investors.
• Personal Investment Advice Client-focused, transparent personal advisory service offering advice on local and foreign securities based on individual risk tolerance and objectives.
• In-house Asset Management In-house UCITS Fund asset management expertise providing in-depth research and diversified solutions to help clients achieve their investment goals.
• Wealth Management Financial planning services to protect family wealth, develop strategies for businesses, provide specialist advice, and deliver discretionary management on a flexible relationship-based approach.
• Corporate Services Comprehensive tailored corporate advisory solutions including capital-raising, listings, processing of new bond issues and IPO applications, and access to funding through a European network at competitive rates.
• Insurance & Pensions Insurance and pension planning products and services offered as a Tied Insurance Intermediary registered under the Insurance Distribution Act.
• Local Stockbroking Stockbroking services for local securities on the Malta Stock Exchange, including bonds, shares, and Malta Government Treasury Bills, available under nominee and non-nominee options.
• International Stockbroking International stockbroking services for bonds, shares, and Exchange-Traded Funds at 1.25% per trade.
• Collective Investment Schemes / Funds Trading Buying and selling of collective investment schemes and funds, with a 3.50% buying fee and €35 selling fee.
• Discretionary Portfolio Management Discretionary portfolio management service charging 1.00% per annum, billed monthly and calculated pro rata on total value of assets under management.
• Financial Intermediation Services Tiered custody/holding financial intermediation service with minimum €50 per annum and tiered percentage fees (0.065% to 0.045%) on holdings above €100k, capped at €1,000 per annum per account.
• Regular Savings Flexible regular savings plans starting from €50 per month, providing cost-averaging benefits, growth potential participation, and pension planning options.
• Investor Portal Online investor portal providing clients with portfolio login access and self-serve portfolio management functionality.

Quantifiable outcome

• 4 Star MorningStar rating achieved for Merill Total Return Income Fund

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Janus Henderson InvestorscoreTechnology or IntegrationJesmond Mizzi Financial Advisors acts as representation for Janus Henderson Investors in Malta, providing access to Janus Henderson Horizon Global Sustainable Equity Fund and other Janus Henderson products. The partnership includes access to fund factsheets and Key Investor Information Documents (KIIDs).
• Franklin Templeton Global Asset ManagementcoreTechnology or IntegrationJesmond Mizzi Financial Advisors acts as representation for Franklin Templeton (formerly Legg Mason) in Malta, providing access to Franklin Templeton fund products. The partnership includes access to fund factsheets and KIIDs.
• Merill SICAV plccoreTechnology or IntegrationIn-house Asset Management expertise on UCITS Funds through Merill SICAV plc, managing sub-funds including Merill Total Return Income Fund, Merill Global Equity Income Fund, Merill High Income Fund, and Merill Strategic Balanced Fund (USD). Total Assets Under Management exceeding €150 million.
• JA Malta (Junior Achievement Malta)minorGTM or Marketing PartnerJesmond Mizzi Financial Advisors collaborates with JA Malta on financial education initiatives, with CEO Matthew Caruana featured in Flusek webcast discussing the NGO's role in promoting financial education and empowering young people.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Bank of Valletta: Malta's largest domestic bank offering investment advisory, brokerage, pension, and insurance products as part of a broader retail and corporate banking franchise — competes for both personal and institutional advisory mandates.
• HSBC Malta: Subsidiary of HSBC Holdings providing wealth, advisory, and brokerage services in Malta — competes for high-net-worth and institutional clients with a global product shelf similar to the third-party funds distributed by Jesmond Mizzi.

Regional players

• Lombard Bank Malta: Malta-based private and commercial bank offering wealth management and advisory services to a similar Maltese private-client segment.
• APS Bank: Malta-domiciled bank offering retail banking, investment, and pension products — competes with Jesmond Mizzi in the Maltese domestic market for advisory clients and pension-related wealth.
• MeDirect Bank Malta: Malta-headquartered online bank and broker offering investment products including funds and ETFs — adjacent competitor in the Maltese intermediary and collective-investment space.

Direct peers

• Michael F. Davis & Associates: Smaller Maltese advisory practice serving private clients with wealth and investment planning — competes for the same Maltese mass-affluent and HNW segment as Jesmond Mizzi's Personal Investment Advice line.
• Calamatta Cuschieri: Malta-based financial services group offering wealth management, stockbroking, fund administration, and corporate finance — overlapping directly with Jesmond Mizzi's investment advisory, stockbroking, and corporate services.
• Rizzo, Farrugia & Co: Long-established Maltese stockbroking and investment advisory firm offering local and international brokerage, portfolio management, and corporate finance — directly comparable to Jesmond Mizzi's core service set in the same domestic market.
• Curmi & Partners: Maltese wealth advisory and financial planning firm providing portfolio management and investment solutions to private and institutional clients — closely comparable in target segments and advisory model.

Others

• Hili Ventures: Diversified Maltese group (logistics, engineering, hospitality) of which founder Jesmond Mizzi is a non-executive director — adjacent ecosystem participant rather than a direct competitor, but relevant given ownership/board linkages.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/jesmondmizzi
• YouTubeyoutube.com/channel/UCmeDcanc7D0A0tfOub2_43w
• Facebookfacebook.com/Jesmond-Mizzi-Financial-Advisors-326186680852857
• LinkedInlinkedin.com/company/jesmond-mizzi-financial-advisors-ltd-
• Instagraminstagram.com/jesmondmizzifinancialadvisors

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jesmond Mizzi Financial Advisors