Our news

Montezemolo & Partners SGR announces the establishment of Charme II. First closing at 320 million euro

Montezemolo & Partners SGR, advisor of the private equity fund Charme I, announces the establishment of Charme II and its first closing at 320 million Euro.

Charme II is a private equity fund governed by Italian law and authorised by the central Bank of Italy. Its investment strategy represents the natural extensions of Charme I, who acted since its establishment in 2003 with the goal to carry out a number of entrepreneurial and industrial investments with a limited use of the financial leverage. Consistently, Charme II intends to invest in Italy and internationally primarily in the branded goods sector, through the identification of target companies with a strong brand awareness and a clear potential of international expansion. Charme II also aims to extend its investment scope to sectors other than its primary investment focus, that will include services, energy, tourism and transportation.

Charme II, alongside with the approach of Charme I, intends to act as strategic partner for those companies and entrepreneurs whose aim is to share their development paths with an organization acting with clear synergies in terms of entrepreneurial culture, management approach and sharing of corporate targets.

Together with the Montezemolo family, all the founding partners of Charme I have taken part to the establishment of Charme II, as a material sign of appreciation of the entrepreneurial and industrial approach adopted by Charme I since 2003.

The primary goal of Charme II has subsequently been to open its investors base to those international entrepreneurial families and financial institutions who may also operate as partners of the portfolio companies of Charme II in their respective countries. Among others, the establishment of Charme II recorded the commitments of Ratan Tata (India), the Royal Family of Abu Dhabi (United Arab Emirates), the Royal Family of Bahrein and the Bouygues family (France). Among the institutional partners, who will work alongside UniCredit and BIM as founding partners of Charme I, there will be Banca Intesa-San Paolo, Unipol, Banco Santander and Royal Bank of Scotland.

Luca di Montezemolo acts as Chairman of Montezemolo & Partners SGR, while Matteo di Montezemolo will be the CEO and will be supported by the senior partners Tommaso Beolchini and Lorenzo Romani Adami, with Charme since its establishment. The team is completed by Giuseppe Pasetti, former DeA Capital, Paolo Paganella, ex Sofipa, Matteo Facoetti, ex BS Private Equity and Simone Cavalieri, former Merrill Lynch.

Privacy Statement

This website is operated by Charme Capital Partners SGR S.p.A. for Charme Capital Partners Limited and its affiliates (“we” or “us”). This privacy statement outlines how we use any information you may provide to us when you visit our website, and includes details of our use of cookies. If you wish to contact us in relation to our use, storage or processing of your personal data, please contact us.

If you contact us via the ‘Get In Touch’ form on our website we will hold your name and email address (as well as any other personal information you may send us, such as your phone number), which we will use to respond to your enquiry. We may also use this information to send you other business and marketing communications. If you do not wish to receive such communications you should opt out by contacting us at the email address above. As part of our processing activities we may transfer your personal information outside the EEA. While some countries outside the EEA do not offer the same level of protection for personal data as countries within the EEA, we will take all reasonable steps to ensure that your personal data is processed securely and with an adequate level of protection.


We use cookies as set out below. Cookies are text files containing small amounts of information which are downloaded to your device when you visit a website and sent back to the originating web domain on your subsequent visits to that domain. Most web pages contain elements from multiple web domains. If you do not agree to our use of these cookies please disable them by following the instructions for your browser set out here or use the cookies’ own automated disabling tools.

We make use of analytic cookies to analyse how our visitors use our website and to monitor website performance. This allows us to provide a high quality experience by customising our offering and quickly identifying and fixing any issues that arise. Our website currently uses the following performance cookies:

Cookie name Source Purpose Further information
Google Analytics These cookies are used to collect information about how visitors use our website. These cookies collect information in an anonymous form, including the number of visitors to the portal, where visitors have come to the site from and the pages they visit. Persistent (except _utmc, which is a session cookie). Google Analytics provides an opt-out facility at: https://tools.google.com/dlpage/gaoptout Further information about Google’s privacy measures can be found at: https://support.google.com/analytics/ answer/6004245

We may also use your IP address and browser type to help diagnose problems with our server, to administer our products and to improve the functionality of our website. An IP address is a numeric code that identifies a user’s computer on the internet. It might also be used to gather broad demographic information. We do not use IP addresses to derive the identity of the person using the IP address.

We may make changes to this privacy statement from time to time. We therefore encourage you to review it periodically to stay informed of how we are using personal information.