| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Monarch Capital Management Limited | RO | Advising on securities | 2024-12-06 | - |
| RO | Asset management | 2024-12-06 | - | |
| RO | Dealing in securities | 2024-12-06 | - | |
| Beigehill Asset Management Limited | RO | Advising on securities | 2023-10-25 | 2024-09-30 |
| RO | Asset management | 2023-10-25 | 2024-09-30 | |
| PROSPER GLOBAL ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2018-01-09 | 2020-12-31 |
| RO | Asset management | 2018-01-09 | 2020-12-31 | |
| MEAG Hong Kong Limited | RO | Advising on securities | 2010-03-02 | 2016-05-05 |
| RO | Asset management | 2010-03-02 | 2016-05-05 | |
| BARING ASSET MANAGEMENT (ASIA) LIMITED | RO | Advising on futures contracts | 2007-05-09 | 2009-11-30 |
| RO | Advising on securities | 2007-05-09 | 2009-11-30 | |
| RO | Asset management | 2007-05-09 | 2009-11-30 | |
| RO | Dealing in securities | 2007-05-09 | 2009-11-30 | |
| CIBC Global Asset Management (Asia) Limited | RO | Asset management | 2006-06-27 | 2007-01-18 |
| Rep | Advising on securities | 2003-04-01 | 2005-01-26 | |
| Rep | Advising on futures contracts | 2003-04-01 | 2005-12-01 | |
| Rep | Asset management | 2003-04-01 | 2006-06-27 |