Matthew Magro

Matthew magro

bookmark on deepenrich
location of Matthew MagroĦamrun, Hamrun, Malta
Followers of Matthew Magro408 followers
  • Timeline

  • About me

    Senior Wealth Advisor at Jesmond Mizzi Financial Advisors Ltd

  • Education

    • Paolino vassallo sixth form

      1994 - 1996
      Accounts, economics & it
    • Stella maris college gzira malta

      1983 - 1994
    • L-università ta' malta

      1996 - 2000
      Bachelor's degree b.com (hons) banking and finance
  • Experience

    • Fexco malta investment services ltd

      Oct 2000 - Mar 2004
      Investment services administrator

      Fexserv Investment Services, forms part of Alpine Holdings. My position was that of Investment Services Administrator where I was subsequently approved by the Malta Financial Services Authority to conduct Investment Services business in Malta. During the first six months I attended a number of internal training courses with respect to Mutual Funds. I have also been given an insight on international equity and bond markets, which ultimately are the products that Fexserv Investment Services is presently marketing in the investment field.Furthermore, I received training in investments, in designing portfolios and in conducting meetings with the clients in order to get an insight as to which products the client considers as necessary for his financial needs. I have been trained to deal in foreign exchange through Fexco (Malta) Ltd now known as Fexserv who is the sister company of Fexserv Investment Services. My main duties were to deal in foreign currencies, swifts/drafts and in guiding both corporate and private clients on currency fluctuations. In addition to the above, I used to liaise with the regulator on all necessary correspondence when they conducted visits. Inputting of daily accounting transactions and giving assistance to the auditors when preparing for the annual audited accounts was a task which I conducted on a regular basis. Once a month we used to hold the company’s Board meeting.My role also entailed drawing up the company’s business plan to evaluate the strengths and weaknesses during the year, develop the type of strategy the company intends to adopt during the coming year and correspond with Commerzbank Asset Management and Jupiter Unit Trust Managers Limited in administering the funds. Show less

    • Crystal finance investments

      Mar 2004 - Aug 2015
      Investment advisor

      I have been employed as an Investment Advisor with Crystal Finance Investments for the last 11 years. Crystal Finance Investments represents UBS Investment Funds in Malta and has obtained category 3 license by the MFSA. Being licensed by the Malta Financial Services Authority as an Investment Advisor, I manage clients’ portfolios by dealing in local and foreign bonds/equities and UBS Investment Funds. Forming part of the Managed Fund Portfolio committee board, we as advisors meet on a monthly basis to manage our clients’ portfolios depending on their investment risk tolerance and the present financial market scenario. Show less

    • Mediterranean bank plc

      Sept 2015 - Dec 2019
      Branch manager
    • Jesmond mizzi financial advisors ltd.

      Jan 2020 - now

      www.jesmondmizzi.com

      • Senior Wealth Advisor

        Jan 2024 - now
      • Head of Investment Advisors

        Jan 2020 - now
  • Licenses & Certifications

    • B.com (hons.) banking and finance