Reflecting on institutional custody’s growth to $250 billion
This month we announced that, as of Q1 2026, we hold $250 billion in assets under custody. Here, Amy Small shares what's driving our growth and the people and approach behind it.
Understanding fund custody: Private versus publicly offered fund vehicles
Fund custody can be a confusing topic. Discover the differences between private fund custody and registered fund custody.
Building the bench: Amy Small on growth, custody and forever families
We sat down with executive vice president and executive director of institutional custody Amy Small to discuss the growth of UMB's custody business and the values that drive her leadership.
Comparing ’34 Act funds to private funds and registered funds
Asset managers are considering ’34 Act funds to bridge a gap between traditional private funds and ’40 Act registered funds. Here, we explore how ’34 Act funds fit in.
What private fund managers should know about presenting to a ‘40 Act fund’s board
For private fund managers new to the '40 Act space, the role of a fund's board is often underestimated. Read our tips for the initial presentation to the board.
Insurance custody: Seven questions to ask your custodian
Insurance companies often stick with one custodian for years. We've prepared some questions to help you identify limitations.
Alternative investment back-office themes for the remainder of 2025
Here are thoughts on three major themes for back-office operations managers in the alternative investment industry.
What does a custodian do for private funds?
Discover how an institutional custodian ensures security for all parties and enables managers to run their businesses efficiently.
Defend against business email compromise fraud
Business email compromise scams are becoming more sophisticated, which is why well-established workflows and systems are critical to prevention.
New entrants to the registered fund space: Don’t fight the ’40 Act!
The SEC recently issued a risk alert for fund managers, highlighting deficiencies and weaknesses. Learn why you don’t fight the ’40 Act.
