| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AK PARTNERS HK LIMITED | RO | Advising on securities | 2024-03-11 | 2024-07-29 |
| RO | Asset management | 2024-03-11 | 2024-07-29 | |
| Rep | Advising on securities | 2023-05-18 | 2024-03-11 | |
| Rep | Asset management | 2023-05-18 | 2024-03-11 | |
| ST. JAMES'S PLACE (HONG KONG) LIMITED | Rep | Advising on securities | 2018-02-20 | 2023-04-24 |
| Rep | Asset management | 2018-02-20 | 2023-04-24 | |
| Rep | Dealing in securities | 2018-02-20 | 2023-04-24 | |
| ODYSSEY ASSET MANAGEMENT LIMITED | Rep | Advising on securities | 2017-09-20 | 2017-11-15 |
| Rep | Asset management | 2017-09-20 | 2017-11-15 | |
| PRIVATE CAPITAL LIMITED | Rep | Asset management | 2014-10-23 | 2017-03-29 |
| Rep | Advising on securities | 2014-09-03 | 2017-03-29 | |
| IAM LEGACY LIMITED | Rep | Advising on securities | 2013-05-10 | 2014-08-29 |
| SILVERHORN INVESTMENT ADVISORS LIMITED | Rep | Advising on securities | 2013-01-29 | 2013-02-07 |
| FINANCIAL SHIELD LIMITED (b2000-01-24) | RO | Advising on corporate finance | - | 2005-02-25 |
| RO | Asset management | - | 2005-10-17 | |
| RO | Advising on securities | - | 2012-06-21 |