Giulio Sartori
Dubai,إمارة دبيّ
Summary
Founder & CEO of the Globify Bank project, headquartered in Zurich, Switzerland, leading the development of a next-generation Swiss digital banking platform. Previously Co-Founder of Globify Holding Inc., a U.S.-based investment vehicle focused on Swiss, U.S. and UAE real estate opportunities.
Investment professional with 12+ years of experience spanning proprietary portfolio management, asset management, private equity & venture capital, capital markets and cross-border financial transactions. Active across equities, options, futures, derivatives, commodities, oil & gas and alternative investments, combining discretionary investing with quantitative research, macroeconomic analysis and systematic trading strategies.
Professional experience includes structuring investment platforms, investment vehicles and tokenized fixed-income products, fundraising, financial modelling and strategic partnerships, while negotiating complex international transactions involving institutional investors, family offices, private equity firms, governments, ministries and multinational corporations across Europe, the Middle East and North America.
Brings a multidisciplinary background spanning Silicon Valley venture-backed companies, digital banking, commodities trading, infrastructure, defence, healthcare innovation and real estate, combining institutional investment thinking with entrepreneurial execution in high-value, cross-border projects. Fluent in Italian, English and Spanish, with working proficiency in Russian, German and French and basic Mandarin Chinese.
Overview
15
15
years of professional experience
Work history
Trading, Portfolio Management & Investment Strategy
Independent Investment Office
2013.01 - 2026.07
- 12+ years of experience (proprietary) trading and managing multi-asset portfolios across equities, options, futures, commodities and foreign exchange.
- Developed an algorithmic trading system for gold futures and conducted quantitative research in collaboration with a team of quantitative analysts.
- Conducted investment research across actively managed funds and thematic strategies, developing a proprietary selection of 12 high-conviction funds covering robotics, smart materials, enhanced AI cybersecurity and other emerging sectors.
- Developed standardized execution strategies across long and short equity trading, including momentum, reversal, gap fade, parabolic, swing and hedging strategies, supported by proprietary hotkey systems and disciplined risk management protocols.
- Developed fundamental trading playbooks for Soybean Oil (ZL), Cocoa (CC), Platinum (PL), RBOB Gasoline (RB) and Aluminum futures, specializing in Natural Gas (NG).
- Supported physical oil trading initiatives involving refineries in Dubai and Abu Dhabi, with exposure to exports of EN590 diesel (10 ppm), Arab Light crude oil and Jet Fuel A-1.
- Designed discretionary and systematic investment strategies focused on capital preservation, risk-adjusted returns and portfolio optimization.
- Conducted quantitative, technical and macroeconomic analysis to support investment decisions, derivatives evaluation and portfolio risk management.
- Executed trading strategies through Charles Schwab, Thinkorswim, DAS Trader and Swissquote while applying disciplined execution and risk controls.
Founder & Project Lead
Globify Bank
2020.01 - 2026.07
- Globify Bank is a Swiss digital banking project focused on approximately 250 million affluent clients currently underserved by traditional Swiss private banks due to high minimum asset thresholds, representing an estimated US$3 trillion addressable market opportunity;
- Combining digital banking, wealth management and cross-border financial services, it’s a better Swiss digital banking platform focused on approximately 250 million affluent clients currently underserved by traditional high touch Swiss private banks due to high minimum asset thresholds.
- Led business strategy, fundraising, financial planning and coordination of regulatory, legal and commercial workstreams from concept through development.
- The project is currently in the fundraising phase, targeting an initial CHF 5 million lead commitment to complete the syndication of the founding investment round.
- Prepared business plans, financial models and investor presentations for institutional investors, family offices and banking partners.
- Coordinating legal, regulatory and commercial workstreams with senior banking professionals and external advisors.
- Leading discussions with Vatican representatives on ethical banking and with Italian and U.S. investment groups regarding strategic investment opportunities.
