| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHINA WORLD INVESTMENTS LIMITED | RO | Advising on securities | 2026-01-30 | - |
| RO | Asset management | 2026-01-30 | - | |
| DD Asset Management Limited (HK) | RO | Advising on securities | 2024-01-25 | 2025-07-02 |
| RO | Asset management | 2024-01-25 | 2025-07-02 | |
| Austen Capital International Limited | Rep | Advising on securities | 2019-03-05 | 2019-08-21 |
| Rep | Asset management | 2019-03-05 | 2019-08-21 | |
| RO | Advising on securities | 2017-02-09 | 2018-01-23 | |
| RO | Asset management | 2017-02-09 | 2018-01-23 | |
| UBS Asset Management (Hong Kong) Limited | Rep | Advising on securities | 2015-04-10 | 2016-01-29 |
| Rep | Asset management | 2015-04-10 | 2016-01-29 | |
| Rep | Dealing in securities | 2015-04-10 | 2016-01-29 | |
| Qiao Group Limited | RO | Advising on securities | 2010-06-30 | 2015-03-31 |
| RO | Asset management | 2010-06-30 | 2015-03-31 | |
| DEUTSCHE SECURITIES ASIA LIMITED | Rep | Dealing in securities | 2007-11-23 | 2008-12-05 |
| BNP PARIBAS DEALING SERVICES ASIA LIMITED | Rep | Advising on securities | 2007-03-09 | 2007-09-03 |
| Rep | Asset management | 2007-03-09 | 2007-09-03 | |
| Rep | Dealing in securities | 2007-03-09 | 2007-09-03 |