| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Noble Peak Capital Management Limited | RO | Advising on securities | 2026-07-24 | - |
| RO | Asset management | 2026-07-24 | - | |
| Wolf Vest Capital Management Limited | RO | Advising on securities | 2025-01-22 | 2026-06-30 |
| RO | Asset management | 2025-01-22 | 2026-06-30 | |
| Rep | Advising on securities | 2024-12-04 | 2025-01-22 | |
| Rep | Asset management | 2024-12-04 | 2025-01-22 | |
| Alphawise Asset Management Limited | RO | Advising on securities | 2024-05-31 | 2024-11-30 |
| RO | Asset management | 2024-05-31 | 2024-11-30 | |
| Rep | Advising on securities | 2024-05-28 | 2024-05-31 | |
| Rep | Asset management | 2024-05-28 | 2024-05-31 | |
| HZ CAPITAL LIMITED (HK) | RO | Advising on futures contracts | 2021-03-30 | 2024-04-30 |
| RO | Advising on securities | 2021-03-30 | 2024-04-30 | |
| RO | Asset management | 2021-03-30 | 2024-04-30 | |
| BAXS DIGITAL ASSET CAPITAL LIMITED | RO | Advising on securities | 2019-04-25 | 2021-02-28 |
| RO | Asset management | 2019-04-25 | 2021-02-28 | |
| Hong Kong Jiasheng International Asset Management Limited | RO | Advising on securities | 2017-05-11 | 2019-04-15 |
| RO | Asset management | 2017-05-11 | 2019-04-15 | |
| ASSET DYNAMIC MANAGEMENT LIMITED | RO | Advising on securities | 2016-08-17 | 2017-02-28 |
| RO | Asset management | 2016-08-17 | 2017-02-28 | |
| Rep | Advising on securities | 2013-08-19 | 2016-08-17 | |
| Rep | Asset management | 2013-08-19 | 2016-08-17 |