UX Wealth and THOR are now one firm. The platform you know as Xperience is now THOR ONE.Looking for UX Wealth? You are in the right place. UX Wealth and THOR are now one firm, and the platform you know as Xperience is now THOR ONE.

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Glossary · Firm structure

Unified managed account (UMA)

A unified managed account holds multiple strategies or managers inside a single registration, coordinated by an overlay rather than split across separate accounts.

The client benefit is one statement, one cash position and one set of tax lots. The operational requirement is that the platform can trade at the sleeve level rather than allocating afterwards.

Sleeve Overlay management Separately managed account (SMA)

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