v3.26.3
Business Segment Information - Schedule of Financial Information About Business Segments (Details) - USD ($)
$ in Thousands
 3 Months Ended 9 Months Ended
Sep. 30, 2026
Sep. 30, 2025
Sep. 30, 2026
Sep. 30, 2025
Segment Reporting [Line Items]        
Total revenue $ 662,043 $ 578,511 $ 1,925,843 $ 1,689,456
Operations & services 229,276 212,410 677,649 626,378
Sales, marketing & client service 58,386 44,446 166,027 132,723
Technology services & infrastructure 57,796 54,051 168,354 160,951
Strategic initiatives & new business development 61,141 50,649 174,812 146,350
Other segment expenses 21,305 14,200 47,648 38,583
Total segment expenses 427,904 375,756 1,234,490 1,104,985
Non-controlling interest & other, net 2,034   4,732  
Segment profit (loss) 232,105 202,755 686,621 584,471
Investment Managers        
Segment Reporting [Line Items]        
Total revenue 235,817 207,050 684,213 594,165
Operations & services 98,035 89,335 289,544 263,945
Sales, marketing & client service 10,993 11,240 33,821 31,573
Technology services & infrastructure 14,156 12,887 41,154 39,407
Strategic initiatives & new business development 12,292 8,316 34,110 20,987
Other segment expenses 8,086 4,156 14,850 8,869
Total segment expenses 143,562 125,934 413,479 364,781
Non-controlling interest & other, net 0   0  
Segment profit (loss) 92,255 81,116 270,734 229,384
Private Banks        
Segment Reporting [Line Items]        
Total revenue 160,439 143,994 469,580 423,157
Operations & services 57,945 54,044 169,647 157,576
Sales, marketing & client service 11,736 10,723 35,048 29,756
Technology services & infrastructure 31,418 28,809 91,556 85,412
Strategic initiatives & new business development 20,815 21,305 60,882 65,185
Other segment expenses 6,361 5,882 16,393 16,307
Total segment expenses 128,275 120,763 373,526 354,236
Non-controlling interest & other, net 0   0  
Segment profit (loss) 32,164 23,231 96,054 68,921
Investment Advisors        
Segment Reporting [Line Items]        
Total revenue 185,378 147,465 532,970 421,234
Operations & services 49,326 46,211 147,613 130,048
Sales, marketing & client service 24,382 8,819 63,098 28,251
Technology services & infrastructure 9,541 9,074 27,193 26,849
Strategic initiatives & new business development 21,016 13,389 59,783 37,191
Other segment expenses 3,413 1,635 8,214 5,045
Total segment expenses 107,678 79,128 305,901 227,384
Non-controlling interest & other, net 2,034   4,732  
Segment profit (loss) 75,666 68,337 222,337 193,850
Institutional Investors        
Segment Reporting [Line Items]        
Total revenue 70,638 71,826 211,856 209,675
Operations & services 20,966 21,010 63,286 62,401
Sales, marketing & client service 9,014 9,820 26,860 29,574
Technology services & infrastructure 1,458 1,678 4,602 4,810
Strategic initiatives & new business development 3,838 4,168 11,118 8,994
Other segment expenses 2,525 1,392 5,898 4,016
Total segment expenses 37,801 38,068 111,764 109,795
Non-controlling interest & other, net 0   0  
Segment profit (loss) 32,837 33,758 100,092 99,880
Investments In New Businesses        
Segment Reporting [Line Items]        
Total revenue 9,771 8,176 27,224 41,225
Operations & services 3,004 1,810 7,559 12,408
Sales, marketing & client service 2,261 3,844 7,200 13,569
Technology services & infrastructure 1,223 1,603 3,849 4,473
Strategic initiatives & new business development 3,180 3,471 8,919 13,993
Other segment expenses 920 1,135 2,293 4,346
Total segment expenses 10,588 11,863 29,820 48,789
Non-controlling interest & other, net 0   0  
Segment profit (loss) $ (817) $ (3,687) $ (2,596) $ (7,564)