| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Privium Fund Management (HK) Limited | Rep | Asset management | 2025-03-14 | 2025-04-01 |
| Deltroit (Hong Kong) Limited | Rep | Dealing in securities | 2020-12-28 | 2021-07-30 |
| Rep | Asset management | 2019-08-16 | 2021-07-30 | |
| City Financial Investment Company (Hong Kong) Limited | Rep | Asset management | 2013-12-04 | 2019-08-16 |
| EXS Capital Asia Limited | Rep | Advising on corporate finance | 2011-08-10 | 2013-09-11 |
| Rep | Advising on securities | 2011-08-10 | 2013-09-11 | |
| Rep | Asset management | 2011-08-10 | 2013-09-11 | |
| BALLINGAL INVESTMENT ADVISORS LIMITED | Rep | Advising on futures contracts | 2009-07-22 | 2011-01-01 |
| Rep | Advising on securities | 2009-07-22 | 2011-01-01 | |
| Rep | Asset management | 2008-12-01 | 2011-01-01 | |
| Gottex Fund Management (Hong Kong) Limited | Rep | Asset management | 2006-11-29 | 2008-06-20 |
| Tyric Capital Limited | Rep | Advising on futures contracts | 2005-09-27 | 2006-11-07 |
| Rep | Advising on securities | 2005-09-27 | 2006-11-07 | |
| Rep | Asset management | 2005-09-27 | 2006-11-07 |