UMBFS currently provides fund administration, fund accounting, custody, transfer agency and distribution services to StepStone’s flagship fund, StepStone Private Markets
UMB Financial Services’ Fund Services subsidiary has launched its second Registered Fund Solutions platform
UMB welcomes Phil Mason to role of president
Timothy Bonin has left BMO Global Asset Management to become director of fund operations at UMB Fund Services
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
As part of the new partnership, UMB will service the AFA Multi-Manager Credit Fund, AFA’s first registered closed-end interval fund
“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
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
Haytham Kaddoura, CEO of SmartStream Technologies Group, reflects on unprecedented changes confronting the financial services industry and why technology will be key to managing this transition
