Ifigest bets on agentic software with the arrival of Marco Roscio Ricon as CTO

Strategic appointment to accelerate digital transformation

Ifigest Banking Group has announced the appointment of Marco Roscio Ricon as its new Chief Technology Officer (CTO). The main objective of this appointment is to drive the evolution of the group’s technology infrastructure and explore the development of an internal ecosystem of agentic software. This initiative aims to make processes more agile, faster, and more efficient, harnessing the capabilities of artificial intelligence to support both business units and clients.

The appointment comes at a key moment for the Florentine institution, which operates in wealth management, private banking, corporate and investment banking, and asset management. According to the 2025 consolidated balance sheet, the group’s assets under management and administration reached €5.23 billion, representing an increase of 19% over the previous year. Consolidated profit also rose significantly, from €4.8 million to €13 million. This operational expansion makes technology a critical factor in scaling, as growth in activities and subsidiaries requires integrated processes, reliable data, and platforms that can scale without increasing complexity or costs.

The new CTO’s mandate: infrastructure and AI agents

Marco Roscio Ricon’s remit rests on two fundamental pillars: improving the efficiency of the existing technology infrastructure and developing solutions based on emerging technologies. The stated priority is to create an agentic software system, defined as artificial intelligence systems designed to execute sequences of activities, use tools, and interact with other applications with a degree of autonomy within defined objectives and constraints.

For a group with Ifigest’s diverse business lines, these technologies could be applied to information preparation, the orchestration of operational workflows, support for financial professionals, and document management. However, the institution has not yet detailed a specific roadmap, the allocated budget, or the first concrete use cases. The project’s initial scope and the criteria for measuring its benefits, risks, and return on investment remain to be defined.

In the banking sector, adopting AI agents requires speed and automation to be accompanied by high data quality, traceability of operations, access controls, and human oversight. The ability to integrate these requirements into the architecture and processes will determine the project’s real impact on day-to-day work, beyond the experimentation phase.

Flavio Di Terlizzi, CEO of Banca Ifigest, put the appointment in context, noting that Roscio Ricon’s arrival comes during an important development phase in which technology and innovation are essential levers. “Marco will be instrumental in turning AI opportunities into support tools for the business and clients,” Di Terlizzi said, highlighting the need to make the group’s platform “more robust, scalable, and efficient.”

Marco Roscio Ricon’s career: experience in markets and fintech

The new CTO has more than 30 years of experience at the intersection of the financial industry and technology. His career includes:

• London Stock Exchange Group: He worked at the group for 14 years, holding roles of increasing responsibility in information services, digital platforms, and internet strategy. A 2015 Intesa Sanpaolo statement identified him as having led the stock exchange group’s desktop and internet applications for several years.
• MarketWall: He founded this fintech company in 2014, serving as CEO and CTO until 2025. Under his leadership, the company developed multi-device software solutions for financial data, trading, and banking services. These included the development of Intesa Sanpaolo’s retail trading and home banking platform, as well as solutions developed in collaboration with Samsung and Morningstar.
• InvestoPro SIM: From 2021 to 2025, he was CEO of this investment firm. He guided the company through its entire life cycle, from regulatory authorization and the design of its proprietary software platform to operational launch and commercial development. When InvestoPro launched in 2021, it had already highlighted its use of artificial intelligence combined with financial content and trading operations.

Growth context and technology challenges

The choice of a profile with entrepreneurial and product management experience reflects Ifigest’s need to move from technology selection to effective adoption. An AI agent only generates value when it is integrated into a workflow, has access to suitable data, respects authorizations, and offers a measurable benefit to the end user.

The group comprises Banca Ifigest, L&B Capital SGR, L&B Partners, Sevian Fiduciaria, and Fundstore. It has 8 offices and approximately 300 professionals. This multifaceted structure makes the ability to share data and tools without losing the specific characteristics of each activity particularly important, from wealth advisory to corporate finance and investment management.

The balance sheet figures reinforce the urgency of this transformation. Direct and indirect inflows reached €5.73 billion, up 14.6% on 2024. Indirect inflows in particular grew by 19.3%, reaching €5.23 billion. Profit attributable to the parent company rose from €4 million to €10.7 million. In this environment, technology must enable the group to maintain its agility and competitiveness as it scales its operations.