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Industries & Specialties

Financial Services

The Financial Services Practice Group is a global team of professionals who advise financial services clients on real estate portfolio strategies.

Our Financial Services specialists understand the unique challenges Financial Services Institutions (FSIs) are facing, whether a local, regional or global bank, insurance organization or securities firm.



FSIs face many challenges, including the ability to service clients face-to-face across a wide geographical area. A high turnover rate and frequent contract-led work means that properties are often underutilized or carry excessive surplus. In addition, the recent downturns in the industry have led many to look at severe cost reduction and more flexible ways of achieving their financial goals.



  • The large focus on cost reduction requires cost-saving at every turn

  • Regulation, volatile market conditions and cost control are key drivers for real estate decision making

  • Sector firms are exploring how to use real estate portfolios more efficiently and occupier space more flexibly

  • The potential for increased merger and acquisition activity in the poorest performing countries

  • Customer experience and interaction is changing in the FSI sector

Meet the Platform Leaders

Rick Kaplan Irvine
Rick Kaplan

Executive Vice Chairman
Irvine, United States

+1 (949) 955-7643 x377643

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Paul Koenigsdorf Saint Louis
Paul Koenigsdorf

Senior Managing Director
Saint Louis, United States

+1 (314) 813-9577

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Pay Wu
Pay Wu

Region Lead - Client Service Delivery - East
East Rutherford, United States

+1 (212) 5895113

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