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Crescent Wealth announces new COO

Crescent Wealth announces new COO

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2 minute read

The firm has confirmed one appointment for two roles.

Crescent Wealth has announced the appointment of Rachel Edwards as its new chief operating officer (COO) and head of marketing and growth.

Ms Edwards brings over 20 years’ experience to the company, having worked in leadership positions in financial services in Australia, Europe, the Middle East and south-east Asia.

In the new roles, Ms Edwards will lead Crescent’s strategic and operational growth, including customer and digital engagement for the group including Crescent Wealth, Crescent Finance, Crescent Foundation and the Crescent Institute.

Previously, Ms Edwards has led the development of marketing and communication strategies for BT Financial Group and JP Morgan.

Crescent Wealth Founder and Managing Director, Talal Yassine OAM, said the appointment was part of a strategic push to build scale and increase assets under management to $5 billion over the next five years.

“As a marketing and operations leader and with a background in law, Rachel has an in-depth knowledge of the Australian and global financial services ecosystem. Her focus is on ‘putting the customer first in everything we do’, which will include an innovative approach to customer service and relationship management across the Crescent group of companies,” Mr Yassine said.

“Beyond investing in industries and companies that comply with Islamic investment guidelines, Crescent is passionate about bringing positive change to the Australian community through support for not for profit initiatives.

“Rachel will also play a key role in this facet of our business.”

Neil Griffiths

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily. 

Neil is also the host of the ifa show podcast.