| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| WELLCHAMP CAPITAL LIMITED | RO | Asset management | 2011-09-20 | - |
| WHARTON INVESTMENT ADVISORS LIMITED | RO | Advising on securities | 2007-10-10 | 2009-03-31 |
| RO | Asset management | 2007-10-10 | 2009-03-31 | |
| Rep | Advising on securities | 2007-09-21 | 2007-10-10 | |
| Rep | Asset management | 2007-09-21 | 2007-10-10 | |
| WELLCHAMP CAPITAL LIMITED | RO | Asset management | 2006-06-30 | 2007-07-31 |
| RO | Asset management | 2005-03-22 | 2005-12-22 | |
| RO | Advising on securities | 2005-03-22 | 2007-07-31 | |
| Rep | Advising on corporate finance | 2003-04-01 | 2005-02-23 | |
| Rep | Advising on securities | 2003-04-01 | 2005-03-22 | |
| Rep | Asset management | 2003-04-01 | 2005-03-22 |
No HKMA registrations in the collected records.