| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| CAMBRIAN FINANCE LIMITED | RO | Dealing in securities | 2026-05-12 | - |
| Rep | Dealing in securities | 2025-10-31 | 2026-05-12 | |
| ASCENDANT SECURITIES (HK) LIMITED | RO | Advising on securities | 2020-09-01 | 2025-02-06 |
| RO | Asset management | 2020-09-01 | 2025-02-06 | |
| Rep | Advising on securities | 2020-05-26 | 2020-09-01 | |
| Rep | Asset management | 2020-05-26 | 2020-09-01 | |
| EX ASSET MANAGEMENT LIMITED | RO | Advising on securities | 2018-12-13 | 2019-12-28 |
| RO | Asset management | 2018-12-13 | 2019-12-28 | |
| CARLYON SECURITIES LIMITED | Rep | Dealing in securities | 2017-09-25 | 2018-12-07 |
| CARLYON ASSET MANAGEMENT LIMITED | RO | Asset management | 2017-07-07 | 2018-12-07 |
| CreditEase Wealth Management (HK) Limited | RO | Asset management | 2015-04-17 | 2016-03-31 |
| Fenex Capital Management Limited | RO | Asset management | 2014-08-15 | 2014-11-30 |
| Rep | Asset management | 2014-06-30 | 2014-08-15 | |
| PFC INTERNATIONAL COMPANY LIMITED | Rep | Asset management | 2012-09-06 | 2014-06-30 |
| Longitude Asia Limited | Rep | Asset management | 2011-04-21 | 2012-08-24 |