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Investment Compliance and Risk

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about us

Professional Service with Competence and Passion

  • Strong focus on costumers and products
  • Customized solutions
  • Industry best practices in financial services in the European Union and Switzerland
  • International professional network
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# 1

Implementation partner in Central Europe

20+

years of international professional experience in investment compliance, risk management, and governance

20+

dedicated experts with proven expertise in the financial services sector in Switzerland and Europe

what we do

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our services

Services

Investment Compliance

Our end-to-end services are designed to ensure seamless adherence to evolving regulatory requirements while optimizing your investment processes. Tailored for investment funds and mandates across Switzerland and the European Union, our expertise spans everything from rule implementation to strategic advisory.

  • Investment Compliance as a Service
  • Comprehensive Regulatory Implementation
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Investment Risk

We empower financial institutions and asset managers with expert-driven solutions to assess, monitor, and mitigate investment risks across both traditional and alternative asset classes. Our tailored approach enhances portfolio performance, ensures regulatory compliance, and strengthens risk frameworks – helping you make informed decisions with confidence.

  • Investment Risk Management as a Service
  • Investment Risk Management Consultancy & Support
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Consulting

We combine deep industry expertise with hands-on execution to simplify investment compliance, strengthen risk management, accelerate digital transformation, and optimize operations. Tailored to your unique challenges, our solutions deliver strategic insights, seamless technical implementation, and measurable impact – driving long-term success.

  • Project Management
  • All-in-One Migration Expertise
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etac - regtech software for financial success by epic solutions - investment fund industry software
our SOFTWARE

etac

A powerful product revolutionizing the investment fund industry by digitalizing, automating, and enhancing transparency across the entire value chain. It accelerates decision-making, eliminates manual tasks, and strengthens collaboration—boosting efficiency and elevating team performance.

Learn more about e-tac
testimonials

Words form our customers

EpicSolutions has been instrumental in streamlining our compliance processes. Within weeks, their team identified critical gaps and provided actionable solutions that improved our operations significantly.

Working with EpicSolutions was a game-changer for our risk management strategy. Their consultants quickly assessed our vulnerabilities and implemented measures that made us feel confident about our future growth.

The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.

Working with EpicSolutions was a game-changer for our risk management strategy. Their consultants quickly assessed our vulnerabilities and implemented measures that made us feel confident about our future growth.

who we are

Meet our team

  • Carol Schneider- CEO & Managing Partner at Epic Solutions
  • Felice Datola - Head of Consulting, Partner at epic solutions
  • Patrick Marc Herrmann - Country Manager Germany, Partner at epic solutions
  • Ioannis Tarpagkos - Project Manager, Partner at epic solutions
  • Christian Meier CTO at epic solutions
  • Reto Schneider COO at epic solutions
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Recently published

Read more from our blog

Aktualisierung CSSF FAQ zum Thema reduzierte Abwicklungsfrist USA
Regulatory Posted 10 days ago
Aktualisierung CSSF FAQ zum Thema reduzierte Abwicklungsfrist USA

Die CSSF hat am 20.6.2024 eine Aktualisierung der FAQ zum Zirkular CSSF 02/77 zum Thema der reduzierten Abwicklungsfristen publiziert (Fragen…

EDDy – Challenge and Opportunity for Investment compliance
Stammdaten Posted 14 days ago
EDDy – Challenge and Opportunity for Investment compliance

With EDDy (Enhanced Data Delivery), data provider WM Datenservice is optimizing its masterdata delivery to provide customers with a modern…

Limited Qualified Investor Fund (L-QIF) and Investment compliance
Investment Compliance Posted 3 days ago
Limited Qualified Investor Fund (L-QIF) and Investment compliance

The introduction of the L-QIF should be seen in the light of moderate deregulation, which is intended topromote the competitiveness…

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