Real Estate Investments & Alternative Assets
Private Investors & Family Offices
2018.01 - 2026.07
- Worked with the director companies of Berkshire Hathaway Homes New York, Nest Seeker New York and Como directors, co-shares sales of high end mansions with Christies and Sothebies. Last notable sales, sold one residential compound at 90M on Madison Avenue Midtown New York part of post-distressed Covid , brought investors in 2 ground up new developments in a Florence province (12.000 sqm of RE family property entailing 10M acquisition plus 30M investment into redevelopment)
- Presented residential and mixed-use development opportunities in Switzerland, including the Haltenegg Clinic & Hotel redevelopment and a land development project in Gstaad. Conducted financial modelling, valuation, commercial due diligence and cross-border transaction support, with expertise in Lex Koller compliance, foreign investment restrictions and acquisition structuring for international investors
- Evaluated real estate investment opportunities across Dubai for foreign Italian clients, where I completed my first property sale 12 years ago and pioneered the use of Matterport 3D virtual tours and drone aerial videography through the proprietary Globify Dream Properties platform.
Co-founder - Investment Division
Globify Holding Inc
Zurich
2020.08 - 2026.07
- Co-founded the investment fund focused on Swiss residential properties.
- Developed in-depth knowledge of Swiss residential market and engaged with international private and institutional investors, including asset managers and private equities
- Collaborated with experienced partners in investment advisory and real estate development, enhancing understanding of successful strategies in these fields
- Enhanced sales communication skills by closing investment contracts with key European investors entering Swiss residential markets
Founder & Project Lead
BondZ Tokenized Fixed Income Platform
2025.01 - 2026.01
- Structured a UAE-based tokenized fixed-income platform covering approximately 80 AAA to BBB investment-grade bonds, focused on fractional ownership, blockchain settlement, institutional custody and enhanced transparency, bridging traditional capital markets with blockchain infrastructure.
- Developed with the long-term vision that tokenized investment funds could become a mainstream investment vehicle alongside ETFs as digital identity, custody and regulatory infrastructures mature.
- The product is designed to be simple to understand, scalable to large global markets, and suitable for phase retail distribution following an institutional launch.
- The portfolio is managed and values using fund methodologies; tokenization is applied only to ownership representation and settlement.
- Led product strategy, fundraising and engagement with Dubai financial ecosystem stakeholders, blockchain providers, custody partners and regulatory advisors.
- Advanced tokenization, custody and regulatory workstreams with an initial US$400K fundraising target prior to launch. Project paused following the regional geopolitical conflict.
Head of EMEA Expansion & Foreign Markets
EUR TLC / Concentus Holding
2024.01 - 2026.07
- Cross-border development of a €300M defense-grade fiber-optic manufacturing platform fundraising and strategic partnerships executive for one of only four global providers of NATO-grade, cyber-secure fiber-optic technologies. The Italian platform spans next-generation encrypted fiber-optic infrastructure, photonic switching, and advanced quantum microprocessors capable of redirecting network traffic within nanoseconds, serving both civil and defence mission-critical applications.
- Leading international expansion, fundraising, and strategic partnerships across Europe and the Middle East. Negotiating with governments, sovereign wealth funds, ministries, and multinational corporations, including Swisscom (Switzerland), Etisalat and Saudi Telecom (Middle East), Teldat (Poland – Finalising negotiations with the Polish Ministry of Defence), and the Ministry of Strategic Industries and the Ministry of Digital Transformation of Ukraine.
- Promoting the adoption of defence-grade secure communications, quantum-ready and AI-driven network architecture, and scalable national digital backbone infrastructure for critical civil and defense applications; supporting national security, digital sovereignty, and next-generation telecommunications infrastructure.
- Structuring international expansion, industrial partnerships, and access to European strategic funding programmes, including SAFE, EDF, InvestEU, and CEF-Digital.
Director – Strategy & Crossborder Partnerships
Defense, Infrastructure & Financial Transactions Advisor
Rome, Italy
2018.01 - Current
- Advised investment groups on cross-border transactions, strategic partnerships and project financing across the defence, infrastructure and technology sectors.
- Leading the development of the Italian Defence Renaissance Fund, in cooperation with Alpha Investments (Zurich), a private equity strategy focused on acquiring and scaling undervalued Italian defence SMEs and hidden champions benefiting from Europe's rearmament and industrial renaissance.
