XML 88 R57.htm IDEA: XBRL DOCUMENT v3.24.2
Business Segment Information (Schedule of Financial Information About Business Segments) (Details) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2024
Jun. 30, 2023
Segment Reporting Information [Line Items]        
Revenues $ 518,986 $ 489,057 $ 1,030,565 $ 958,176
Expenses 349,136 344,087 697,110 680,287
Operating profit (loss) 169,850 144,970 333,455 277,889
Private Banks        
Segment Reporting Information [Line Items]        
Revenues 132,401 132,414 262,538 253,316
Expenses 111,890 114,165 224,864 226,627
Operating profit (loss) 20,511 18,249 37,674 26,689
Investment Advisors        
Segment Reporting Information [Line Items]        
Revenues 120,587 109,580 243,305 216,118
Expenses 68,953 64,178 135,911 127,724
Operating profit (loss) 51,634 45,402 107,394 88,394
Institutional Investors        
Segment Reporting Information [Line Items]        
Revenues 71,507 75,145 143,285 149,435
Expenses 38,426 45,516 78,535 86,384
Operating profit (loss) 33,081 29,629 64,750 63,051
Investment Managers        
Segment Reporting Information [Line Items]        
Revenues 179,868 159,204 352,521 313,701
Expenses 111,287 103,213 220,837 204,898
Operating profit (loss) 68,581 55,991 131,684 108,803
Investments In New Businesses        
Segment Reporting Information [Line Items]        
Revenues 14,623 12,714 28,916 25,606
Expenses 18,580 17,015 36,963 34,654
Operating profit (loss) $ (3,957) $ (4,301) $ (8,047) $ (9,048)