| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Sun Hung Kai Capital Partners Limited | Rep | Advising on securities | 2025-11-26 | - |
| Rep | Asset management | 2025-11-26 | - | |
| Rep | Dealing in securities | 2025-11-26 | - | |
| Towers Watson Investment Services Hong Kong Limited | Rep | Asset management | 2023-04-25 | 2025-11-18 |
| Rep | Advising on securities | 2021-10-07 | 2025-11-18 | |
| Rep | Dealing in securities | 2021-10-07 | 2025-11-18 | |
| Allard Partners Limited | Rep | Asset management | 2017-06-19 | 2018-09-14 |
| Tiger Securities Asset Management Company Limited | Rep | Asset management | 2009-10-28 | 2012-10-05 |
| Rep | Dealing in securities | 2009-10-28 | 2012-10-05 |