UMB Institutional Banking

About the Company

UMB Institutional Banking combines all our institutionally focused capabilities into one cohesive unit. We provide solutions for the entire institutional marketplace.

Fund Services:  UMB Fund Services is a leader in registered and alternative investment fund servicing. Our clients benefit from our broad service offering combined with a responsiveness, accessibility and consultative approach that sets us apart.

Institutional Custody:  As one of the nation’s leading custodians, our clients rely on UMB to be a trusted partner to safeguard and service assets. We provide valuable guidance through the depth of our technology investments and our high-touch service model with quick response times.

Corporate Trust & Escrow: UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.



Fund Accounting, Administration and Tax
Investor Services and Transfer Agency
Domestic and Global Custody and Cash Management
Corporate Trust & Escrow Services


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