XML 82 R72.htm IDEA: XBRL DOCUMENT v3.24.1.u1
Segment information - Reported Revenue and Profit Before Income Taxes (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
Revenue    
Total $ 353,138 $ 321,679
Pre-Tax Income (Loss)    
Total pre-tax income (loss) 37,455 19,049
Corporate/Other    
Revenue    
Total 3,094 4,017
Pre-Tax Income (Loss)    
Total pre-tax income (loss) $ (31,628) $ (26,411)
Private Client    
Pre-Tax Income (Loss)    
Asset management fees (as a percent) 90.00% 90.00%
Private Client | Operating Segments    
Revenue    
Total $ 213,033 $ 203,421
Pre-Tax Income (Loss)    
Total pre-tax income (loss) $ 68,151 $ 54,456
Asset Management    
Pre-Tax Income (Loss)    
Asset management fees (as a percent) 10.00% 10.00%
Asset Management | Operating Segments    
Revenue    
Total $ 24,928 $ 23,959
Pre-Tax Income (Loss)    
Total pre-tax income (loss) 7,634 6,481
Capital markets | Operating Segments    
Revenue    
Total 112,083 90,282
Pre-Tax Income (Loss)    
Total pre-tax income (loss) $ (6,702) $ (15,477)