| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CHINA SILVER BULLET SECURITIES COMPANY LIMITED | RO | Advising on securities | 2025-08-25 | - |
| RO | Asset management | 2025-08-25 | - | |
| RO | Dealing in securities | 2025-08-25 | - | |
| Rep | Advising on securities | 2025-07-29 | 2025-08-25 | |
| Rep | Asset management | 2025-07-29 | 2025-08-25 | |
| Rep | Dealing in securities | 2025-07-29 | 2025-08-25 | |
| PARTNERS CAPITAL SECURITIES LIMITED | Rep | Dealing in securities | 2019-03-11 | 2025-06-30 |
| Partners Asset Management (HK) Limited | RO | Advising on securities | 2016-11-25 | 2025-06-30 |
| RO | Asset management | 2016-11-25 | 2025-06-30 | |
| Rep | Advising on securities | 2016-11-16 | 2016-11-25 | |
| Rep | Asset management | 2016-11-16 | 2016-11-25 | |
| Old Peak Capital Limited | RO | Advising on securities | 2016-01-14 | 2016-11-11 |
| RO | Asset management | 2016-01-14 | 2016-11-11 | |
| SIFT CAPITAL PARTNERS LIMITED | RO | Asset management | 2014-09-08 | 2015-12-31 |
| Rep | Asset management | 2014-08-06 | 2014-09-08 | |
| Partners Asset Management (HK) Limited | RO | Advising on securities | 2013-11-20 | 2014-08-01 |
| RO | Asset management | 2012-11-19 | 2014-08-01 | |
| Rep | Asset management | 2012-10-29 | 2012-11-19 | |
| SOUTHWEST SECURITIES (HK) ASSET MANAGEMENT LIMITED | RO | Asset management | 2012-05-29 | 2012-10-22 |
| CNCB (Hong Kong) Capital Limited | RO | Asset management | 2011-08-15 | 2012-05-08 |