L’Allocataire and Tilvest Partner to Launch a Regulated Crypto Allocation Framework for Wealth Professionals in the EEA
10 JUL, 2025
By Jose Luis Palmer from RankiaPro Europe
L’Allocataire, an independent French asset allocation advisory firm, has entered into a strategic partnership with Tilvest, a crypto-assets management platform registered as a Digital Asset Service Provider (DASP) with France’s financial regulator (AMF). This partnership aims to offer a regulated crypto-asset allocation solution to wealth managers, family offices, and digital advisory platforms across the European Economic Area (EEA).
The initiative enables professional investors to integrate crypto-assets into long-term portfolios through a structured and compliant investment framework — without engaging in speculative trading or unregulated activity.
Being an adviser means knowing how to anticipate change without denying the fundamentals. In an unstable monetary world, new asset classes are no longer an option, and demand from asset managers and their clients for crypto-currency investment solutions is growing rapidly. As an allocator, our role is to select the best partners to meet this demand. By teaming up with Tilvest, a regulated player specialising in crypto management, we are enabling our professional clients to diversify portfolios with an innovative asset class, within a reliable, turnkey framework. This alliance is perfectly in line with our mission to democratise access to allocation solutions previously reserved for institutional investors.
Ahmed Khelifa, chairman and founder of L'Allocataire
Positioning Crypto-Assets as a Diversified Allocation Tool
L’Allocataire advocates for a disciplined approach to crypto-assets, viewing them as a complementary component in diversified portfolios. Assets such as Bitcoin and Ethereum are identified as exhibiting low historical correlation with traditional assets and differentiated macroeconomic behavior — justifying their selective inclusion in professional strategies.
L’Allocataire’s proposed framework includes:
- Core allocation to large-cap crypto-assets (e.g., Bitcoin, Ethereum),
- Reserve allocation using regulated stablecoins,
- Satellite allocation to thematic segments (e.g., DeFi, infrastructure tokens).
This methodology is intended to support professionals in managing volatility-adjusted exposure and maintaining a clear allocation logic, consistent with institutional asset management principles.
Tilvest’s Role as Regulated Manager
Tilvest acts as the sole manager of the crypto-asset mandates available through the partnership. As a DASP registered with the AMF (E2022-047), Tilvest is authorised to provide crypto custody, trading, and portfolio management services under French law and in compliance with AML/CFT obligations.
Unlike technology providers or white-label platforms, Tilvest directly manages the investment process and client portfolios. Financial advisers and platforms working with L’Allocataire may introduce eligible clients to these managed solutions, but Tilvest retains full responsibility for investment operations, risk management, and regulatory oversight.
We are delighted with this partnership with L'Allocataire, which will enable us to make our expertise available to a wide network of financial advisers.
The Tilvest platform has been designed to facilitate the integration of crypto-assets into wealth management. Thanks to this collaboration, CGPs and family offices working with L'Allocataire will be able to offer their clients exposure to crypto-assets with complete peace of mind, without having to manage the technical or regulatory complexity themselves. We share with L'Allocataire the desire to support the profession as investors' needs evolve.
Julien Romon, Chairman of Tilvest
