With experience in all aspects of paying agent, trust, escrow and custody administration, our dedicated team provides expertise and comprehensive service to meet your needs.
With UMB, you have direct access to your relationship manager whenever you need it. By getting to know you and your organization, we are better able to partner with you and meet your needs throughout the process.
We understand your corporate trust needs don't fall into a one-size-fits-all approach. That's why we build customized solutions for you, typically with quicker response times than the largest providers.
Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. We have national reach, with offices across the U.S.
We work with issuers and obligors of corporate and municipal debt to serve as trustee and paying agent for a variety of transactions.
Our team brings a wealth of knowledge to your organization, experience you can rely on, and the valuable service you expect from your trustee and paying agent.Our solutions include efficient account setups, personalized trust administration with a dedicated team for support, and access to real-time online account reports. UMB Corporate Trust also provides reliable paying agent services. Detailed record keeping, experienced professionals, and accurate payment systems all work together to ensure prompt payments.
Acting as your independent, third-party escrow agent, UMB can hold assets, invest funds, handle tax reporting and manage distributions. We work closely with our in-house attorneys and back-office team to establish clear communication and facilitate efficient escrow transactions with a range of needs.
UMB can meet the broad needs of bondholders, help navigate trouble spots as they occur, and help protect bondholder value. Our distressed debt team includes relationship managers and workout specialists who handle all aspects of a troubled financing and who recognize the economic implications of the deal. Our distressed debt team has experience with a wide range of corporate and municipal transactions. Transaction types include:
Our trust services reach beyond traditional offerings to include complex asset backed securities (ABS) transactions, including commercial aircraft leases, auto loans/leases, cell tower leases, unsecured consumer loans, credit cards, equipment leases, structured settlements, student loans and esoteric transactions.
We offer unique trust and agency solutions for the specialty trustee industry.
UMB InvestmentDirect provides secure online access to your trust account, where clients can view portfolio allocation by asset class, percentage or dollar amount, as well as track its value over time. Additional features include tax lot information and summaries, transaction data and reporting functionality including: