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

We serve the following clients and industries:

  • Insurance companies
  • Public and private corporations
  • Nonprofit organizations
  • Municipalities
  • Fund companies
  • Endowments

Q&A with Pete Bergman: How the Bank Depository User Group is addressing COVID-19

Pete Bergman currently serves as the chairperson of the Bank Depository User Group, which is an association of 27 U.S. banks that serve as custodians. In this Q&A, Pete Bergman shares what’s happening in the custody industry right now, as custodial banks ramp up cooperative efforts to help support the economy-wide challenges brought on by COVID-19.

How the Bank Depository User Group is addressing COVID-19

PowerStation Custody

Take a closer look at UMB's custody portal, providing you real-time access to information you need to manage your portfolios.

Q&A with Amy Small, EVP, Executive Director of Institutional Custody

Amy Small is executive vice president, executive director of Institutional Custody at UMB Bank. Since joining UMB in fall 2018, she has been hard at work leading UMB's global custodial services. In the following Q&A, Amy opens up about her career, vision for her team, and how she spends time outside of the office.

Q&A with Amy Small, EVP, Executive Director of Institutional Custody

Institutional Insights

Review insights about the state of the markets with industry updates, analytic commentary and links to informative resources.

Read our insights

Webinar: Institutional Fraud

Where your organization may be at risk and what to do about it.

Access Webinar