v3.26.1
Business Segment Information - Schedule of Financial Information About Business Segments (Details) - USD ($)
$ in Thousands
 3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Segment Reporting Information [Line Items]    
Total revenue $ 622,183 $ 551,344
Operations & services 220,520 203,197
Sales, marketing & client service 51,394 42,520
Technology services & infrastructure 54,712 52,870
Strategic initiatives & new business development 55,500 48,731
Other segment expenses 14,431 11,463
Total segment expenses 396,557 358,781
Non-controlling interest & other, net 1,337  
Segment profit (loss) 224,289 192,563
Investment Managers    
Segment Reporting Information [Line Items]    
Total revenue 220,717 192,048
Operations & services 94,866 86,239
Sales, marketing & client service 11,465 9,832
Technology services & infrastructure 13,419 12,752
Strategic initiatives & new business development 10,479 6,387
Other segment expenses 3,610 2,001
Total segment expenses 133,839 117,211
Non-controlling interest & other, net 0  
Segment profit (loss) 86,878 74,837
Private Banks    
Segment Reporting Information [Line Items]    
Total revenue 152,262 137,714
Operations & services 54,588 50,286
Sales, marketing & client service 10,824 8,910
Technology services & infrastructure 29,594 28,335
Strategic initiatives & new business development 19,680 22,379
Other segment expenses 5,345 4,839
Total segment expenses 120,031 114,749
Non-controlling interest & other, net 0  
Segment profit (loss) 32,231 22,965
Investment Advisors    
Segment Reporting Information [Line Items]    
Total revenue 169,695 136,576
Operations & services 47,453 41,038
Sales, marketing & client service 18,308 9,195
Technology services & infrastructure 8,824 8,866
Strategic initiatives & new business development 18,958 11,708
Other segment expenses 2,814 1,648
Total segment expenses 96,357 72,455
Non-controlling interest & other, net 1,337  
Segment profit (loss) 72,001 64,121
Institutional Investors    
Segment Reporting Information [Line Items]    
Total revenue 71,516 68,506
Operations & services 21,573 20,673
Sales, marketing & client service 8,455 9,656
Technology services & infrastructure 1,583 1,549
Strategic initiatives & new business development 3,611 2,559
Other segment expenses 1,915 1,433
Total segment expenses 37,137 35,870
Non-controlling interest & other, net 0  
Segment profit (loss) 34,379 32,636
Investments In New Businesses    
Segment Reporting Information [Line Items]    
Total revenue 7,993 16,500
Operations & services 2,040 4,961
Sales, marketing & client service 2,342 4,927
Technology services & infrastructure 1,292 1,368
Strategic initiatives & new business development 2,772 5,698
Other segment expenses 747 1,542
Total segment expenses 9,193 18,496
Non-controlling interest & other, net 0  
Segment profit (loss) $ (1,200) $ (1,996)