| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Luminous Management HK Limited | RO | Advising on securities | 2026-05-04 | - |
| RO | Asset management | 2026-05-04 | - | |
| Bilin Investment Limited | RO | Advising on securities | 2024-11-20 | 2025-10-31 |
| RO | Asset management | 2024-11-20 | 2025-10-31 | |
| Wells Global Asset Management Limited | RO | Advising on securities | 2023-04-19 | 2024-10-10 |
| RO | Asset management | 2023-04-19 | 2024-10-10 | |
| RO | Dealing in securities | 2023-04-19 | 2024-10-10 | |
| Rep | Advising on securities | 2023-03-21 | 2023-04-19 | |
| Rep | Asset management | 2023-03-21 | 2023-04-19 | |
| AP Capital Limited | RO | Advising on securities | 2022-05-05 | 2023-02-08 |
| RO | Asset management | 2022-05-05 | 2023-02-08 | |
| Draco Investment Management Limited | RO | Advising on securities | 2021-05-10 | 2021-08-26 |
| RO | Asset management | 2021-05-10 | 2021-08-26 | |
| RO | Dealing in securities | 2021-05-10 | 2021-08-26 | |
| Hentech Global Management Company Limited | RO | Asset management | 2018-12-06 | 2019-11-01 |
| Nobo Capital Management (Hong Kong) Limited | RO | Advising on securities | 2017-02-28 | 2018-11-30 |
| RO | Asset management | 2017-02-28 | 2018-11-30 | |
| HONG KONG MINGDAO ASSET MANAGEMENT LIMITED | Rep | Asset management | 2011-11-30 | 2017-01-09 |