| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| AGT Capital Limited | RO | Asset management | 2025-09-03 | - |
| LOTUS ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2023-02-24 | 2025-04-01 |
| RO | Asset management | 2023-02-24 | 2025-04-01 | |
| ZHONGTAI INTERNATIONAL FINANCIAL PRODUCTS LIMITED | RO | Dealing in securities | 2016-11-07 | 2021-09-08 |
| ZHONGTAI INTERNATIONAL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2013-12-19 | 2016-10-31 |
| RO | Asset management | 2013-12-19 | 2016-10-31 | |
| GF Asset Management (Hong Kong) Limited | RO | Advising on securities | 2012-02-22 | 2013-03-25 |
| RO | Asset management | 2012-02-22 | 2013-03-25 | |
| OPEN ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2011-10-07 | 2012-02-08 |
| RO | Asset management | 2011-03-08 | 2012-02-08 | |
| Silver Spring Capital Management Limited | RO | Asset management | 2009-10-30 | 2010-09-03 |
| BARCLAYS CAPITAL ASIA LIMITED | Rep | Dealing in securities | 2008-07-18 | 2009-07-13 |
| Citigroup Global Markets Asia Limited | Rep | Dealing in securities | 2007-06-13 | 2008-05-05 |
| CITIGROUP GLOBAL MARKETS HONG KONG FUTURES AND SECURITIES LIMITED | Rep | Dealing in futures contracts | 2007-06-13 | 2008-05-05 |