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
European failed-trade penalties and buy-in rules likely delayed a year, a brief reprieve for asset managers
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.
PowerStation® Custody
Take a closer look at UMB's custody portal, providing you real-time access to information you need to manage your portfolios.
'Steady as she goes': Custody in times of market stress
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.
Institutional Insights
Review insights about the state of the markets with industry updates, analytic commentary and links to informative resources.
Webinar: Institutional Fraud
Where your organization may be at risk and what to do about it.