Curmi & Partners
Curmi & Partners is a Malta-based licensed investment services firm offering discretionary and advisory portfolio management, stockbroking on the Malta Stock Exchange, and capital markets advisory to high-net-worth individuals, retail investors, and Maltese corporate issuers.
- Company typePrivate
- Founded1978
- HeadquartersMalta, Netherlands
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Curmi & Partners does
Curmi & Partners Ltd is a Maltese licensed investment services firm founded in 1978 by Neville Curmi (originally as Inter Finance Ltd) and headquartered in Ta' Xbiex, Malta. It holds an MFSA investment services licence under the Investment Services Act (Cap 370) and is a founding member of the Malta Stock Exchange, a role rooted in the founder's appointment to the council that created the exchange in 1991. The firm operates three core service lines — Investment Management (discretionary and advisory portfolio management), Stockbroking (trade execution on the Malta Stock Exchange), and Capital Markets & Advisory (sponsorship, underwriting, IPO management, and corporate actions) — and has launched Curmi Digital Wealth, a sub-brand providing online wealth management access.
The underlying technology stack comprises a Portfolio Management System used for transaction processing, trade settlement, and client portfolio management, complemented by a market data platform that surfaces real-time and historical prices for Maltese and global instruments (equities, bonds, currencies, commodities, indices). Domestic trade execution is conducted through the Malta Stock Exchange seat; international execution is routed through a network of counterparties including Jefferies International, Rabobank, Charles Stanley, Shore Capital, and Mitsubishi. The firm is SFDR-compliant (EU Regulation 2019/2088), MiFID II-compliant (Top 5 venue reporting), and serves HNW individuals, retail investors, and corporate issuers across the Maltese market.
Curmi & Partners firmographics
Firmographics- Name
- Curmi & Partners
- Legal name
- Curmi & Partners Ltd
- Website
- https://curmiandpartners.com
- Company type
- Private
- Founded year
- 1978
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Curmi & Partners is a Malta-based licensed investment services firm offering discretionary and advisory portfolio management, stockbroking on the Malta Stock Exchange, and capital markets advisory to high-net-worth individuals, retail investors, and Maltese corporate issuers.
- Ownership category
- akta.pro rank
Where Curmi & Partners is headquartered
LocationHeadquarters
- HQ city
- Malta
- HQ country
- Netherlands
- HQ region
- Europe
Offices1 record
Markets served
Curmi & Partners business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Stockbroker Commission: Commission charged on buying and selling securities on the Malta Stock Exchange. Commission rates are included in the price quoted to clients, with more advantageous rates available for high-volume regular traders.
- Investment Management Fees: Fees for managing discretionary and advisory client portfolios, including regular portfolio reviews, investment recommendations, and communication of investment ideas.
- Capital Markets Advisory: Acting as Joint Sponsor and Authorised Financial Intermediary for new share and bond issues, including Combined Offers for listed companies.
- Corporate Actions Services: Acting as Manager, Registrar, Collecting Agent and Paying Agent for voluntary takeover bids and other corporate actions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Standard Commission Rate |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Curmi & Partners product offering
Product offeringCore offering
Curmi & Partners is a Maltese licensed investment services firm offering discretionary and advisory portfolio management, securities stockbroking on the Malta Stock Exchange, and capital markets advisory including underwriting, IPO sponsorship, and corporate actions management. The firm also operates Curmi Digital Wealth (CDW), an online platform for digital wealth management access, complemented by market data and research publications for local and global financial markets.
Product overview
Curmi & Partners is a Maltese investment services firm offering a comprehensive suite of financial services. The core offering consists of Investment Management (discretionary and advisory portfolio management), Stockbroking (trade execution on the Malta Stock Exchange), and Capital Markets & Advisory (underwriting, IPO management, and corporate finance). These are supported by Curmi Digital Wealth, a digital platform for online wealth management access. The firm also provides market data products including Equity Market Overview, Bond Market Overview, and Research & Articles for client decision-making. Stock Alerts is a notification feature for price monitoring. The services are designed for retail and institutional clients seeking access to the Malta Stock Exchange and international markets.
Differentiator
Problem solved
Functional benefit
Brands
- Curmi Digital Wealth: A digital wealth management platform offered by Curmi & Partners
Products and services
- Investment Management / Portfolio Management Discretionary and advisory portfolio management services for clients, including asset allocation, investment recommendations, and regular portfolio reviews. Designed for individuals and institutions seeking professional management of Malta-domiciled securities portfolios.
- Stockbroking Acceptance and execution of client orders on the Malta Stock Exchange, with commission-based pricing. Volume-based discounts are available for high-volume regular traders.
- Capital Markets & Advisory Capital markets services including underwriting, IPO management, corporate finance advisory, and assistance with listings on the Malta Stock Exchange. Acts as Joint Sponsor and Authorised Financial Intermediary for new share and bond issues, including Combined Offers for listed companies.
- Curmi Digital Wealth (CDW) Digital wealth management platform offering online access to investment services. Sub-brand of Curmi & Partners extending the firm's wealth management offering through a digital channel.
- Corporate Actions Services Acting as Manager, Registrar, Collecting Agent and Paying Agent for voluntary takeover bids and other corporate actions on behalf of listed companies on the Malta Stock Exchange.
