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UMBFS and StepStone expand partnership
04 December 2023
US Reporter Lucy Carter

UMBFS currently provides fund administration, fund accounting, custody, transfer agency and distribution services to StepStone’s flagship fund, StepStone Private Markets

Timothy Bonin swaps BMO for UMB Fund Services
16 November 2022
US Reporter Jenna Lomax

Timothy Bonin has left BMO Global Asset Management to become director of fund operations at UMB Fund Services

Farnam Street Real Estate Capital selects UMB for fund services
14 January 2022
US Reporter Jenna Lomax

Nebraska-based Farnam Street Real Estate Capital, a real estate investment firm, has selected UMB Fund Services, a subsidiary of UMB Financial Corporation, to provide its fund accounting, investor servicing and tax reporting services

UMB Fund Services partners with Alternative Fund Advisors
19 August 2021
US Reporter Maddie Saghir

As part of the new partnership, UMB will service the AFA Multi-Manager Credit Fund, AFA’s first registered closed-end interval fund

UMB Fund Services gains new fund admin mandate from Hamilton Lane
10 February 2021
US Reporter Maddie Saghir

“We look forward to supporting the growth of Hamilton Lane’s Private Assets Fund with our expertise as the firm markets the fund to qualified clients," says UMB Fund Services' Maureen Quill

Bow River Capital expands partnership with UMB
08 January 2021
US Reporter Becky Bellamy

Maureen Quill, executive vice president, executive director of registered funds at UMB Fund Services, says the firm is “pleased to evolve our relationship with Bow River” following the conversion of its private equity fund into a registered fund

UMB Institutional Custody appoints new vice president
10 November 2020
US Reporter Maddie Saghir

UMB Bank has expanded its custody division with the appointment of Tom Fuller as vice president and relationship manager

Kiva selects UMB Fund Services for fund administration
25 August 2020
Milwaukee Reporter Maddie Saghir

UMB Fund Services has been selected to provide fund accounting and administration services for the Kiva Refugee Investment Fund

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