UMB Fund Services
Website: www.umb.com/institutional-banking
UMB Institutional Banking serves as a steadfast partner, delivering sophisticated solutions and deep consultative expertise to the complex institutional marketplace across the U.S. and globally. The division supports a wide array of clients, including community banks, large corporations, broker-dealers, asset managers, and various government and educational entities. UMB leverages the strength of its diverse solution set, which is specifically tailored to meet the operational complexities of these organizations at every level. By focusing on nuanced understanding and robust service, UMB moves beyond traditional banking to offer integrated capabilities that optimize performance for its institutional clients, ranging from FinTechs to major fund companies.
The platform offers a comprehensive breadth of institutional solutions delivered through its Capital Markets, Corporate Trust, and Fund Services divisions. Key offerings include Banking-as-a-Service, Domestic and Global Custody, Escrow Agent Services, and Fund Administration for asset managers. UMB’s expertise extends to specialized areas such as Distressed Debt Workout Solutions, Aviation Trust and Agency, and Public Finance, which aids municipalities and educational institutions. This vast and detailed solution set allows the bank to function as a singular resource, providing everything from day-to-day cash management and FDIC Sweep accounts to high-level strategic Asset Liability Management and Performance Consulting.
UMB Institutional Banking is organized to provide dedicated support to three main client segments: Banks and Financial Services Providers, Corporations, and Government & Education. This focused approach allows UMB to address the unique regulatory and operational challenges of each sector, whether by providing corporate trustee services to insurance companies or facilitating Banking-as-a-Service for FinTechs. It is important to note that certain products, services, and securities offered through the Capital Markets Division and UMB Financial Services, Inc. are not FDIC insured, may lose value, and are not bank guaranteed, differentiating them from traditional bank deposit products.
Contact Info:
Address: UMB Financial Corporation, 1010 Grand Boulevard, Kansas City, MO 64106
Phone: 800.860.4UMB (4862)
