ATPI Strengthens Taiwan Presence with Award-Winning Travel Management Solution

2025 Global Travel Management Company of the Year recognition affirms ATPI’s leadership in localised, enterprise-ready travel management

TAIPEI, TAIWAN - Media OutReach Newswire - 12 February 2026 - ATPI Taiwan continues to strengthen its position as a trusted global travel management partner for organisations operating in Taiwan, following the recognition of ATPI's Hong Kong and Singapore operations as Global Travel Management Company of the Year at the Travel Daily Media Travel Trade Excellence Awards 2025.

Photo caption: (Left to Right) Kelly Jones, Managing Director of ATPI Taiwan; Gary Marshall, CEO of Travel Daily Media; and Ali Hussain, Managing Director of ATPI Asia, at the TDM Travel Trade Excellence Awards 2025 – Asia

The Travel Daily Media Travel Trade Excellence Awards – Asia recognises organisations demonstrating excellence in operational delivery, technology integration and service innovation. ATPI was recognised for its ability to deliver globally integrated travel programmes supported by personalised service, secure platforms and disciplined governance across complex, multi-market environments.

Building on these globally recognised capabilities, ATPI Taiwan operates as a professional travel management organisation purpose-built for multinational and technology-driven enterprises. Its local operating model addresses key structural gaps in Taiwan's corporate travel landscape, where many providers remain leisure-focused and reliant on manual processes that limit transparency, control and scalability.

A defining differentiator is financial transparency. Unlike traditional agencies that issue a single "all-in" receipt, ATPI Taiwan provides two separate documents:

• a Travel Agency Receipt detailing the net ticket fare; and
• a Government Uniform Invoice (GUI / 發票) clearly itemising the agreed service fee.

ATPI is currently the only travel management company in Taiwan offering this structure

. The model enables procurement and finance teams to perform audit-level cost analysis, eliminates hidden mark-ups and supports compliance requirements for publicly listed, multinational and technology-led organisations.

ATPI Taiwan's cloud-based global travel management platform integrates directly with ATPI's worldwide traveller profile and governance framework. This enables organisations to enforce consistent travel policies, approval workflows and duty-of-care standards across Taiwan and international markets. Centralised dashboards provide real-time visibility of both Taiwan and global travel spend, supporting procurement oversight, financial control and data-driven decision-making for high-volume international travel programmes.

Data security is another critical differentiator. While traveller information in Taiwan is often collected via unsecured consumer messaging platforms, ATPI Taiwan operates in line with ATPI Global Standards and international data protection protocols. Traveller data is managed through the ATPI e-Profile platform, supported by PCI-compliant secure links for document submission and mandatory quarterly data-security training. To date, ATPI Taiwan has maintained a zero data-misconduct and zero data-leakage record.

ATPI also provides professional 24/7 global emergency support through its World Support Centres (WSC), ensuring continuity across time zones with full system access and defined escalation protocols — capabilities essential for mission-critical and time-sensitive travel.

"Our focus is on delivering enterprise-grade travel management that combines global consistency with local precision," said Kelly Jones, Managing Director – Southeast Asia, China, Hong Kong & Taiwan, ATPI. "Clients choose ATPI not only for our global reach, but for the governance, transparency and personalised service that allow their travel programmes to operate with confidence and control."

"These capabilities translate directly into measurable outcomes for our clients," added Asa Yang, General Manager, ATPI Taiwan. "In one recent case, our team conducted a strategic fare analysis for a complex five-destination itinerary and identified a more cost-effective routing. Instead of retaining the price differential, we returned 100% of the savings to the client, delivering a direct saving of TWD 160,000. This reflects our commitment to financial transparency, integrity and proactive programme management."

The dual awards further reinforce ATPI's long-standing leadership in corporate and specialist travel management. Following ATPI's acquisition by Direct Travel in September 2025, the combined organisation operates as a global travel management group, bringing together international scale and personalised service across corporate and complex travel sectors, including marine, energy, mining, sports and group travel. Together, Direct Travel and ATPI manage more than USD 6 billion in annual travel volume, with operations spanning over 100 countries across the Americas, Europe, Asia Pacific, Africa and the Middle East.

Hashtag: #atpi #corporatetravelmanagement

https://www.atpi.com/
https://www.linkedin.com/company/atpi

The issuer is solely responsible for the content of this announcement.

About ATPI

ATPI is a global leader in travel and event management, renowned for delivering innovative and highly tailored solutions across various industries including corporate, marine, mining, energy, sports, and group travel as well as event management services. Founded in 2002 and headquartered in Manchester, UK, ATPI employs approximately 2,500 people and has an operations network that spans across 100+ locations on six continents. Their robust global footprint, combined with deep local expertise, allows them to meet the unique and complex needs of a diverse clientele.

In September 2025, ATPI was acquired by longstanding partner Direct Travel to create a global Travel Management powerhouse.

About Direct Travel, Inc.

Direct Travel is one of the world's largest travel management companies, focused on delivering exceptional, groundbreaking solutions to every client and traveller. With a long history of proven market expertise, we blend advanced technology, superior service, and expert insights to drive tangible value and meaningful savings—offering solutions across Corporate Travel, Leisure Travel, and Meetings & Events.

