| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Fangyuan Capital (Hong Kong) Limited | Rep | Advising on securities | 2026-08-21 | - |
| Rep | Asset management | 2026-08-21 | - | |
| Positano Wealth Management Limited | RO | Advising on securities | 2017-09-01 | 2019-02-01 |
| RO | Asset management | 2017-09-01 | 2019-02-01 | |
| Alphamax Asset Management (HK) Limited | RO | Asset management | 2015-11-05 | 2016-12-30 |
| Rep | Asset management | 2013-08-19 | 2015-11-05 | |
| CHINA SHENGHAI INVESTMENT MANAGEMENT LIMITED | RO | Dealing in securities | 2009-09-18 | 2013-08-09 |
| RO | Advising on securities | 2009-04-02 | 2013-08-09 | |
| RO | Asset management | 2009-04-02 | 2013-08-09 | |
| Rep | Asset management | 2009-02-09 | 2009-04-02 | |
| ZHIFU CAPITAL PARTNER LIMITED | RO | Asset management | 2008-04-25 | 2008-11-13 |
No HKMA registrations in the collected records.