| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CMSC PARTNERS LIMITED | RO | Advising on securities | 2024-10-24 | - |
| RO | Asset management | 2024-10-24 | - | |
| HONG KONG MINGDAO ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2022-11-11 | 2024-09-15 |
| RO | Asset management | 2022-07-22 | 2024-09-15 | |
| Astraria Partners Limited | RO | Asset management | 2021-12-03 | 2022-05-10 |
| China Harbour International Asset Management Limited | RO | Advising on securities | 2020-07-24 | 2020-12-18 |
| RO | Asset management | 2020-07-24 | 2020-12-18 | |
| HK KEYSTONE CAPITAL LIMITED | RO | Advising on securities | 2018-11-09 | 2019-09-30 |
| RO | Asset management | 2018-11-09 | 2019-09-30 | |
| RO | Dealing in securities | 2018-11-09 | 2019-09-30 | |
| IDS FOREX HK LIMITED | RO | Advising on securities | 2017-05-05 | 2017-06-22 |
| RO | Asset management | 2017-05-05 | 2017-06-22 | |
| HongShan Capital Advisors (Hong Kong) Limited | RO | Asset management | 2013-11-06 | 2014-05-09 |
| Rep | Asset management | 2013-08-19 | 2013-11-06 | |
| Allard Partners Limited | Rep | Asset management | 2007-03-23 | 2013-07-12 |