Bank / Wealth / TrustRIA · CRD 168994

Updated:

Argus Wealth Management

Argus Wealth Management (AWM) is a wholly owned subsidiary of Argus/BF&M. Founded in 2005, it serves high-net-worth individuals, institutions, endowments, and...

Argus Wealth Management logo

Argus Wealth Management

Argus Wealth Management (AWM) is a wholly owned subsidiary of Argus/BF&M. Founded in 2005, it serves high-net-worth individuals, institutions, endowments, and pension funds, managing over $1.3 billion in discretionary and advisory assets. It is a Bermudian financial services company providing tailored investment solutions and is registered under the Investment Business Act 2003 and licensed by the Bermuda Monetary Authority.

General information

Firm type

Bank / Wealth / Trust

Year founded

2005

Location

Region

North America

Country

Bermuda

City

Bermuda

Corporate office

Hamilton, Bermuda

Principals

Louis Millar

CFA, CPA — Head of Wealth Management

Angela J Joell

BA, MSM, AFC — Financial Wellness Manager

Melanie Gauntlett — Business Development Manager

Julanda Smith — Senior Operations Manager

Shacourtnee Estwick — Client Management Representative

Graeme Higgins

CFA, MBA — Wealth Analyst

Frequently asked questions

Why is the firm domiciled in Bermuda?

Bermuda offers a tax-neutral environment with no corporate income tax, capital gains tax, or withholding tax on investment income. For family offices managing cross-border wealth, this eliminates jurisdictional tax leakage. Bermuda also provides a mature legal framework for trusts and private trust companies, which are common tools for intergenerational wealth transfer and asset protection.

How does the firm's Bermuda structure affect succession planning?

Bermuda's trust law and private trust company regulations allow families to create durable governance structures that survive the lifetime of the founder. A Bermuda-domiciled office can serve as a trustee or investment manager for family trusts that hold assets across multiple jurisdictions, centralizing investment control while respecting the legal requirements of each beneficiary's country of residence.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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