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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)

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