| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CORE ARC CAPITAL LIMITED | RO | Advising on securities | 2025-07-23 | - |
| RO | Asset management | 2025-07-23 | - | |
| Grandview Capital Group Limited | RO | Advising on securities | 2025-01-13 | 2025-07-17 |
| RO | Asset management | 2025-01-13 | 2025-07-17 | |
| Candescent Capital Limited | RO | Advising on securities | 2022-10-28 | 2024-11-01 |
| Rep | Dealing in securities | 2022-10-28 | 2024-11-01 | |
| RO | Asset management | 2022-02-07 | 2024-11-01 | |
| Marketsense Asset Management Limited | RO | Asset management | 2020-03-03 | 2020-12-03 |
| Rep | Asset management | 2020-03-02 | 2020-03-03 | |
| LeZi Capital Limited | RO | Asset management | 2019-02-20 | 2020-01-31 |
| Rep | Asset management | 2018-12-14 | 2019-02-20 | |
| SBI China Capital Financial Services Limited | Rep | Asset management | 2016-01-18 | 2018-12-06 |
| Rep | Dealing in securities | 2016-01-18 | 2018-12-06 | |
| TC CAPITAL MANAGEMENT LIMITED (HK) | Rep | Asset management | 2015-05-04 | 2015-10-31 |