We offer high-touch client service and comprehensive solutions to support your registered investment products.
UMB offers a complete outsourcing solution for accounting, administration, investor servicing and tax reporting for private equity, private debt, real estate and venture capital funds.
UMB provides a full range of services to hedge funds, funds of funds and all types of registered alternative funds. We offer a complete, cost-effective back-office solution for fund managers.
With UMB’s industry leading expertise in closed-end funds, you can benefit from our team’s product experience, state-of-the-art systems and commitment to outstanding client service.
Access a lower-cost, high-quality solution for managing qualified retirement plan assets. Focus on money management, while our experts handle the behind-the-scenes functions to support your fund.
Access top-tier ETF expertise, and technology, supported by our consultative approach from concept to launch and beyond.