Companies that use Curmi & Partners
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Curmi & Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature1 record
Curmi & Partners partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- JFC Holdings LimitedcoreCurmi & Partners acting as Manager, Registrar, Collecting Agent and Paying Agent for the voluntary public takeover bid launched by JFC Holdings Limited for Loqus Holdings p.l.c.
- Jefferies InternationalcoreInternational execution venue used for bonds and equities trades, enabling Curmi & Partners to access global markets and provide best execution to clients.
- RabobankcoreInternational execution venue used for bonds and equities trades, supporting the firm's global market access capabilities.
- Charles StanleycoreUK-based execution venue used for bonds and equities trades, providing access to international markets.
- Shore CapitalcoreExecution venue for bonds and equities, supporting the firm's international trading capabilities.
- MitsubishicoreInternational execution venue for bonds and equities trades.
- Malta Stock ExchangecoreAs a founding member of the Malta Stock Exchange, the firm has preferential access and participates in the domestic securities market.
- AX Real Estate p.l.c.coreCurmi & Partners appointed as Joint Sponsor and Authorised Financial Intermediary for AX Real Estate's Combined Offer of shares and bonds, assisting with listing and capital raising.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Curmi & Partners competitors and assessment
Company assessmentDirect peers
- Calamatta Cuschieri: Malta-based financial services group offering stockbroking, investment management, and corporate finance advisory; directly comparable service mix and Maltese HNW/corporate client focus.
- Jesmond Mizzi Financial Advisors: Maltese licensed investment services firm providing discretionary portfolio management, advisory, and execution services — a direct peer for Curmi's investment management and stockbroking franchise.
- Michael Grech Financial Investment Services: Malta-based licensed investment services and insurance intermediary firm targeting retail and HNW clients; competes for the same Maltese HNW mandates that Curmi & Partners pursues.
- Rizzo Farrugia: Malta-based licensed stockbroker and investment manager offering portfolio management, stockbroking on the Malta Stock Exchange, and corporate finance advisory — the closest direct competitor to Curmi & Partners in scale, service mix, and domestic focus.
Broad incumbents
- Bank of Valletta (BOV): Malta's largest domestic bank, which also offers investment management and stockbroking services through its subsidiaries and direct channels; competes with Curmi & Partners across virtually every Maltese HNW and corporate mandate, with the advantage of integrated banking.
- HSBC Malta: Malta subsidiary of HSBC offering private banking, asset management (HSBC Asset Management Malta), and brokerage — a broad incumbent whose institutional relationships (including Kieran Degiorgio's prior role leading HSBC Malta Funds SICAV) compete directly for the same Maltese HNW and institutional mandates.
- MeDirect Bank (Malta): Malta-based digital bank offering investment products, custody, and trading — competes with Curmi in the Maltese retail/execution-only segment with a stronger digital platform; former employer of several Curmi hires.
Regional players
- Charles Stanley: UK-based wealth manager and stockbroker that already serves as one of Curmi & Partners' international execution venues — a comparable UK wealth management franchise and indirect peer for cross-border execution capabilities.
- Mapfre Middlesea Insurance: Malta-domiciled insurance and investment-linked product provider; comparable in Maltese market footprint and overlapping HNW client base with Curmi's investment management franchise.
- Lombard Bank Malta: Malta-based private banking institution offering wealth and investment management services — comparable to Curmi in targeting Maltese HNW clients with a relationship-led banking and advisory model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Curmi & Partners social profiles
Digital presenceCurmi & Partners compliance and trust
Trust signalCompliance3 records
Curmi & Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Curmi & Partners leadership team
Management profileNumber of profiles
Profiles23 records
Curmi & Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Curmi & Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Curmi & Partners
What does Curmi & Partners do?
Curmi & Partners is a Maltese licensed investment services firm offering discretionary and advisory portfolio management, securities stockbroking on the Malta Stock Exchange, and capital markets advisory including underwriting, IPO sponsorship, and corporate actions management. The firm also operates Curmi Digital Wealth (CDW), an online platform for digital wealth management access, complemented by market data and research publications for local and global financial markets.
Is Curmi & Partners a public or private company?
Curmi & Partners is a private company. It is classified as family owned and is currently operating.
When was Curmi & Partners founded?
Curmi & Partners was founded in 1978. It employs 11 to 50 people.
Where is Curmi & Partners based?
Curmi & Partners is headquartered in Malta, Netherlands, in the Europe region.
How does Curmi & Partners make money?
Four revenue lines are on record. Stockbroker Commission is the primary driver. The others are investment Management Fees, capital Markets Advisory and corporate Actions Services.
Who are Curmi & Partners's main competitors?
Direct peers on record are Calamatta Cuschieri, Jesmond Mizzi Financial Advisors, Michael Grech Financial Investment Services and Rizzo Farrugia. Broad incumbents are Bank of Valletta (BOV), HSBC Malta and MeDirect Bank (Malta). Regional players are Charles Stanley, Mapfre Middlesea Insurance and Lombard Bank Malta.
Does Curmi & Partners have an API?
No public API is recorded for Curmi & Partners.