v3.26.1
Business Segment Information - Schedule of Financial Information About Business Segments (Details) - USD ($)
$ in Thousands
 3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Segment Reporting [Line Items]        
Total revenue $ 641,617 $ 559,601 $ 1,263,800 $ 1,110,945
Operations & services 227,851 210,770 448,372 413,967
Sales, marketing & client service 56,248 45,756 107,642 88,277
Technology services & infrastructure 55,844 54,030 110,557 106,900
Strategic initiatives & new business development 58,169 46,969 113,669 95,702
Other segment expenses 11,917 12,923 26,346 24,383
Total segment expenses 410,029 370,448 806,586 729,229
Non-controlling interest & other, net 1,361   2,698  
Segment profit (loss) 230,227 189,153 454,516 381,716
Investment Managers        
Segment Reporting [Line Items]        
Total revenue 227,679 195,067 448,396 387,115
Operations & services 96,643 88,371 191,509 174,610
Sales, marketing & client service 11,363 10,501 22,828 20,333
Technology services & infrastructure 13,578 13,768 26,997 26,520
Strategic initiatives & new business development 11,339 6,283 21,818 12,671
Other segment expenses 3,155 2,713 6,765 4,713
Total segment expenses 136,078 121,636 269,917 238,847
Non-controlling interest & other, net 0   0  
Segment profit (loss) 91,601 73,431 178,479 148,268
Private Banks        
Segment Reporting [Line Items]        
Total revenue 156,879 141,449 309,141 279,163
Operations & services 57,113 53,245 111,701 103,531
Sales, marketing & client service 12,488 10,122 23,312 19,032
Technology services & infrastructure 30,544 28,268 60,138 56,603
Strategic initiatives & new business development 20,387 21,500 40,067 43,880
Other segment expenses 4,688 5,589 10,033 10,427
Total segment expenses 125,220 118,724 245,251 233,473
Non-controlling interest & other, net 0   0  
Segment profit (loss) 31,659 22,725 63,890 45,690
Investment Advisors        
Segment Reporting [Line Items]        
Total revenue 177,897 137,193 347,592 273,769
Operations & services 50,833 42,799 98,287 83,837
Sales, marketing & client service 20,409 10,237 38,717 19,432
Technology services & infrastructure 8,828 8,908 17,652 17,775
Strategic initiatives & new business development 19,809 12,094 38,767 23,802
Other segment expenses 1,987 1,763 4,800 3,410
Total segment expenses 101,866 75,801 198,223 148,256
Non-controlling interest & other, net 1,361   2,698  
Segment profit (loss) 74,670 61,392 146,671 125,513
Institutional Investors        
Segment Reporting [Line Items]        
Total revenue 69,702 69,343 141,218 137,849
Operations & services 20,747 20,718 42,320 41,391
Sales, marketing & client service 9,391 10,099 17,846 19,755
Technology services & infrastructure 1,561 1,584 3,144 3,132
Strategic initiatives & new business development 3,668 2,268 7,279 4,827
Other segment expenses 1,459 1,188 3,374 2,622
Total segment expenses 36,826 35,857 73,963 71,727
Non-controlling interest & other, net 0   0  
Segment profit (loss) 32,876 33,486 67,255 66,122
Investments In New Businesses        
Segment Reporting [Line Items]        
Total revenue 9,460 16,549 17,453 33,049
Operations & services 2,515 5,637 4,555 10,598
Sales, marketing & client service 2,597 4,797 4,939 9,725
Technology services & infrastructure 1,333 1,502 2,626 2,870
Strategic initiatives & new business development 2,966 4,824 5,738 10,522
Other segment expenses 628 1,670 1,374 3,211
Total segment expenses 10,039 18,430 19,232 36,926
Non-controlling interest & other, net 0   0  
Segment profit (loss) $ (579) $ (1,881) $ (1,779) $ (3,877)