- Represented a network of approximately 50 Italian defence companies in cooperation with a leading Italian defence contractor based in Rome, supporting their market entry and business development activities in Ukraine through multiple missions to Kyiv. Assisted Italian management teams throughout the commercial, financial and selected technical aspects of cross-border defence projects, facilitating engagement with Ukrainian government authorities, defence stakeholders and industrial partners.
- Conducted commercial due diligence, financial modelling, valuation analysis and investment screening.
- Supported negotiations with governments, institutional investors, family offices and senior corporate executives, facilitating cross-border partnerships, capital raising and strategic transactions.
Commodity & Derivatives Trader
Commodity Markets, Energy & Natural Resources
2016.01 - 2021.09
- Founded and operated a rough diamond trading company in Antwerp, sourcing high-quality sawable and makeable rough diamonds from Botswana and Sierra Leone under the Kimberley Process Certification Scheme, overseeing cross-border logistics, compliance, sales and import into Belgium.
- Managed the commercial lifecycle from rough diamond evaluation and pricing through relationships with Antwerp's diamond handlers, cutters and polishers, supporting quality assessment, valuation, processing and sales into the local wholesale market.
- Developed relationships with mining operators, commodity traders and local partners across Africa, participating in the commercial evaluation of gold and natural resource projects, including opportunities in Sierra Leone supported by existing mining concessions and operational teams.
- Established relationships across the international oil & gas sector, connecting with refineries, crude oil and refined products traders, with exposure to EN590 diesel (10ppm), Jet A1 aviation fuel, international trading structures and cross-border energy logistics, supported by the former Vice President of BP EMEA.
- Supported the commercial development of proprietary hydrocarbon filtration and dehydration technologies designed to separate water from crude production streams, presenting the solution to refinery operators, industrial groups and strategic energy stakeholders across the Middle East.
- Actively analyse and trade global commodity markets—including precious metals and energy—combining macroeconomic analysis, commodity cycles, inflation dynamics and financial market expertise to identify investment opportunities.
Co-founder – Operational division
Globify Work Sp.z.o.o.
Warsaw
2019.06 - 2023.04
- Co-founded company specialising in interim service work, impacting local employment opportunities.
- Negotiated key contracts with Polish and European factories seeking temporary subcontracted workers.
- Achieved employment targets for various factory vacancies, enhancing workforce alignment with client needs.
- Researched and drafted strategic market entry plans, determining pricing and providing detailed guidance to workers, ensuring timely and quality service delivery.
Co-founder - Medical Division
GEA S.r.l.
Vicenza
2012.01 - 2015.11
- Co-founded the medical division of GEA S.r.l. to produce and distribute latex medical gloves with special ergonomic features
- Acquired sound knowledge of the latex glove market, which has a 10% global annual growth rate
- Gained working experience in product development and was actively involved in the production tests in the outsourced manufacturing facility (Kuala Lumpur, Malaysia)
- Developed commercial and communication skills while entering into agreement contracts with key wholesale distributors and private clinics in Italy
- Researched the state of the art of patents and deposited them acquiring solid market knowledge and conducted extensive market research before launching a new business venture
- Coordinated teams located in different geographies (i.e. Italy and Malaysia), greatly improving my leadership skills as well as my ability to work in a team-setting environment
- Invented and developed an innovative portable medical device aimed at a niche medical category (i.e. graduate students and academic staff)
- Researched the market potential, the target customer’s preferences, and determined the optimal price-point
- Established contacts and business relations with Asian manufacturers to outsource production of the product’s components
- Entered in the sales & distribution phase and currently selling to universities and private clinics in Spain and Italy
- Drafted experimental protocols to gain future approval by the Italian Ministry of Health
- Successfully established a business collaboration with Dentsply International, a leading American dental equipment maker and dental consumables producer, which develops new surgical kits and an innovative line of dental implants (‘Cygnus Line’)
- Participated in the product development with the research team of Dentsply. The product’s patent is registered under my name and is in fact part of GEA’s product portfolio
- Negotiated distribution agreements with Biorizons’ Italian sales manager, recently achieved an offer of 10% royalties for each dental implant sold
Direct Assistant to the General Manager
RIZZI S.p.a.
