| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| ATHENA WEALTH MANAGEMENT LIMITED | RO | Asset management | 2020-09-17 | - |
| RO | Advising on securities | 2015-02-10 | - | |
| RO | Dealing in securities | 2015-02-10 | - | |
| Rep | Asset management | 2013-02-21 | 2020-09-17 | |
| Rep | Advising on securities | 2013-01-14 | 2015-02-10 | |
| Rep | Dealing in securities | 2013-01-14 | 2015-02-10 | |
| First Sentier Investors (Hong Kong) Limited | Rep | Dealing in securities | 2004-03-26 | 2005-01-07 |
| Manulife Investment Management (Hong Kong) Limited | Rep | Advising on corporate finance | 2003-04-01 | 2004-03-17 |
| Rep | Advising on securities | 2003-04-01 | 2004-03-17 | |
| Rep | Asset management | 2003-04-01 | 2004-03-17 |