| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Altive Limited | RO | Advising on securities | 2025-11-27 | - |
| RO | Asset management | 2025-11-27 | - | |
| Rep | Advising on securities | 2025-11-04 | 2025-11-27 | |
| Rep | Asset management | 2025-11-04 | 2025-11-27 | |
| Pinestone Capital Asset Management Limited | RO | Advising on securities | 2024-09-13 | 2025-09-01 |
| RO | Asset management | 2024-09-13 | 2025-09-01 | |
| AEM ASSET MANAGEMENT LIMITED | RO | Asset management | 2021-06-07 | 2024-04-17 |
| Rep | Asset management | 2021-04-19 | 2021-06-07 | |
| Xen Capital (HK) Limited | RO | Advising on securities | 2020-08-18 | 2021-03-31 |
| RO | Asset management | 2020-08-18 | 2021-03-31 | |
| Imagi Brokerage Limited | RO | Advising on securities | 2019-12-03 | 2020-05-31 |
| RO | Asset management | 2019-12-03 | 2020-05-31 | |
| Rep | Advising on securities | 2019-10-10 | 2019-12-03 | |
| Rep | Asset management | 2019-10-10 | 2019-12-03 | |
| Oshidori Securities Limited | RO | Advising on securities | 2017-10-06 | 2019-09-30 |
| RO | Asset management | 2017-10-06 | 2019-09-30 | |
| Rep | Advising on securities | 2017-08-02 | 2017-10-06 | |
| Rep | Asset management | 2017-08-02 | 2017-10-06 | |
| WKA Asset Management (Hong Kong) Limited | RO | Advising on securities | 2016-08-16 | 2017-05-21 |
| RO | Asset management | 2016-08-16 | 2017-05-21 | |
| MIS SERVICES LIMITED (d2019-06-01) | Rep | Asset management | 2013-04-29 | 2014-02-10 |
| MCP Asset Management Company Limited | Rep | Advising on securities | 2011-02-18 | 2013-01-31 |
| Rep | Asset management | 2011-02-18 | 2013-01-31 | |
| MCP Holdings Limited (HK) | Rep | Advising on securities | 2005-09-12 | 2011-02-18 |
| Rep | Asset management | 2005-09-12 | 2011-02-18 |