Modena
2014.01 - 2015.07
- Participated in the development of a new tannery machine technology. The newly developed prototype is currently being tested at Dogi International S.r.l., a firm which refines leather for client companies such as LVMH, Prada, and Diesel
- Gained a solid understanding of the technical aspects of the industry, as well as the need for a clearly thought out business plan, whenever endeavouring to start new business ventures
- Company engaged in the design of industrial tannery equipment
Assistant to the General Manager (G.M.)
CSC SARTORI S.r.l.
Padova
2013.06 - 2014.09
- Learned the importance to outsource part of the company’s operations and maintain flexibility under capital budgeting constraints, to make contingency plans and turn around the firm’s management
- Visited five production facilities of “Montana Bakery Ltd” (London, UK) and met its CEO P. Scacco. Learned about the business operations and manufacturing processes of different types of industrial and artisanal bakery products. Learned about the market buyers’ bargaining power, with Tesco, M&S and Waitrose capable of exercising cost-pressure to suppliers
- Company engaged in design and development of industrial baking equipment
Education
Stanford GSB | Fundraising Executive Program
Silicon ValleyHarvard Business School -Private Equity and Venture Capital
BostonSkills
Portfolio Management
Portfolio Construction
Asset Management
Investment Strategy
Investment Research
Private Equity & Venture Capital
Capital Markets
Alternative Investments
Financial Modeling
Valuation
Capital Raising
Institutional Sales
Investor Relations
Risk Management
Derivatives
Quantitative Analysis
Macroeconomic Analysis
Commodity Markets
Banking Strategy
Investment Vehicle Structuring
Strategic Partnerships
Project Management
Stakeholder Management
International Expansion
Government Relations
Cross-Border Transactions
Business Development
Digital Assets & Tokenization
LANGUAGES
Italian (Native) Spanish (Bilingual)
Beginner
English (Fluent - IELTS 6.5) German (Intermediate – B1 Level) French (Intermediate)
Beginner
Mandarin (Basic)
Beginner
Russian
Intermediate
German
Advanced
French
Advanced
Spanish
Fluent
INTERESTS
Go-karting, football, tennis, running, art, playing piano
ADDITIONAL INFORMATION
- Stanford GSB Executive Education | Fundraising Executive Program (2024) Presential
- Private Equity and Venture Capital – Harvard Business School Executive Education (2025) Presential
- NATIONALITY Italian (EU Passport)
- Completed EDX Online Course: “English for doing business in Asia” (Mar 2015)
- Obtained "Chinese Language Certificate" at Mandarin House (Shanghai, China | Aug 2015)
Affiliations
- Piano, Go-karting, Golf, Engineering, Tennis
Accomplishments
Italian State Recognition – Officially recognized by a Brigadier General of the Italian Armed Forces for contributions to cross-border cooperation and support initiatives involving Ukraine.
Timeline
Founder & Project Lead
BondZ Tokenized Fixed Income Platform
2025.01 - 2026.01
Head of EMEA Expansion & Foreign Markets
EUR TLC / Concentus Holding
2024.01 - 2026.07
Co-founder - Investment Division
Globify Holding Inc
2020.08 - 2026.07
Founder & Project Lead
Globify Bank
2020.01 - 2026.07
Co-founder – Operational division
Globify Work Sp.z.o.o.
2019.06 - 2023.04
Director – Strategy & Crossborder Partnerships
Defense, Infrastructure & Financial Transactions Advisor
2018.01 - Current
Real Estate Investments & Alternative Assets
Private Investors & Family Offices
2018.01 - 2026.07
Commodity & Derivatives Trader
Commodity Markets, Energy & Natural Resources
2016.01 - 2021.09
Direct Assistant to the General Manager
RIZZI S.p.a.
2014.01 - 2015.07
Assistant to the General Manager (G.M.)
CSC SARTORI S.r.l.
2013.06 - 2014.09
Trading, Portfolio Management & Investment Strategy
Independent Investment Office
2013.01 - 2026.07
Co-founder - Medical Division
GEA S.r.l.
2012.01 - 2015.11
Stanford GSB | Fundraising Executive Program
Harvard Business School -Private Equity and Venture Capital