Banks that have shaken up their approach to targeting wealthy clients are reaping benefits.

For some banks, streamlining the services they offer the affluent-trust, investment management, and private banking-into one group has spurred gains. For others, simply changing the target customer and redoing the menu product has helped.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.