Bernard Soo is the Managing Director and Founder of Emmet Insight. He is responsible for leading Emmet Insight in its mission to democratise finance and revolutionise wealth management through innovation, collaboration and education.
Bernard is an accomplished professional with over 17 years of experience in the banking and wealth management industry. For the past 7 years, Bernard has been serving high-net-worth individuals across the region in a frontline capacity, providing exceptional service and support. With over 10 years of senior management experience, Bernard has designed and executed successful wealth propositions and equities product management strategies.
During his time at Standard Chartered Bank, Bernard served as Head of Wealth Proposition, where he was responsible for designing and implementing various propositions aimed at providing comprehensive financial planning services to clients. This included retirement planning, children education, legacy planning, and accredited investor propositions for high-net-worth individuals. Additionally, Bernard was the Head of Online Equities Trading platform, where he oversaw product management, business strategy, and online equities business management.
At UOB, Bernard served as Head of Digital Wealth Proposition and was the Product Owner of UOB Roboadvisers, Simple Invest, and Simple Insure. He was also the Business Lead representing UOB in the MAS-driven Open Banking initiative, playing a pivotal role in driving the bank's digital transformation efforts.
Bernard is also an active contributor to the CitaDAO DeFi Property Tokenising platform. He was previously an Executive Committee Member in the Singapore Fintech Association, representing the Fintech community in Singapore. With over 5 years of experience in Fintech providing consultation and product development, Bernard is an expert in emerging technologies, and he has been conducting outreach and training on these topics for the past 3 years.
Additionally, Bernard is currently the Managing Partner of Momenta Group, a regional professional training organisation and the CEO of Entrepreneur Leadership Institute.
Bernard holds an MBA from Strathclyde Business School and a BSc in Civil and Environmental Engineering from Nanyang Technological University.
Renee is a seasoned educator and policy maker with more than 16 years of experience in Singapore's education landscape. Her deep understanding of education policy, coupled with her strong leadership skills, makes her an invaluable asset to any organization.
Throughout her career, Renee has held various key positions within the Ministry of Education, including Lead Manager in the Higher Education Policy Division and Head of Department for Integrated Curriculum in Junior College. In these roles, she led teams responsible for the development of innovative curriculum and educational policies.
Renee's ability to manage teams effectively has allowed her to coordinate with different stakeholders in the education sector, including local and overseas industry partners, educators, parents, and students. By aligning curriculum and policies with the needs of the education sector and the future of Singapore, she has helped to shape a more dynamic and competitive education landscape.
With her extensive experience as an educator and policy maker, Renee is adept at navigating the complex education policy landscape in Singapore. Her expertise and leadership skills make her a valuable asset to any organization seeking to develop innovative education policies and curriculum that meet the needs of students, educators, and the wider community.
Edwin is an accomplished professional in Equities, renowned for his strategic skillsets and exceptional business development expertise. With a remarkable 16-year career, he has excelled in building and implementing Retail self-directed electronic channels while demonstrating a deep understanding of product management and governance.
His career highlights exemplify his strategic astuteness, including successfully leading the migration of the Equities Trading system within SCB Private Bank and spearheading the launch of a refreshed UI in Singapore. Within a remarkably short timeframe, Edwin successfully digitalized Corporate Action at Standard Chartered Bank and took charge of the end-to-end implementation of a B2B online white-label business.
In addition to his strategic leadership, Edwin has revolutionized day-to-day operations across various business channels by establishing sound improved procedures. Notably, he reinvigorated a trading execution team with a sales-driven focus, consistently surpassing improved sales targets.
Edwin's ability to drive successful outcomes is further enhanced by his exceptional stakeholder engagement skills, enabling effective collaboration at all levels and across diverse locations. His unwavering commitment to achieving meaningful results, combined with his extensive knowledge in equities, makes him an invaluable asset to any organization seeking to thrive in the dynamic financial industry.
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