| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Carret Private Capital Limited | RO | Advising on securities | 2018-08-08 | 2020-10-14 |
| RO | Asset management | 2018-08-08 | 2020-10-14 | |
| RO | Dealing in securities | 2018-08-08 | 2020-10-14 | |
| Rep | Advising on securities | 2017-01-20 | 2018-08-08 | |
| Rep | Asset management | 2017-01-20 | 2018-08-08 | |
| Rep | Dealing in securities | 2017-01-20 | 2018-08-08 | |
| Stobene Partners (Hong Kong) Limited | RO | Asset management | 2012-09-04 | 2016-12-30 |
| RO | Advising on securities | 2012-01-31 | 2016-12-30 | |
| RO | Dealing in securities | 2012-01-31 | 2016-12-30 | |
| Julius Baer (Hong Kong) Limited | Rep | Advising on securities | 2008-05-13 | 2011-06-13 |
| Rep | Dealing in securities | 2008-05-13 | 2011-06-13 |