Bespoke DFM Solutions
Investment expertise behind
your advice business.
AllFunds provides discretionary fund management and asset consulting solutions for financial advisers, wealth managers and retirement funds.
We manage the investment process, from portfolio construction and manager selection to ongoing monitoring and rebalancing, giving you more time to focus on your clients and their broader financial strategy.
We manage the investment process, from portfolio construction and manager selection to ongoing monitoring and rebalancing, giving you more time to focus on your clients and their broader financial strategy.
Discretionary investment management provided through Lucid Investments, an Authorised Financial Services Provider, FSP 55134.
Your outsourced investment specialist
Keep the client relationship. Strengthen the investment process.
AllFunds works behind your advice business as a specialist investment partner. You remain responsible for the client relationship and financial strategy. We take responsibility for the portfolio framework, implementation and ongoing investment oversight.
Why advisers partner with AllFunds
More focus. Greater consistency. Clearer accountability.
Outsourcing the investment function gives an advice practice access to a repeatable process and dedicated investment oversight, without weakening the adviser’s position at the centre of the client relationship.
01
Reclaim valuable time
Reduce the hours spent researching funds, preparing investment recommendations and managing portfolio changes across individual clients.
02
Access specialist expertise
Draw on structured asset-allocation research, manager due diligence, portfolio construction and ongoing risk oversight.
03
Implement consistently
Apply agreed portfolio decisions across every client in the relevant model through a controlled, repeatable process.
04
Build a scalable practice
Serve a growing client base without increasing the investment administration burden at the same rate.
05
Strengthen governance
Define clear investment responsibilities, maintain documented research and support a more disciplined decision-making framework.
06
Support client conversations
Use clear factsheets, market commentary and portfolio reporting to explain positioning and keep clients informed.
How AllFunds works
A disciplined process from mandate to monitoring.
Every relationship starts with the advice practice, its client segments and the outcomes each portfolio needs to support.
Solutions
One investment discipline. Different starting points.
Choose an established model portfolio range, develop a solution aligned with your advice process or appoint AllFunds as an asset consultant to a retirement fund.
For financial advisers
Clarity Range
A structured range of multi-manager investment solutions designed around common client objectives and implemented through approved investment platforms.
- Targeting inflation
- Diversifying offshore
- Sustaining income after retirement
- Ongoing monitoring and rebalancing
- Platform-specific factsheets
For advice practices and wealth managers
Bespoke Model Portfolios
A tailored portfolio framework shaped around your advice philosophy, client segments, risk ranges, platform requirements and preferred level of involvement.
- Custom strategic asset allocation
- Manager research and selection
- Portfolio and risk modelling
- Co-branded adviser material
- Investment committee participation
For retirement funds and employers
Asset Consulting
Independent investment support for retirement funds seeking stronger governance, clearer manager oversight and portfolios aligned with member outcomes.
- Strategic asset allocation
- Manager research and selection
- Performance and risk monitoring
- Market and performance reporting
- Life-stage modelling
Customisation and value
A partnership shaped around your practice.
Support grows with the complexity of your requirements. We discuss commercial terms and qualifying criteria privately.
Established framework
Core Support
Access an existing AllFunds model portfolio range with the investment reporting and resources needed for consistent client implementation.
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Model portfolio access
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Platform fact sheets
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Regular investment updates
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Adviser support
Deeper collaboration
Enhanced Partnership
Add portfolio analysis, communication support and closer engagement with the AllFunds investment team.
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Book and portfolio analysis
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Adviser communication support
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Investment committee engagement
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Practice-level reporting
Practice specific
Custom Solutions
Develop a model portfolio range aligned with your investment philosophy, business structure and client proposition.
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Bespoke portfolio design
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Custom manager selection
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Co-branded material
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Client and adviser events
Platforms and factsheets
Available where advisers already do business.
AllFunds solutions are structured for leading South African investment platforms. Access platform-specific factsheets, portfolio information and the latest approved documents from one place.
Glacier by Sanlam
Factsheets
AllFunds Moderate Strategy Sep '26
AllFunds Aggressive Strategy Sep '26
People behind the process
Investment decisions carry clear accountability.
AllFunds draws on the investment experience, governance and regulatory framework of Lucid Investments while maintaining a distinct adviser-facing identity.
Lloyd Priestman
Founder & Chief Investment Officer
Lloyd has more than 15 years of financial-services experience and is a Chartered Accountant, CA(SA), and Chartered Alternative Investment Analyst, CAIA. He specialises in portfolio and risk management.
Johan Cronje
Head of Distribution
Johan has 15 years of experience with a proven track record of designing and tailoring investment solutions that align portfolio strategies with client objectives, grow assets under management, and strengthen intermediary partnerships.
Start a conversation
Looking for a stronger investment framework?
Tell us about your advice business, client base, current investment process and platform requirements. We will explore the level of partnership best suited to your needs.
* Financial advisers and wealth managers
* Retirement funds and employers
* Bespoke model portfolio discussions
* Retirement funds and employers
* Bespoke model portfolio discussions