UMB Institutional Banking

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

Fund Services:  UMB 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 Agent Services: UMB is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces.


  • Investor Services and Transfer Agency
  • Domestic and Global Custody and Cash Management 
  • Corporate Trust & Escrow Agent Services

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