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.
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.
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.
For more than 70 years, our clients have relied on us to be a trusted partner to safeguard and service assets.
With UMB, you receive the benefits of a large financial institution paired with our nimble, single point of contact service approach.
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.
Foreign securities traders may have experienced some very tense moments after executing a trade in foreign securities when they realize the settlement instructions were incomplete or contained an error. If those instructions are wrong in Omgeo ALERT® or other trading platforms, settlement might be delayed or even prevented.
Take a closer look at UMB's custody portal, providing you real-time access to information you need to manage your portfolios.
The role of the custodian is that of a gatekeeper. When gates open and close exactly as expected, the result is smooth and timely settlement of security transactions. People "see" the transactions but not gates themselves. In times of severe dislocations, though, investors and fund management professionals may refocus on how—and how well—those gates are operating. Here are a few thoughts relating to custody's role during difficult times, drawn from our experiences through three decades in the industry.
Review insights about the state of the markets with industry updates, analytic commentary and links to informative resources.
Where your organization may be at risk and what to do about it.