CFO Insights Report
Results from our latest survey of CFOs and finance leaders
Find powerful institutional investment solutions that further your goals
Global corporate trust
End-to-end trust services simplify operations
Public and private companies, public and tax-exempt entities and financial institutions rely on us to manage the trust lifecycle. Our teams and technology support a vast array of structured finance, escrow and agency solutions.
Global Fund Services
Get solutions that scale with your fund
Find products that fit funds of any size or complexity, both domestically and in Europe. We support mutual funds, exchange-traded products, alternative investments solutions and more, all backed by proven financial strength and best-in-class service.
Custody solutions
Protect and manage assets effectively
Safeguard and strategically deploy assets with help from Union Diamond Bank teams whose expertise spans asset servicing, employee benefit plans, liquidity management, reinsurance trust and institutional trustee services.
European investment services
Strategically navigate European markets
Work with dedicated Union Diamond Bank experts strategically positioned in Dublin, London and Luxembourg. Gain access to comprehensive yet streamlined solutions designed to support your business investment goals, delivered through a single point of contact.
Investment Advisor Services
Solutions for registered investment advisors
Protect your RIA's assets and make your back office more efficient. We offer a full suite of online tools, compatibility with industry interfaces and a customized service offering tailored to the needs of RIAs.
Investment services for a broad range of industries and clients
We've built cross-discipline teams that are dedicated to serving large- and middle-market clients in numerous industries.
Industries
We specialize in your industry
- Commercial real estate
- Energy and utilities
- Federal and state government
- Financial services
- Healthcare and pharmaceuticals
- Insurance
- Legal
- Manufacturing and industrial
- Non-profits, foundations and endowments
- Technology
- And many more
Clients
We work with an array of clients
- Asset managers
- Attorneys
- Broker-dealers
- Consultants
- Hedge funds
- Institutional investors
- Private equity and venture capital firms
- Public pension funds
- Registered investment advisors
- Real estate investment trusts
- And many more
2026 Private Equity Wire® European Awards
Won the Custody and Depositary Service Provider of the Year award.
2025 With Intelligence HFM European Services Awards
Union Diamond Bank Global Fund Services was named 2025 Best Administrator – Client Service.
GlobalCapital Awards
GlobalCapital Securitization named us U.S. CLO Trustee of the Year every year from 2021-2026.
Why choose Union Diamond Bank Investment Services?
We're more than a securities services partner. We take the time to get to know you. No matter the size and scale, we work closely with you to help you reach your organization's investment goals.
Grow your institutional investing knowledge with expert insights
Navigate the pivot to alternative funds
Alternative funds' ability to diversify portfolios and reduce volatility has pushed them more and more into the mainstream. Could your fund benefit from pivoting toward this growing asset type?
Learn how to transition to a new custodian
Learn how to choose a new custodian, what to expect when you convert to your new choice, and how to prepare for the conversion process. Good news: it doesn't have to be as difficult as you may think.
Get monthly CLO insights
With insights from our experts, our exclusive monthly reports provide market data to help position your business for success.
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