Towards a portfolio blueprint for Financial Services occupiers

The Financial Services sector is facing a range of specific challenges including economic uncertainty, competition from non-bank entities, and technology-driven changes in both customer experience and workforce roles. As a result, there is a growing need for the sector to innovate to remain competitive, and for the real estate function within financial institutions to embrace a broader and more complex role.

To explore their consequences for real estate strategy, we cover these collective challenges from four perspectives:

• Portfolio optimisation
• People, talent, and experience
• Environmental, social, and governance
• Digitisation

In this first of a series of outputs, CBRE's latest analysis outlines the importance of these four elements of change. We will be examining each element separately in more detail, building towards a set of portfolio blueprint recommendations for the different asset types held by financial occupiers.

Listen to Michelle Buckman, Financial Services Sector Leader and Richard Holberton, Head of Office Occupier Research for Europe discuss the high level overview of this research series, including the focus areas that will be covered throughout.