Examples of wealth managers include independent advisors like FFR [2] or large corporate entities like Citibank's Citigold and other extensions of retail banking services designed to focus on high-net worth retail customers. Such customers would be called internally in a bank 'mass affluent' or 'upper retail' clients because of their net worth, the number of potential products they own from the bank, their assets under management and other methods of segmentation. The banks create separate branches, services and other 'benefits' to retain or attract these customers who are typically more profitable than other retail banking customers. However, wealth management clients are not Private Banking clients because they simply do not have the Net Worth or Assets under management to justify the level of banking services that Private Banks provide.

例子财富经理包括中立派像 FFR[2] 一样的顾问或大的像花旗银行 Citigold 一样的企业实体和其他的延长零售银行业服务设计到焦点在高上网价值零售客户。 如此的客户会是呼叫在内部在一银行 '块丰富的 ' 或 ' 上面的零售' 客户因为他们的网价值, 那数字潜能产品他们自己的从那银行, 他们的资产在管理之下和其他的分割方法。 那银行产生分开部门，服务和其他的 '利益' 保有或者吸引典型地的这些客户更有利润的超过其他的零售银行业客户。 然而, 财富管理客户是不二等兵银行业客户因为他们只是做不有网络价值或者在管理之下的资产到校正水平银行业服务二等兵银行提供。