Through Avenir, our next-generation platform developed with leading technology partners, we provide the industry's broadest inventory and a modern, real-time shopping experience that empowers travellers and simplifies programme management. What truly sets us apart is the human care behind the technology: an experienced, passionate team dedicated to anticipating needs and delivering exceptional service at every step.

For more information, visit www.dt.com.

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LONG ISLAND, US - Media OutReach Newswire - 11 May 2026 – Coastline Wealth Management announced the completion of a record-setting year marked by significant advisor growth and geographic expansion. From September 2024 through September 2025, the firm has added 18 advisory teams, expanding its footprint across eight new states and bringing in $1.7 billion in new client assets. These partnerships reflect a clear strategy built around advisor alignment, deeper client service, and long-term enterprise value.

With these additions, Coastline now operates in 13 states with 18 offices, supported by over 90 team members and managing approximately $5 billion in total assets. The firm continues to build a scalable wealth management platform that supports independent financial advisors without compromising its relationship-driven model.

A Year of Milestones

Over the past 12 months, Coastline has advanced its strategic expansion in wealth management by welcoming several high-quality advisory teams across multiple regions. Among the first to join were Scott Raab and Scott Gomsak, both formerly with Lincoln Financial. Raab brought $113 million in assets and joined Coastline in Hanover, Pennsylvania, while Gomsak added $154 million in client assets from his base in Sykesville, Maryland.

In New York, David Schnall and Timothy Longo helped deepen Coastline’s local footprint. Schnall, previously UBS, transitioned $103 million in assets to Coastline through a partnership in Port Jefferson. Longo, who joined from American Capital Partners, brought $98 million in AUM to the firm’s office in Woodbury.

Coastline also formed key financial advisor partnerships in the Midwest. In Wheaton, Illinois, Jeff Stensland joined through his firm, Stensland Financial Group, with $166 million in AUM. Further north, Coastline increased its presence in Wisconsin, welcoming Thomas Karlen, previously from Petros Family Wealth, who added $100 millions in assets, while Jamie Grupe and Chantel Luke brought $386 million in assets from Ameriprise – one of the largest additions of the year.

Additional transitions added strategic depth across both new and existing markets. Gary DeLorenzo joined from OSAIC with $80 million in AUM, expanding Coastline’s team in Huntington, NY. In Florida, NY, James and Lori Mezzetti transitioned $116 million in client assets as part of a broader partnership involving Myles Wealth Management. In Colorado Springs, Ed Collins added $100 million in assets to the group through Collins Wealth Management. Other significant financial advisor acquisitions included Juan Garcia in McAllen, Texas ($37MM AUM), Susan Cevette in the Minneapolis–St. Paul area ($51MM AUM), and Julie Wendholt in Nyack, NY ($29MM AUM).

Rounding out this activity was Kelly Burke, who brought a combined $220 million in assets across two locations: Raleigh, North Carolina and Fort Lauderdale, Florida. Prior to joining Coastline, Burke was affiliated with RIA Integrated Financial Strategies and RIA Financial Planning Services Inc., both of which cleared through Charles Schwab.

Why These Partnerships Matter

This year’s advisor partnerships extended beyond AUM growth. Coastline focused on acquiring advisory teams with established practices, strong leadership, and client relationships built over decades. These wealth management acquisitions enhanced the firm’s capabilities across planning, succession, and advisor integration.

Each deal was designed to strengthen Coastline’s position as a leader in M&A in wealth management, with incoming teams gaining access to centralized operations while maintaining autonomy in how they serve clients. This structure continues to appeal to independent financial advisors seeking both scale and support.

Future Direction

Following a year of accelerated growth, Coastline remains focused on its national expansion strategy. The firm will continue to pursue partnerships that align with its advisor-centric model, while enhancing platform capabilities that support scale and long-term value.

“This past year has been a defining chapter for Coastline,” said Garrett Taylor, CEO of Coastline Wealth Management. “Each acquisition represents more than just growth in numbers. It’s about partnering with exceptional advisors who share our vision of elevating client outcomes. We are building a platform where independent advisors can thrive, clients can experience unmatched service, and our collective enterprise value continues to scale.”

Looking ahead, Coastline will further invest in operational infrastructure by expanding data systems, technology tools, and service functions to support advisors and deepen client relationships, thereby continuing its reputation as a top private equity-backed wealth management firm.

Hashtag: #CoastlineWealthManagement

The issuer is solely responsible for the content of this announcement.

About Coastline Wealth Management

Coastline Wealth Management, founded in 2012, is a Long Island, NY-based independent wealth management platform with $5 billion of assets under management/advisement. Coastline services over 7,000 client accounts primarily across the East Coast of the United States. The Company, whose core focus is servicing its client base, has grown by a series of acquisitions as it continues to build its industry-leading, technology-enabled platform. Coastline continues to be a leading consolidator in the wealth management industry and is actively pursuing additional wealth advisor acquisitions (~$50MM to $500MM in assets) as part of its core growth story. By focusing on maximizing the value of advisory practices, Coastline empowers advisors to create sustainable, long-term strategies for transitioning their businesses, ensuring both financial stability and continuity for their clients. Its expertise in navigating the complexities of succession planning enables advisors to secure their legacy while optimizing growth potential, ultimately fostering a seamless transition that benefits all stakeholders involved.

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