Institutional Custody
Your full-service partner for global and domestic custody
As one of the nation's leading custodians, UMB provides valuable solutions for global and domestic custody needs through the depth of our technology investments, our integrated banking capabilities and our commitment to be the provider of choice in the marketplace.
Institutional Custody
Your full-service partner for global and domestic custody
As one of the nation's leading custodians, UMB provides valuable solutions for global and domestic custody needs through the depth of our technology investments, our integrated banking capabilities and our commitment to be the provider of choice in the marketplace.
Tenure and experience
The depth and breadth of the UMB Institutional Custody team expertise provides you critical insights and solutions across every stage of the custody life cycle.
Commitment to the market
For more than 70 years, our clients have relied on us to be a trusted partner to safeguard and service assets.
Strength and stability
With UMB, you receive the benefits of a large financial institution paired with our nimble, single point of contact service approach.
We understand your custody needs don’t fall into a one-size-fits-all approach. That's why our high-touch client model is committed to quick response times and allows us to build customized solutions to meet your unique needs.
- Straight-through securities processing
- Flexible and automated solutions
- Safekeeping services
- Cash management services
- Customizable online data access
- Online corporate action responses
- Account opening services
- Performance reporting
- Domestic and global settlement
- Dividend and income collection
- Securities lending
- Intraday cash availability
- Automated FX execution services
Innovative technology platform solutions
Our technology platforms enhance our processing capabilities and allow our experienced administrative staff to provide high-quality, proactive client servicing for trade settlement, corporate actions, other securities and cash/currency movement in your portfolios.
We serve the following clients and industries:
- Insurance companies
- Public and private corporations
- Nonprofit organizations
- Municipalities
- Fund companies
- Endowments
Emerging trends in custody servicing
As the industry has evolved, so have the expectations of a comprehensive custody service offering.
PowerStation Custody
Take a closer look at UMB's custody portal, providing you real-time access to information you need to manage your portfolios.
Institutional Insights
Review insights about the state of the markets with industry updates, analytic commentary and links to informative resources.
Webinar: GC Direct - Regional Custodian Model
Learn about the benefits of UMB's industry partnerships and global custody capabilities.