Jesmond Mizzi Financial Advisors Ltd
Investment-Information Session, Ritz-Carlton, DIFC, Dubai: 24th May 2017
JEAN P GAFFIERO, a fellow of the Malta Institute of Accountants and an affiliate of the Market Technicians Association, is one of Jesmond Mizzi Financial Advisors Ltd’s owners where he holds the role of an Investment consultant. He started his career with one of the big four audit firms where he served on the audit team for five years till 1989. The time at Deloitte served as a perfect foundation on which he built his analytical skills. In 1989 he moved on to work for Commercial Union’s Malta Insurance Agency where he was appointed Financial Controller. In 1995 he set up Atlas Investment Services Limited, a company which later merged with Jesmond Mizzi Financial Advisors Ltd. He was accepted as the twelfth member of the Malta Stock Exchange in 2000. He served as Secretary to the College of Stockbroking Firms between 2000 and 2003 and was elected Deputy Chairman of the College in 2011 and was their representative on the FIAU (Financial Intelligence Analysis Unit) till 2012. He has held various directorships in the financial services industry which included companies in Forex trading as well as a Professional Investor Fund and has presented various seminars with an investment theme.
Jesmond Mizzi Financial Advisors Ltd is a leading Investment Services Company registered in Malta and licenced by the Malta Financial Services Authority under the Investment Services Act. It is a member of the Malta Stock Exchange and has its roots dating back to 1996. Jesmond Mizzi Financial Advisors operates out of 5 offices located across the island.
Jesmond Mizzi Financial Services merged with Atlas Investment Services in 2012 to form Jesmond Mizzi Financial Advisors Ltd which now forms part of the Atlas Group of Companies in Malta.
The company offers personalised tailor-made wealth management services both to private as well as to institutional clients. It is involved in fund management through its relationship with various leading names such as Henderson, Legg Mason and Invesco and today also offers Collective Investment Schemes under the name of Merill with its latest offering of two new sub-funds, the Merill High Income Fund and the Merill Global Equity Income Fund. It has assisted a number of companies to list their bonds or equities on the Malta Stock Exchange.
Today, Jesmond Mizzi Financial Advisors, which remains privately owned, is a household name in Malta showing a healthy growth both in its profits and funds under management. It boasts a highly motivated team of professionals, all committed to placing clients’ interests before their own and working to deliver solutions, best suited for their clients.