| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| TJ Investment Management (HK) Limited | RO | Advising on securities | 2023-05-17 | 2025-03-02 |
| RO | Asset management | 2023-05-17 | 2025-03-02 | |
| Rep | Advising on securities | 2023-05-02 | 2023-05-17 | |
| Rep | Asset management | 2023-05-02 | 2023-05-17 | |
| Regan International Asset Management Limited | RO | Advising on securities | 2019-07-17 | 2022-11-22 |
| RO | Asset management | 2019-07-17 | 2022-11-22 | |
| Rep | Asset management | 2019-07-04 | 2019-07-17 | |
| Hong Capital Partners Limited | RO | Asset management | 2018-06-08 | 2019-06-14 |
| EFG Asset Management (HK) Limited | Rep | Advising on securities | 2017-03-01 | 2018-05-26 |
| Rep | Asset management | 2017-03-01 | 2018-05-26 | |
| Rep | Dealing in securities | 2017-03-01 | 2018-05-26 | |
| DNB Asset Management (Asia) Limited | RO | Asset management | 2006-12-13 | 2012-07-01 |
| Rep | Asset management | 2006-03-17 | 2006-12-13 | |
| Credit Suisse (Hong Kong) Limited | Rep | Advising on securities | 2005-04-14 | 2006-03-12 |
| Credit Suisse Securities (Hong Kong) Limited | Rep | Advising on corporate finance | - | 2005-02-15 |
| Rep | Asset management | - | 2005-02-15 | |
| Rep | Advising on securities | - | 2006-03-12 |