| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Tianlong Securities Co., Limited | RO | Dealing in securities | 2025-09-22 | - |
| RO | Advising on securities | 2023-12-19 | - | |
| RO | Asset management | 2023-12-19 | - | |
| Schonfeld Strategic Advisors (Hong Kong) Limited | Rep | Asset management | 2022-10-17 | 2023-02-17 |
| PINERION INVESTMENT ADVISORY LIMITED | RO | Advising on securities | 2017-06-26 | 2021-09-30 |
| PINERION ASSET MANAGEMENT LIMITED | RO | Asset management | 2016-04-19 | 2021-09-06 |
| GENERALI INVESTMENTS ASIA LIMITED | Rep | Advising on futures contracts | 2015-12-21 | 2016-04-15 |
| Rep | Dealing in securities | 2015-12-21 | 2016-04-15 | |
| Rep | Asset management | 2013-07-30 | 2016-04-15 | |
| WHARTON INVESTMENT ADVISORS LIMITED | Rep | Advising on futures contracts | 2008-07-11 | 2011-12-31 |
| Rep | Advising on securities | 2008-07-11 | 2011-12-31 | |
| Rep | Asset management | 2008-07-11 | 2011-12-31 |