| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| HAMCO CAPITAL LIMITED | RO | Advising on securities | 2026-04-28 | - |
| RO | Asset management | 2026-04-28 | - | |
| CMSC PARTNERS LIMITED | RO | Advising on securities | 2019-07-04 | 2024-12-31 |
| RO | Asset management | 2018-08-03 | 2024-12-31 | |
| Hong Kong Metasequoia Capital Management Limited | RO | Advising on securities | 2016-03-21 | 2017-11-09 |
| RO | Asset management | 2016-03-21 | 2017-11-09 | |
| CHEETAH INVESTMENT MANAGEMENT LIMITED | RO | Advising on securities | 2014-07-09 | 2015-03-25 |
| RO | Asset management | 2014-07-09 | 2015-03-25 | |
| RO | Dealing in securities | 2014-07-09 | 2015-03-25 | |
| Rep | Dealing in securities | 2014-02-07 | 2014-07-09 | |
| Rep | Advising on securities | 2013-11-15 | 2014-07-09 | |
| Rep | Asset management | 2013-11-15 | 2014-07-09 | |
| Tyche Group Limited | Rep | Advising on securities | 2011-09-12 | 2013-11-02 |
| Rep | Asset management | 2011-09-12 | 2013-11-02 | |
| SYZ Asset Management (Asia) Limited | RO | Advising on securities | 2004-07-27 | 2010-08-31 |
| RO | Asset management | 2004-07-27 | 2010-08-31 | |
| CHARLES SCHMITT & ASSOCIATES LIMITED | Rep | Advising on corporate finance | 2003-04-01 | 2004-01-29 |
| Rep | Advising on securities | 2003-04-01 | 2004-07-13 | |
| Rep | Asset management | 2003-04-01 | 2004-07-13 |