Tag: UMB
Guest Contributor: Launching a Private Fund for Conversion to a Registered...
Launching a private fund is far quicker than launching a registered fund. The big difference is not waiting on SEC comments. That speed differential...
Sponsored: About Your NTR And BDC Investor Servicing Costs
By: Mike Huisman, Director of Transfer Agency at UMB Fund Services
In my role leading UMB’s transfer agency, alternatives sponsors call me and say, “Here’s...
AIX Announces Integration with UMB Fund Services’ Systems
Alternative Investment Exchange (AIX), an alternative investment technology firm, has developed a direct data connection with UMB Fund Services, a registered and alternative investment...
UMB Launches Automated Subscription and Tender Processing for Closed-End Funds
UMB Fund Services, a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), has launched an automated optical character recognition processing program.
According to UMB, “the technology...
Sponsored: An Option for Streamlined Settlement of Private Placement Bonds
By: Tim Cook, Senior Vice President of Corporate Trust and Escrow Services at UMB Bank
In conjunction with capital raises for a fund, sponsors may...
Sponsored: Understanding Custody – Private vs. Publicly Offered Fund Vehicles
By: Amy Small, Senior Vice President, Executive Director of Institutional Custody at UMB Bank
“Custody” means something different for registered fund vehicles than for private...
UMB Fund Services Provides Administration to Bow River Interval Fund
UMB Fund Services (UMBFS), a subsidiary of financial services company UMB Financial Corporation (Nasdaq: UMBF), has been retained to provide fund administration services for...
Sponsored: Don’t Let Escrow Account Delays Hold Up Your Offering Launch
By: Tim Cook, manager of corporate trust national sales, UMB Bank.
Even when an offering doesn’t require investor funds to be held in escrow, investors...
Sponsored: Bad Odds – Wire Transfer and Other Fraud Risks Intensify...
By: Amy Small, Senior Vice President and Executive Director of Institutional Custody at UMB Bank
Alternatives managers spend significant time and effort complying with rules...
UMB Fund Services Names Key Account Manager of Distribution Services
UMB Fund Services has hired James Curry as key account manager of distribution services. Curry has more than 20 years of experience providing account...
UMB Fund Services Names Industry Veteran as SVP, Director of Transfer...
UMB Fund Services has hired Mike Huisman as senior vice president, director of transfer agency. UMB Fund Services is a division of UMB Financial...
Sponsored: Standardization Meets Individualized Solutions, Evolution of Today’s Custody Offering
By: Amy Small, executive vice president, executive director of institutional custody at UMB Bank.
The investments industry is in the midst of an evolution. Advisors,...
Sponsored: How a Subscription Escrow Agent Works for Your Capital Raise
By: Tim Cook, manager of corporate trust national sales, UMB Bank
If you are preparing to start raising capital for a new private placement offering, you...
The DI Wire Welcomes UMB as a New Directory Sponsor
The DI Wire is pleased to welcome UMB as the newest member of our directory.
Click here to visit UMB's directory page.
Interval Funds Nab 51% of the Unlisted Closed-End Fund Market
UMB Fund Services, an affiliate of financial services firm UMB Financial Corporation (Nasdaq: UMBF), has released its third annual report on unlisted closed-end funds,...
