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

Values screen

A values screen excludes securities or sectors from a portfolio according to a client's stated principles rather than an investment judgment.

Screens are simple to state and demanding to maintain, because they must survive model changes, corporate actions and any manager who does not know they exist.

Restriction Direct indexing

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